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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. 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 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 legal heir 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)
DOWNLOAD sample files
Questionnaire - Succession Certificate
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Why MyAdvo?

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

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Dedicated case manager to provide you with timely updates
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Dedicated portal to manage your case documents and communicating directly with the lawyer
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Kishan Dutt Kalaskar
Advocate at null
4.5
5 reviews
34+
Years of practice
Expertise in
Property Law, Divorce, Criminal, Family, Civil
Urvi Rathod
Founder at Ur Legal, Mumbai & Spain
4
5 reviews
24+
Years of practice
Expertise in
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Devendra Kumar Singh
Independent Advocate
4
4 reviews
21+
Years of practice
Expertise in
Property Law, Divorce, Criminal, Family, Civil
Swarnmala Jain
Independent Advocate
3.9
10 reviews
29+
Years of practice
Expertise in
Property Law, Divorce, Recovery of Money, Civil
Top Review
Completed his job excellently.solved a legal issue which was messed up by my previous lawyer. I am going to hire for my company also. I would highly recommend myadvo for legal services.
V.k Prashanth
Associate at Venkaparamepowda Law Firm
4.3
16 reviews
18+
Years of practice
Expertise in
Property Law, Employment, Consumer Protection, Criminal, Civil
Rajeev S Vadrali
Independent Advocate
3.9
20 reviews
25+
Years of practice
Expertise in
Property Law, Divorce, Criminal, Family, Civil
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I had a pleasant time working with this lawyer . I have seen a tremendous amount of professionalism and determination.
V. Pratap Kumar
Independent Advocate
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15 reviews
26+
Years of practice
Expertise in
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Advocate Pratap did an excellent job with our eviction proceedings. He made the entire process a smooth one and kept us informed the entire time.
Anil Kumar
Independent Advocate
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Very supportive and legally very sound.
Jayasuryan CK
Independent Advocate
0
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7+
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Expertise in
Property Law, Criminal, Recovery of Money, General Legal, Civil
Aswad Dilip Purarkar
Associate at Santosh Manohar College
4
10 reviews
8+
Years of practice
Expertise in
Property Law, Divorce, Consumer Protection, Recovery of Money, General Legal
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Types of Due Diligence

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

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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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