We are committed to helping you, and your family, achieve your financial goals. You can rely on Capitol Federal® to handle your assets for generations to come, with care and financial stability. The Trust Services offered at Capitol Federal provide an unparalleled level of expertise. As investment opportunities and options have expanded, Capitol Federal® has established a network of experienced and knowledgeable professionals who are capable of managing your Trust. We employ certified trust officers, and work with licensed Attorneys, Certified Public Accountants, and Accredited Asset Management Specialists, all ready to serve your unique needs.
As our customer, you can be assured of objectivity, receiving only the advice and services that serve your interest. Our assistance is based solely on your goals and objectives.
For more information on the many services Capitol Federal can offer, call a CapFed® Trust Officer or Financial Advisor today at 1-888-8CAPFED.
Peace of Mind Knowing the Right Trustee
By choosing Capitol Federal® as your trustee or co-trustee, you are selecting a team of professionals who are committed to increasing the value of your trust. When Capitol Federal® serves as trustee or in a trust settlement capacity, we accept the responsibility involved in coordinating the efforts of your attorneys and accountants. We keep detailed records to effectively manage the settlement of your trust with the lowest possible cost and taxes. More importantly, we assure that the assets in the trust are distributed according to your wishes.
A Few Advantages of Choosing a Corporate Trustee, include:
- Administering the trust assets to achieve objectives
- Accounting for the trust assets under the Principal and Income Accounting Act
- Budgeting and analyzing cash flow for the beneficiaries
- Compiling and filing trust tax returns
- ... and many more
Agent for Trustee
Capitol Federal® offers many services when it comes to understanding, planning and carrying out a trust. One of those services is our custodial service. This service could help you ensure your trust is handled appropriately. You may want recommendations on the appropriate trust structure to set up, or need direction on investment policy, accounting or distribution of the trust’s assets. Or, just simply want general guidance and assistance with bookkeeping. We can handle any of those requests.
By allowing us to serve as your agent, we take on a consultative role with you, the trustee. This means, in addition to providing custodial services and bookkeeping, we work with you to help with the administration of your trust. Establishing an estate plan designed to meet your goals and needs is critical. Moreover, having expert support from a professional agent - like CapFed® - can be essential.
Trust Settlements
Trust Settlement
It’s never too early to begin creating the framework for your living trust. Effectively manage your financial affairs to ensure the accurate distribution of assets to your loved ones when the need arises. Our trustees have settlement expertise, which lowers costs, saves settlement time and increases trust accuracy. We protect beneficiaries' interests through prudent investing of estate funds and by analyzing cash needs, paying bills and managing real estate. Services include:
- Filing federal estate tax returns
- Filing final income tax returns
- Preparing final accounting
- Filing Notice of Trust
- Paying valid creditor claims
- Paying bequests to beneficiaries
- Making tax elections under the Internal Revenue Code
Estate Settlements
When the time comes to name an Executor for your estate, you may include a family member or friend. The duties and responsibilities of an Executor, however, are substantial and can be time-consuming. In addition, the inherent legal liabilities can be overwhelming. With Estate Settlement Services provided by Capitol Federal®, you will be selecting an experienced Executor to handle the duties of settling your estate. This relieves family members and friends from the labor and liability involved in handling the settlement of your affairs. As your Executor, CapFed® will:
- Report to the court
- Verify creditor claims
- Settle estate matters
- Distribute assets