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You > Financial Planning Strategies

Trust and Estate Planning

Your estate doesn't have to be very large before you need to start making some big decisions-decisions that will affect your family's well-being for many years to come.

Ensuring the financial security of your family requires the services of a professional with strong estate experience. And you want someone who isn't just interested in providing a service, but in building a relationship. That's what we've been doing at CNB since 1919.

With an average tenure of 20 years, our trust and estate professionals have the knowledge and expertise to help you to build a truly comprehensive estate plan. They'll show you how to minimize taxes and make sure your family is provided for.

Along the way, you'll find CNB offers not just a plan for financial security, but advice and comfort as well-just as we've done for hundreds of other families. 

Trust Administration

Choose CNB for your professional trustee services.

Estate Administration

Choose CNB for your personal representative or executor.

Estate Checking

A checking account designed for handling the proceeds of an estate.

Tax-Friendly Trust Solutions

Trust advantages of Florida.

Charitable Giving

Support your favorite charity in a tax advantage way.
Contact Us
If you would like additional information, please use the contact us form or if you would like to speak with a Financial Services Professional, please call 585.419.0670.   

Related Services:

Retirement PlanningInvestment Planning |  Insurance Planning  |  Financial Planning

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.