NISHA VERMA

Currently employed in this role dedicated to Probate Services within a highly fast-paced environment. Excelling as a Lead Probate Case Manager within the specialist team, focusing on complex high net worth estates and intestate estates classified within quadrant 4 and quadrant 5. Managing a substantial caseload, which includes both initial assignments and reallocated cases, while consistently achieving high targets. Utilizing the Proclaim system, streamlining processes to ensure the smooth progression of cases. Independently manage cases from inception to completion, skillfully managing the expectations of highly demanding clients.

Advised and prepared Wills, Codicils, and Deeds of Variation, ensuring an exact representation of client intentions. Facilitated the creation of Lasting Powers of Attorney for Property &, Finances and Health & Welfare decisions. Efficiently managed Probate, including asset compilation, estate accounting, and Inheritance Tax with a focus on protecting against potential estate claims. Delivered personalised advice during client consultations to safeguard both client assets and wishes.

Effectively managed a diverse caseload of Wills, Lasting Powers of Attorney, Trusts, Administration of Estates, and Court of Protection matters with a minimal level of supervision. Successfully handled a high volume of live files, including substantial intestate estates and pre-contentious matters, demonstrating my ability to maintain efficiency and accuracy.

Stepped in as annual leave cover for the Head of Department in a bustling law firm, handling all facets of Private Client work autonomously. Seamlessly engaged with new clients and efficiently finalised their cases within the limited assignment duration.

Managed all Private Client matters with particular focus on Probate matters, preparing estate accounts, advising, calculating and payment of Inheritance Tax and Capital Gains Tax. Preparing both standard and complex Wills, including Business Trust Wills and Life Interest Trusts, Discretionary Trusts, Codicils and Deed of Variation and Property Severance. Mental Capacity assessments and Lasting Powers of Attorney, supervising the signing process, applying for court exemptions and registration of documents. Delivered client consultations both in office and in their homes, offering valuable guidance on asset protection, while vigilantly safeguarding against asset deprivation and potential claims under The Inheritance Act 1975

Lead the Private Client Desk, exceeding targets, engaging clients and managing a full case load independently throughout specifically related to Life Interest Wills, Disabled Trusts, Discretionary Trusts, Inheritance Tax Planning, Lasting Powers of Attorney and Court of Protection matters and Mental Capacity assessments, Probate and Administration of Estates.

Conducted weekly 'drop in' Will Clinics at the office and providing home, hospital and care home visits to clients unable to attend the office

As the Founding Director, I actively practiced, developed, and promoted Private Client Services. Managed end-to-end caseloads, including the preparation and witnessing of client-approved documents, conducting Will searches and providing advice on intestate estates. Proficiently gathered estate assets and prepared the necessary documentation, including oaths, for Probate proceedings.

Significantly contributed to the introduction and growth of Private Client Services within a busy high street law firm, which primarily served a diverse clientele and specialized in personal injury and litigation. Since the firm's inception, played a crucial role in its establishment by overseeing triage forms for new clients and documenting statements for solicitors managing cases. Proficiently collected client instructions, provided expert advice, and meticulously prepared comprehensive documentation encompassing various aspects of Private Client Services within the legal field, including Wills and Probate.

Directly assisted senior partners in Property Law matters, contributing to complex aspects of Property Law under their supervision.

Provided expert advice and guidance, skillfully drafting Wills and Lasting Powers of Attorney documents for members. Collaborated closely with financial advisors utilising the will drafting service and directly assisted members of the public in need of the services provided.

Worked with the armed forces nationally and within the Five Eyes nations and civilians to protect against threats including serious and organized crime ,terrorism and cyber attacks.