Personal Services

Estate Administration

Your Personal Representative must be compassionate, responsible and decisive to settle your financial affairs and transfer your estate's assets to beneficiaries. At this time of great loss, complex estate administration tasks may hinder the grieving and healing process your loved ones deserve. As a Personal Representative of your estate, you can feel secure and confident knowing that Canandaigua National Trust Company will be responsible for:

  • Working with your existing advisors
  • Collecting, inventorying, valuing, and protecting the estate assets
  • Paying estate taxes, expenses, and debts
  • Keeping complete and accurate estate transaction records
  • Preparing fiduciary income tax returns and coordinating the decedent's income and estate tax returns
  • Collecting debts owed to the estate
  • Distributing estate assets to heirs 

For more information, contact Paul today.  

P Tarantino  Paul Tarantino
941.366.7222 ext. 50720
ptarantino@cnbank.com 

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. 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. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.

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