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.
Team of Experienced Estate Experts
This team will know your beneficiaries and their needs from your estate extremely
well.
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.
Our Role as Executor
We can fulfill all duties which include valuing and protecting estate
assets, paying debts and taxes, record-keeping, and distributions.
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. Our CNB
Wealth Management is here to service individuals, families, businesses, foundations, and
not-for-profits. Their expertise includes investments, financial planning, trust &
estate, retirement, institutional, private banking, family wealth and more. With a local
presence and commitment to concierge-level service, they will deliver an experience that
exceeds expectations.