For financial advisers, mortgage brokers and estate planners
Estate planning for your clients, with you kept in the picture.
PartnerDesk is how partner firms refer clients to Birchwood Legal for Wills, Lasting Powers of Attorney and wider estate planning. You stay informed at every step, and the legal advice comes from Birchwood Legal.
Access is by application and invitation only.
The customer journey
One trusted journey. Clear roles. A joined-up client experience.
- 1Partner firm
Identify the need
During a routine appointment, you spot an estate planning need, such as Wills or LPAs.
- 2Partner firm
Send the referral
Complete the fact find online, upload one you have already done, or simply share the client's details.
- 3Birchwood Legal
Prepare recommendations
Birchwood Legal reviews the information and creates a tailored estate planning report.
- 4BL and partner
Share the report
The report goes to the client and is copied to you, so everyone stays informed.
- 5Client
Confirm and instruct
The client chooses an option, accepts the Terms of Business and returns the Letter of Engagement.
- 6Birchwood Legal
Draft and complete
Birchwood Legal invoices and issues drafts for approval, then posts the originals to you.
- 7Partner and BL
Attest, check and store
You hold the signing meeting. Birchwood Legal checks the documents and places them in safe storage.
Think of us as your legal department.
Helping you help your clients with another essential service, without handing them off to a stranger.
One journey, not two
Your clients don't have to go through a whole second journey with another professional. The referral flows straight from your conversation.
You keep the relationship
You stay in control of the client relationship and are kept informed at every step.
Birchwood Legal takes responsibility for the advice
We provide all the technical information, the legal advice and the documents, and we stand behind them.
Meet more people
Wills and LPAs bring you into contact with witnesses, attorneys and the next generation. Intergenerational planning opens new conversations and new referral relationships.
A fee share agreed in advance
Commission is pre-agreed with Birchwood Legal and shown on each case once it applies.
Clear roles
You spot the need and record the facts. We review, advise, take instructions and prepare the documents.
Always kept updated
See where every referral is, with a simple traffic light and the date of each step. Messages and updates arrive in the portal and by email.
Three easy ways to refer
Complete the fact find online, upload one you have already completed, or share the client's details and let Birchwood Legal do the rest.
Built for compliance
Client consent, Terms of Business decisions, messages and access are all recorded with dates and times.
Interested in referring clients to Birchwood Legal?
Tell us about your firm. The team will talk you through how PartnerDesk works and whether it is the right fit.