Succession Certificate & Legal Heir Certificate Services

What is a Succession Certificate?

A Succession Certificate is a legal document issued by a civil court under the Indian Succession Act, 1925, which authorizes the rightful heirs to collect debts and securities (movable assets) of a deceased person. It serves as proof of entitlement and enables banks, financial institutions, and companies to release funds or securities to the certified legal heirs.

When is a Succession Certificate Required?

This certificate is typically required when:

• The deceased has not left behind a registered Will

• Movable assets are held in their sole name

• Legal heirs are seeking access to:

  • Bank accounts or fixed deposits

  • Shares, debentures, mutual funds

  • Insurance proceeds, provident fund

  • Post office savings or government bonds

Legal Heir Certificate vs. Succession Certificate

• A Legal Heir Certificate is issued by local revenue authorities (Tehsildar or Municipal Office) to establish family relationships and is often needed for pension or employment-related benefits.

• A Succession Certificate, however, is a judicial document issued by a district civil court, specifically for claiming movable assets, and carries more legal weight in financial and inheritance matters.

Our Legal Services Include:

• Filing and pursuing petitions in the appropriate District Court having jurisdiction

• Drafting affidavits, applications, and supporting documents

• Identifying and including all Class I Legal Heirs as per personal law (Hindu, Muslim, Christian, etc.)

• Coordinating with local courts and authorities for issuance and publication notices

• Representing clients during hearings or objections

• Ensuring court-compliant delivery of final Succession Certificate or Legal Heir Certificate

• Assisting NRIs remotely without the need to travel to India

Documents Typically Required:

• Death certificate of the deceased

• Identity and address proofs of the applicant(s)

• Details of the movable assets (bank accounts, investment statements, etc.)

• Family tree / genealogy information

• No objection certificates (if applicable) from other legal heirs

Why AV Law Partners

• Experienced civil litigation and probate law team

• Expertise in handling cross-border inheritance matters for NRIs

• Transparent process with regular updates and support

• Ability to handle jurisdictional challenges across Indian states

• Remote access and representation for overseas clients

Whether you're a resident Indian or a non-resident heir, AV Law Partners is committed to helping you claim your rightful inheritance in accordance with Indian law — with dignity, discretion, and efficiency.