How to Apply for a Succession Certificate in India

[akansa]

If you’ve recently lost a loved one and need to claim their assets such as bank balances, shares, or insurance, you may have to apply for a Succession Certificate. This legal document, issued by a civil court, authorizes the rightful legal heirs to collect debts and securities of the deceased person.

The Succession Certificate is required when a person passes away without leaving a will. It ensures that the rightful heirs can transfer or withdraw funds and manage other movable properties. To start the process, you need to file a petition in the District Court where the deceased resided at the time of death. The petition should include:

Death Certificate of the deceased

Details of all legal heirs

List of assets and debts

Proof of relationship with the deceased

After verification and a public notice period (usually 30 days), the court grants the Succession Certificate to the eligible applicant. This certificate can then be presented to banks, financial institutions, or companies to transfer ownership or access funds.

At InvestorLink Legal Advisory, we help families and individuals through the entire process — from document preparation to court representation. Our goal is to make obtaining a Succession Certificate simple, transparent, and stress-free.

If you have any doubts or need help with a Succession Certificate application, feel free to ask your questions here — our experts are happy to guide you.