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. Trustees can be spouses, or children, a friend or an attorney - but unfortunately there could be risks involved with these choices.
Family members may not be able to serve effectively as trustees because they may be overwhelmed by the duties, may be unfamiliar with your situation, they live a long distance away or lack investment knowledge. The same is true of friends. Attorneys may be very knowledgeable in some areas, but there is an inherent conflict of interest when an attorney drafts a trust agreement and serves as trustee.
Because choosing a known person involves risk, often times, customers select corporate trustees.
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. Placing these responsibilities in the hands of a qualified trust-settlement specialist – like Capitol Federal – relieves someone close to you from settling your affairs.
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 InTo 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
Advantages of Choosing a Corporate Trustee:
- Establishing the right trusts for the right purposes
- Collecting, safeguarding, valuing, and investing assets
- 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
- Reporting account transactions and investment performance periodically
- Paying bills and managing other custodial services
- Handling periodic or demand disbursements, including documentation
- Compiling and filing trust tax returns
- Distributing trust assets when required
- Providing complete estate and trust settlement services
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
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
