Fiduciary Services

C&N is experienced in performing the diverse and complex duties confronting an executor, trustee or financial Power of Attorney. We strive to work with you, your attorney and accountant to make a comprehensive team that can develop an optimal estate plan. Naming the C&N Trust and Financial Management Group as your professional representative can help relieve the challenges your loved ones may face during a difficult time.

Trust Administration
Trusts can be an excellent choice for establishing financial security for you and your beneficiaries. Proper and timely planning is necessary to ensure that your accumulated wealth is distributed as you desire and that your trust provides the current and future benefits that meet your objectives.

Estate Administration
Choosing an inexperienced executor to handle the administrative details of your estate may jeopardize your family’s future happiness and financial security. Our professionals are experienced in performing the diverse and complex duties confronting an executor. Names us as your personal representative can help relieve the difficulties your loved ones will face during a time of loss.

Custodian
C&N can custody assets for those individuals or organizations that wish to manage their own investments.

Guardianship
The C&N Trust and Financial Management Group can be named as guardian of a person’s financial assets. This allows a corporate fiduciary to professionally manage the assets of that individual.

Contact us, toll-free, at 1-800-487-8784 or via email: trust@cnbankpa.com.