Trust and Estate

What makes Canandaigua National Trust Company different?  Our non-commissioned fiduciary professionals administer trusts of all sizes and structures, helping to preserve and maintain family wealth.  Focused on building long-term relationships, Canandaigua National Trust Company is a confident choice for all your trust needs.   

Trust and Estate Services:
  • Trust Services - As a Trustee, we accept full fiduciary responsibility. Trust services include Revocable Living Trusts, Irrevocable Trusts, Charitable Trusts, Special Need Trusts, and more.
  • Delegated and Directed Trusts - While maintaining your current investment advisor, we provide fiduciary services as the trust administrators.                
  • Estate Services - As Executor, we can fulfill all estate administration responsibility.

Fiduciary-Duties  

Full Fiduciary Responsibility
We can fulfill all fiduciary duties including investment management, tax returns, accountings, and distribution.

Regular-Reviews  

Regular Reviews
We will meet with you regularly to review your trust & estate plans, making adjustments based on changes in your life.

 

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.   


This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. 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 contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.

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