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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. 

R Green

Team of Experienced Estate Experts

This team will know your beneficiaries and their needs from your estate extremely well.

Attorney Relationships

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.

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.