Estate & Executor Advisory Services in Cambridge

Practical support for the financial side of being an executor.

Renna & Associates Limited provides estate and executor advisory services in Cambridge, helping executors and estate trustees work through accounting and tax questions with a clearer understanding of the support available.

Support

Accounting and advisory

Accounts

Estate Accounting, a dedicated service

Tax

Estate and trust returns

Legal

Stays with your lawyer

The problem

You do not need to arrive with every answer

Being named an executor can leave you facing questions you have not dealt with before. There may be financial records to organize, tax work to consider and different professionals involved in the process.

Whether you are unsure where to begin or need help with a particular part of the financial work, we can discuss your situation and the next steps.

A useful first step is separating those needs so you know what accounting support you require and which questions belong with a lawyer or another advisor.

Who helps with what

Guidance shaped around your situation

Fernando Renna is a Certified Executor Advisor. Our role is to provide support within the accounting and advisory engagement agreed with you. Legal questions stay with the estate lawyer, and the decisions stay with you.

Renna & Associates

Accounting and advisory support

Talk through the accounting and tax matters in your enquiry and the records already available.

Estate accounts, through our dedicated Estate Accounting service.

Estate and trust tax preparation, including final personal returns and trust returns where included in the engagement.

Clarifying the information needed and the work we can undertake.

Your estate lawyer

Legal questions

Legal advice.

Interpretation of the will.

Legal representation.

These matters belong with the estate lawyer, and we will say so when they come up.

You, as executor

The decisions

Decisions about the administration remain with the person appointed.

This advisory service does not appoint Renna & Associates to act as executor.

We support the financial work around those decisions.

Common questions

Can I speak with you before I know exactly what help I need?

Yes. You can start with a general description of your situation and the questions you are trying to resolve. The first conversation can help clarify whether you need estate accounting, tax preparation or broader financial advisory support.

Is executor advisory the same as estate accounting?

No. Estate accounting focuses on the accounts and supporting financial records. Executor advisory addresses a broader set of financial and practical questions around the work you are undertaking.

Can you help with estate-related tax returns?

Estate-related tax preparation is available. We will need to understand the circumstances before confirming the returns and work included in the engagement.

What information should I send through the website?

Your contact information and a brief, general description are enough to begin. Do not include a will, identification numbers, banking details or other sensitive documents in the enquiry form.

Engagements are led by Fernando Renna, principal of Renna & Associates Limited.

RPA · APA · CAP · C.MGR · MBA · CEA · CH.DBA

Fernando leads the firm’s work in accounting, taxation and management consulting for businesses. As a Registered Professional Accountant and Certified Executor Advisor, he also provides support for estate and trust administration.

Scope

Renna & Associates is not a CPA firm and does not perform audit, review or other assurance engagements. Where assurance is required, we prepare the file and work alongside your external CPA.

Talk through your questions as an executor

Tell us where you are in the process and which accounting or tax questions you need help with.

Call: 519-740-0518
Office: 7 Grand Ave S #104, Cambridge
Hours: Monday to Friday, 9:15 a.m. to noon and 1 to 4:30 p.m.