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. 
 

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Team of Experienced Estate Experts

This team will know your beneficiaries and their needs from your estate extremely well.
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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.
 
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Our Role as Executor

We can fulfill all duties which include valuing and protecting estate assets, paying debts and taxes, record-keeping, and distributions.
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Executing your Will

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

 
 



Discover the CNTF difference.

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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