Our Team

Heidi Shearman

Private Client Executive

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
Telephone:
020 8643 7221

Articles

What our clients are saying about Heidi Shearman

  • Star Star Star Star Star

    Heidi is always very quick to respond to e mails which is very good. She has been very good.
    Anonymous - 7th October 2024

  • Star Star Star Star Star

    Friendly efficient and very professional approach good to work with you.
    Trevor Killick - 3rd June 2024

  • Star Star Star Star Star

    I found Heidi & Dominic easy to deal with. They addressed my concerns & kept me informed of progress.
    Ann Barnes - 29th May 2024

  • Star Star Star Star Star

    Time was taken to understand my personal situations and legal matters were dealt with efficiently.
    Anonymous 23rd April 2024

  • Star Star Star Star Star

    On the loss of relative she has been amazing can't fault her help and kindness.
    Elsie Cannon - 25th March 2024

  • Star Star Star Star Star

    Excellent communication with fast responses and clear information.
    Anonymous - 1st March 2024

  • Star Star Star Star Star

    Heidi and her team are very professional and we felt comfortable they had our best interests at heart.
    Angela Shadrake - 5th January 2023

  • Star Star Star Star Star

    Very helpful and kept me informed of progress. Dealt well with probate.
    Anonymous - 18th December 2023

  • Star Star Star Star Star

    Good communication, kept informed, always such good advice. Lovely people.
    Linda Garbiel - 5th December 2023

  • Star Star Star Star Star

    Good communication, kept informed, always such good advice. Lovely people.
    Linda Gabriel - 30th November 2023

  • Star Star Star Star Star

    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.
    David Greenwood - 17th November 2023

  • Star Star Star Star Star

    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.
    Anonymous - 15th November 2023

  • Star Star Star Star Star

    Feeling that I could trust Heidi.
    Kay Fossett - 23rd August 2023

  • Star Star Star Star Star

    Heidi has been dealing with my late Mum's estate and if I have questions I have been able to see her in person or e-mail her
    Anonymous - 4 April 2023

  • Star Star Star Star Star

    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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