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Michelle Birchall

Michelle Birchall

Senior Associate

Bio

Michelle is a Private Client Senior Associate.

Michelle supports individuals and families at all important stages of life.

Her work includes the preparation of wills, helping clients record their wishes, protect their loved ones and plan confidently for the future. She advises on Inheritance Tax planning, helping clients consider appropriate options for preserving wealth and passing assets to the next generation as efficiently as possible

She also assists with Lasting Powers of Attorney, guiding clients through the process of appointing trusted people to make decisions on their behalf should they ever need support with their health, welfare, property or financial affairs.

Michelle is experienced in the administration of estates, working sensitively with executors and families after a bereavement. This includes assisting with the collection of estate information, probate applications, Inheritance Tax reporting, asset administration and the distribution of estates in accordance with the will or intestacy rules.

Examples of Michelle’s work include:

  • Preparing straightforward and more complex wills tailored to clients’ personal and family circumstances.
  • Advising on Inheritance Tax planning and ways to preserve family wealth for future generations.
  • Preparing and registering Lasting Powers of Attorney for property and financial affairs, and health and welfare.
  • Assisting executors with applications for Grants of Probate and Letters of Administration.
  • Gathering estate information, liaising with financial institutions and preparing inheritance tax forms.

Professional Accreditations

  • Chartered Institute of Legal Executives