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Succession Certificate
Overview

A succession certificate entitles the legal heirs of a deceased to claim piece of property or financial assets of the deceased. Succession certificate is required for transfer of bank balance, fixed deposits, shares, mutual funds etc. MyAdvo will help you obtain the Succession Certificate through an expert lawyer.

Steps involved in obtaining a Succession Certificate
Checklist of documents
We will provide you with a questionnaire regarding your relationship with the deceased and other details.
Drafting of application

Based upon your responses, the lawyer will draft and share application for grant of succession certificate.

Filing of application
After attestation and finalization of documents, the application will be filed in the District Court.
Publication of Notice and call for objection
The Court will issue notice to all legal heirs of the deceased and publish the notice in a newspaper to call for objections to issue of the certificate.
Objection & Grant of succession certificate

Any objection to the issuance of succession certificate will have to be raised within 45 days from the date of issuance of notice.

If objection is raised

  • Hearing: The matter will go to Court and the court will hear all parties and examine all evidences. 
  • Grant of Certificate: If satisfied that the objections were not maintainable, court will pass order for grant of succession certificate. The lawyer will collect the certificate and deliver the same to you. 

If no objection is raised

  • Grant of Certificate: The court will pass order for grant of succession certificate. The lawyer will collect the certificate and deliver the same to you. 
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Why MyAdvo?

Pool of expert property lawyers who have experience in dealing with matters relating to succession certificate

A-Z guarantee which covers cost of changing the lawyer in the rare case of any concern

Dedicated case manager to provide you with timely updates
Payment is fixed in the beginning and you are not hassled by the lawyer
Dedicated portal to manage your case documents and communicating directly with the lawyer
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Property Due Diligence to Minimize Risks

Before investing in a property, it is highly recommended to get a due-diligence conducted of the property to minimize risks. MyAdvo can assist in conducting due diligence of the property through expert diligence professionals.

 

Types of Due Diligence

Depending upon the nature of the transaction and the property involved, due diligence can be either:

1.    Full Search (tenure of search is usually between past 30 years to 99 years)

  • Recommended for sale, resale, long term lease transactions and transactions that involve obtaining financial loans against the property.

2.    Limited Search (tenure of search is restricted to past 15 years)

  • Recommended for short term rental/lease transactions.

The diligence for both the methods involves a rigorous search of all components of a real estate property and carried out comprehensively. The only difference being the tenure for which the search is done.

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Lawyer Service for Legal Heir Certificate

When a family member passes away, the legal heir of the deceased can apply for a legal heir certificate. The certificate is used for inheriting property left behind by the dead person. It is also used for claims of insurance, retirement benefit, pension, gratuity and provident fund. MyAdvo will help you obtain legal heir certificate through an expert lawyer.

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