Heidi is an Associate member of the Chartered Institute for Legal Executives with a wealth of experience in various legal matters. With a background spanning 9 years in Court of Protection and Private Client matters, 6 years in Personal Injury and 2 years in Family Law, Heidi is adept at navigating complex legal landscapes.
Heidi's specialisation lies in applications to the Court of Protection and the preparation of Lasting Powers of Attorney. Her mission is clear: to offer professional yet approachable service during times when practical guidance is crucial. She finds fulfilment in securing outcomes that enable her clients to act in the best interests of their loved ones. This may include applications for Orders for authority to sell property, give gifts or for a Statutory Will.
In addition to her core expertise, Heidi manages property and financial affairs on behalf of Deputies, Attorneys, and clients who require assistance due to incapacity. From simple banking tasks to comprehensive financial management and property transactions, Heidi provides tailored solutions that alleviate the burdens faced by her clients. Her services extend to handling tax matters and ensuring compliance with regulatory requirements, including regular reporting to the Office of the Public Guardian. In addition, Heidi undertakes probate matters, dealing with the full administration of estates and obtaining Grants of Probate and Letters of Administration.
Recognising the complexities surrounding powers and duties, Heidi offers invaluable advice to lay Deputies and Attorneys, addressing practical challenges that arise on a day-to-day basis. Whether you have queries or seek informal guidance, Heidi welcomes you to reach out for a chat. With Heidi by your side, navigating legal intricacies becomes a seamless journey toward achieving peace of mind and securing the best possible outcomes for you and your loved ones.
Membership: Chartered Institute of Legal Executives
Specialism:
Probate – full administration of estate
Deputyship – applications to the Court of Protection
Heidi Shearman has been very helpful in the application for probate in respect of my late mother’s estate. Advice is
timely and has enabled matters to proceed smoothly and without delay. All very reassuring at a difficult time.
Communication has been excellent - timely, perfectly pitched, friendly and yet professional. Both Jon Andrews and Heidi Shearman have struck
an optimum balance between making us aware of relevant information and helping us to focus on things that are key to our situation and decision making.
The professional, kind and considerate way in which I’ve been treated especially by Heidi Shearman organising the Power of Attorney
to administer my late mother’s finances, all the Grant of Probate and collection of funds after my mother’s death which is ongoing.
Diana Yates
29th August 2022
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