Trust Settlement

Trust Settlement

Save Time at Trust Settlement

By creating a living trust, you can create a framework for the effective management of your financial affairs during your lifetime and ensure the accurate distribution of assets to your loved ones when the need arises.

Trusts are written legal agreements between you and a trustee under which the trustee manages the trust assets. Trusts also help keep family matters private by avoiding probate, which in turn, helps minimize trust settlement costs.

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 and keep detailed records to effectively manage the settlement of your trust with the lowest possible cost and taxes. Most important, we assure that the assets in the trust are distributed according to your wishes.

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. At a time when you need to know your interests are being looked after, a consultation with Capitol Federal can be helpful - freeing you or someone close to you from the burden of preparing your assets for your beneficiaries.

For more information on the many benefits Capitol Federal can offer, call a CapFed® Trust Officer today at 1-888-8CAPFED.

Trust Account Access

Do you currently have a Trust account with Capitol Federal®? Log in to view your account.

Sign In

To contact a Trust Officer, call 1-888-8CAPFED. If you have questions about logging in to view your account online, view the user guide in the link below.

PAL User Guide
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Trust Settlement 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

Our experienced team is here to listen

As Executors, the experienced trust advisers at Capitol Federal will carry out your interests, work to preserve and enhance your wealth and minimize taxes so your assets can provide the maximum benefit to the intended recipients. As a client, you can be assured of objectivity, receiving only the advice and services that serve your interest. Our help is based solely on your goals and objectives.

We'd love to sit down and talk about how Capitol Federal® can help you.  For more information on the many benefits Capitol Federal can offer, contact a CapFed® Trust Officer today, or call 1-888-8CAPFED.

Contact a Trust Professional
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