Trust Services from CapFed®

Trust Services from CapFed®

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. 

Assets in Trust and Investment Management Accounts, unless otherwise indicated:

  • are not FDIC insured
  • are not a deposit or other obligation of the depository institution
  • are not guaranteed by the depository institution
  • are not insured by any government agency
  • are subject to investment risks, including the possible loss of the principal amount invested
For more information on the many services Capitol Federal can offer, call a CapFed® Trust Officer or Financial Advisor 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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Peace of Mind for you and your family

Peace of mind comes from knowing you have chosen the right trustee to protect and administer the assets you have worked a lifetime to accumulate. 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
Learn more About Trustee Services

Save Time at 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.

Trust Settlement Services can include tasks like filing federal estate tax returns and income tax returns, filing a Notice of Trust, making tax elections under the Internal Revenue Code, and many more.

We would be happy to sit down and talk about how Capitol Federal can help you with the settlement of a Trust.

Learn More About Trust Settlement Services
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Experienced Professionals to Help You, the 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.

Learn More About Custodial Services