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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. 

Required Documents

  • Photocopy of the Death certificate of the deceased
  • Address proof of the deceased (Photocopy of either of the following documents will suffice: Passport, Voter ID card, Driving license, PAN card, Aadhar card)
  • Identity Card of all the legal heirs (Photocopy of either of the following documents will suffice: Passport, Voter ID card, Driving license, PAN card, Aadhar card)
  • Proof of relationship with the deceased (photocopy of any government-issued document specifying the relationship of the Applicant and the deceased)
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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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