Experienced Professionals to Help You, the Trustee
Capitol Federal® offers many services when it comes to understanding, planning and carrying out a trust. A trust is a legal agreement between two parties: the person who creates it and the person, institution or corporate trustee responsible for administering it, known as the trustee. You may choose to be your own trustee, or give the responsibility to another person or corporation.
Often, those who choose to serve as their own trustees quickly discover there is too much responsibility and could benefit a great deal from professional assistance. This is where Capitol Federal's custodial 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.
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
Appointing CapFed® to serve as your agent makes sense if you:
- Need assets segregated for accounting purposes
- Require separate tracking of principal and interest income
- Need assistance with tax accounting of any kind
- Require a third-party statement for auditing purposes
- Would like to have a custodian assist in the transfer of assets to a successor trustee when you pass away
- Are unfamiliar with the working of trusts and want guidance in interpreting the trust documents
- Do not have time to manage your own account
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
