Trustee Services

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.

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For more information about Trust Services and the many benefits Capitol Federal® can offer, contact a Trust Officer today.  Call 1-888-8CAPFED.

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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
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Estate Settlement 

Choose an experienced Executor to handle the duties of settling your estate, relieving family members and friends from the time and liability of handling the settlement of your affairs.

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Custodial Services

Allowing Capitol Federal® to provide experienced, professional custodial services and bookkeeping will give you assurance your assets are protected and transferred to your heirs as you wish.

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Trust Settlement

CapFed's trust team has years of settlement expertise, which lowers costs, saves settlement time, and increases trust accuracy. We protect you and your beneficiaries interests, and assure your wishes are met.

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