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.

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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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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

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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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Trustee Services

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.  There are many advantages to choosing a corporate trustee.

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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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