Heidi Shearman

Legal Assistant

I am an Associate member of the Chartered Institute for Legal Executives and specialise in applications to the Court of Protection and the preparation of Lasting Powers of Attorney and Wills.  I aim to provide a professional and friendly service at a time when practical advice and assistance are needed and enjoy achieving outcomes that enable my clients to help a loved one and act in their best interests. 

I also deal with the management of property and financial affairs on behalf of Deputies, Attorneys and clients who are no longer able to do so themselves.  This can range from carrying out simple instructions for someone who is unable to get to the bank to a full and comprehensive service including managing bank accounts, investments and the sale of property.  It can also include dealing with tax returns and filing regular reports to the Office of the Public Guardian. 

I also advise lay Deputies and Attorneys about their powers and duties and the practical issues that arise on a day to day basis.  Please give me a call for an informal chat if you have any queries about this.  

News and media

  • News
    • Posted on July 26, 2016
      We are delighted to again be involved in the Banstead Ageing Well Day, with Age Concern Banstead, where we will be in attendance all day and also providing a talk regarding Lasting Powers of Attorney.
      Read more...

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