How can we help you?

Browse our help topics below or search for specific answers. Our support team is also available if you need additional assistance.

Last reviewed 10 August 2026

Getting Started

New to Orchard72? Start here

Complete Getting Started Guide

Account & Profile

Manage your personal information

Managing Your Profile Email Preferences Account Settings Country Personalisation Developer Access and API Keys Affiliate Programme Referrals and Free Months Partner Programme Creator and Affiliate Programme Coming Soon and the Waitlist

Security & Privacy

Keep your account secure

Security Overview How We Verify Your Documents How We Verify Organisation Domains Compliance Overview AI Forgery Risks Compliance for Individuals and Families Compliance for Corporate Programmes Jurisdiction Coverage and Cross-Border Wills Two-Factor Authentication Password Management

Will Generation

Learn about creating your will with AI

Overview Legal Will vs Digital Tools Managing Multiple Wills Guidelines & Disclaimers

Multi-Jurisdiction Wills

Educational guides for cross-border situations

Overview Asset types across borders Community vs professional Cross-border tax planning Worked scenarios

Will Management

Create and manage your wills

Creating Your Will My Videos Guide Letter of Wishes Will Registry Beneficiaries & Executors Gifts & Asset Transfers Organ Donation

Messages & Enquiries

Talking to professionals, and following an enquiry

Conversations Approaches Emails Invoices Blocked Consumers

Healthcare Decisions

Who can act for you if you cannot decide

Powers of Attorney and Advance Decisions

Asset Management

Track and organise your assets

Asset Overview Portfolio Health Score Property Ownership Types Portfolio API: Getting Started Portfolio API: Code Examples Portfolio API: Webhooks Portfolio API: Changelog Portfolio API: Estate Planning Data and Documents Connect an AI Agent

Support & FAQs

Get answers and support

Frequently Asked Questions Community Forum Estate Planning News Contact Support Report an Issue

Legal Professionals

Resources for legal professionals

Application Help Offices & Jurisdictions Cross-Border Practice Preparing a Consignment Reviewing Digitised Files Professional API: Getting Started Professional API: Webhooks Professional API: AI Agents Professional API: Changelog Professional API: Syncing Your Practice Data Professional API: Organisation Keys

Corporate & Team Licensing

Bulk licences and gift codes for organisations

Purchaser Guide Recipient Guide Gift Codes Corporate Reporting API

Charity Portal

For charities listed in the directory

Partnering With Us Getting Started Charity Profile Charity Offices Charity Team Charity Updates

Scheduling & Booking

Book and manage appointments

Scheduling Overview Booking an Appointment Managing Your Booking Attending Your Consultation Recording Your Calls Syncing Your Calendar Connecting Your Calendar

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