Department: Elderly And Vulnerable Clients
Areas of Specialism: Elderly and Vulnerable Clients, Trusts and Estates
Megan graduated from university with a first-class honours LLB Law degree in 2020.
Prior to joining the firm, Megan worked at two law firms, including a national law firm, as a Conveyancing Paralegal during the stamp duty holiday period. During this time, Megan completed her Legal Practice Course (LPC) and Masters in Law studying part-time at Nottingham Law School and achieved a distinction.
Megan joined Tollers in October 2022 as a Paralegal in the Elderly and Vulnerable Client team. Megan is responsible for processing instructions relating to Attorneyship/Deputyship administration work in accordance with the established procedures of good practice and the Office of the Public Guardian’s (OPG) Deputy standards.
Megan visits Elderly and Vulnerable clients in their homes or in a care facility completes the OPG annual reports, and assists with telephone enquiries. Megan actively manages Deputyship Order Applications and communicates regularly with the Court of Protection.
Megan undertakes initial assessments of files to include the review of a client’s financial position, funding and considers whether they are in receipt of appropriate benefits.
In September 2023, Megan commenced her Training Contract with the firm.
- Types of Client you have worked with:
- Independent Financial Advisors;
- Estate Agents;
- Private Individuals;
- Brain Injury Case Managers;
- Independent Social Workers;
- Clients with acquired brain injuries;
- Clients with degenerative diseases such as Dementia;
- Clients with learning difficulties or special needs;
Outside of work, Megan enjoys travelling and is a member of a gym. In her spare time, she is currently teaching herself Italian.
Megan has an active social life and enjoys spending time with friends and family.