Services
Services available through PartnerDesk.
Estate planning referral
Refer a client: complete the fact find
Complete the PartnerDesk fact find online with the client's circumstances and wishes. Birchwood Legal reviews it and prepares an estate planning report.
Jurisdiction: England and Wales
Estate planning referral
Refer a client: upload a completed fact find
Already completed the paper or PDF fact find? Upload it with the client's contact details.
Jurisdiction: England and Wales
Estate planning referral
Introduce a client: Birchwood Legal completes the fact find
Share the client's details and Birchwood Legal will meet the client and complete the fact find. You will still be kept updated.
Jurisdiction: England and Wales
Wills
Will drafting
Drafting support for single and mirror wills, prepared for your review. Demo placeholder pending approval.
Jurisdiction: England and Wales
LPAs
Lasting power of attorney preparation
Preparation of LPA documents from your instructions. Demo placeholder pending approval.
Jurisdiction: England and Wales
Technical support
Technical support query
A route to raise a technical estate planning question with the team. Demo placeholder pending approval.
Jurisdiction: England and Wales