On average, our trust and estate professionals have more than 20 years of experience to assist you with trust and estate planning, education and advice, charitable giving, and dynasty trusts. We understand the importance of being a Trustee, and accept full fiduciary responsibility for your trust:
- Administration of the trust according to the trust document
- Preparing and filing federal and state fiduciary income tax returns
- Safekeeping of trust assets
- Collecting dividend and interest payments
- Distribution of income and principal
- Fiduciary accounting and record-keeping
- Annual administrative account reviews
Questions to Consider When Selecting a Trustee or Personal Representative
|
Family/
Friend
|
Professional
|
Canandaigua National
Trust Company
|
| Do they understand your needs and the needs of your beneficiaries? |
Yes
|
Maybe
|
Yes
|
Will they act in an impartial, objective manner?
|
Maybe
|
Maybe
|
Yes
|
| Do they have the necessary financial expertise? |
Maybe
|
Yes
|
Yes
|
| Can they assure the safety of your assets for future generations? |
Maybe
|
Maybe
|
Yes
|
Will they provide technical and administrative services such as proper recordkeeping, transaction processing, tax return preparation, etc.?
|
Maybe
|
Yes
|
Yes
|
| Do they respect the privacy of you and your family? |
Maybe
|
Yes
|
Yes
|
Are they a stable organization with a strong continuity of management?
|
N/A
|
Maybe
|
Yes
|
Do they have tenured and experienced Trust & Estate professionals dedicated to your account?
|
N/A
|
Maybe
|
Yes
|
Let's take the time to get acquainted and give your estate plans deserved attention.
 |
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 941.366.7222 ext. 50722. |
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.