Trust & Estate Services
This important process comes with so many formalities, complexities, and inevitable questions, and there’s no one-size-fits-all solution for trust and estate planning. That’s why we focus first and foremost on listening to and learning from you, so the plan we build together effectively incorporates your values, interests, and priorities.
- Living trusts designed to avoid expensive & time-consuming probate
- Educational trusts
- Probate and estate settlements
- Preliminary estate planning
- Charitable trusts
- Guardianships
- Life insurance trusts
- Special needs trusts
- Investment agencies
- Custodial services for investors who prefer handling their own investment decisions
- Self-directed IRAs
- Manager IRAs and rollovers from 401K plans
Resource Management for Oil & Gas
Patrons Bank manages hundreds of oil and gas properties for our customers. Our customers rely on us for accounting services including for production records, revenue, taxes, leases, and bonuses, and we rely on proprietary software designed to ensure accurate and efficient information.
Interested in leasing? Properties are available in Oklahoma, Texas, and New Mexico. Contact us for more information.
Property Management
We help customers manage real estate properties by ensuring adequate insurance is in effect, taxes are paid, leases are negotiated and enforced, rentals are collected, repairs are coordinated and completed, and sales are facilitated.
Want help managing your real estate? Let’s have a conversation about it.
Call us at 918.756.8440.
