About Us

We are a small accounting firm specialising in personal and business Estate Planning in the Hunter Valley.
Principal, Robert Baldwin, is a member of the Society of Trust and Estate Practitioners (STEP), a world -wide organisation based in London.

Estate planning, as a law subject, is not a core component of most university law degrees.
Most lawyers have not studied estate planning as part of their degree. 

Robert has successfully completed the Estate Planning elective of the UTS Law Degree, and therefore in the unusual position of being able to liaise with a client’s accountant to produce an estate planning strategy and work with a team of specialist lawyers who prepare the documents required.

We are not compliance based accountants. We don’t do audits or prepare income tax returns.
We are not lawyers but have a close association with the law firm of Bilbie Dan, who are also Estate Planning specialists. We share the same values.

We enjoy helping people to manage their affairs to ensure their assets and values (personal and business) pass effectively to the next generation.... it’s that simple.

News Announcements

University Estate Planning Qualification Obtained
Robert has successfully completed the Estate Plann..

Roles, responsibilities and duties of trustees
The roles, responsibilities and duties of trust..

Discretionary Testamentary Trusts
The deceased’s last will and testament c..

Online Enquiry Up Coming Seminars