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Estate Services

Our estate administration professionals have a range of experience, and help fulfill the responsibilities of your estate plan. As Executor, we act with compassion in settling your finances and transferring assets to beneficiaries. 

Estate Service Responsibilities:
  • Manage assets - Gather, manage and appraise your assets.
  • Accounting - Keep estate transaction records, file fiduciary income tax returns.
  • Settle debts - Pay taxes and expenses, and collect debts owed.
  • Distribution - Transfer remaining assets to heirs and beneficiaries.
Estate Checking Account Benefits:
  • No fee with minimum average collected daily balance or e-statement
  • 24-hour access with CNB's Online Banking
  • Unlimited check writing
  • Monthly statement with check images available. 
 

L King

Team of Experienced Estate Experts
This team will know your beneficiaries and their needs form your estate extremely well.

reviews

Established Attorney Relationships
We have a long history of building relationships with the legal community.  We will work with your attorney to probate your will.

 
fiduciary

Our Role as Executor
We can fulfill all duties which include valuing and protecting estate assets, paying debts and taxes, record-keeping, and distributions.

rebalancing

Executing your Will
We act with impartial judgment between competing interests as we fulfill your wishes.



 
 



Discover the CNB difference. 
As the only local, full-service, community-owned financial institution in the Greater Rochester Area, CNB is investing in you, your business, and your community through our products, personal service, technology, and community support. We offer competitive banking solutions and personalized service that build long-lasting relationships. 


 

Our estate administration professionals have a range of experience, and help fulfill the responsibilities of your estate plan. As Executor, we act with compassion in settling your finances and transferring assets to beneficiaries. 

Estate Service Responsibilities:
  • Manage assets - Gather, manage and appraise your assets.
  • Accounting - Keep estate transaction records, file fiduciary income tax returns.
  • Settle debts - Pay taxes and expenses, and collect debts owed.
  • Distribution - Transfer remaining assets to heirs and beneficiaries. 
 
Team of advisors

Team of Experienced Estate Experts
This team will know your beneficiaries and their needs form your estate extremely well.

reviews

Established Attorney Relationships
We have a long history of building relationships with the legal community.  We will work with your attorney to probate your will.

fiduciary

Our Role as Executor
We can fulfill all duties which include valuing and protecting estate assets, paying debts and taxes, record-keeping, and distributions.

rebalancing

Executing your Will
We act with impartial judgment between competing interests as we fulfill your wishes.


Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater Rochester Area, CNB is investing in you, your business, and your community through our products, personal service, technology, and community support. We offer competitive banking solutions and personalized service that build long-lasting relationships.

 

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.