100+
Succession Certificates Issued
150+
Families Guided
60+
Property Claims Resolved
20+
States Pan-India Legal Coverage
Simplifying Succession Certificate Process – With one of India’s Leading Estate Planning Experts
A Succession Certificate is a vital legal document required when a person passes away without leaving a will. It grants the legal heirs the authority to claim debts, securities, and other movable assets of the deceased. This certificate serves as proof of rightful succession and is often mandated by financial institutions and other authorities for asset transfer.
At PlanMyEstate, we assist families in navigating the legal complexities involved in obtaining a court-issued Succession Certificate. From preparing the necessary documentation to representing you in court, our experts manage the entire process efficiently. We ensure a time-bound resolution with minimal stress, offering end-to-end legal support tailored to your unique situation.
Legal Heir Certificate vs Succession Certificate – Know the Legal Difference Before You Apply
Legal Heir Certificate
Establishes who the legal heirs are for pension, gratuity, or government benefits
Issued by local revenue authorities or municipal offices
Primarily for immovable property or government service-related claims
Simpler, administrative process; faster to obtain (15–30 days)
Succession Certificate
Grants legal authority to claim movable assets like bank deposits, shares, and insurance
Issued by a civil court through a formal legal process
Specifically for movable assets such as finances and investments
Involves court procedure; takes longer (2–6 months or more)
Trusted Succession Certificate Services – End-to-End Support to Secure Your Inheritance
Legal Check & Document Collection
Confirm if a succession certificate is required and gather key documents like the death certificate, ID proof, and supporting papers for legal heirs.
Drafting the Petition
We prepare a customized succession certificate petition format with all necessary legal details for filing.
Court Filing & Public Notice
File the petition in court and coordinate with the Testamentary Department to ensure timely publication of the public notice inviting objections.
Hearing & Fee Payment
Attend the court hearing (if required) and pay the applicable court fee based on the asset value.
Certificate Issuance & Asset Transfer
Once issued, use the succession certificate to claim or transfer movable assets such as bank balances, shares, or insurance to the legal heirs.
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Frequently Asked Questions related to Succession Certificate
What is a succession certificate?
A succession certificate is a legal document issued by a civil court that allows the rightful heirs to claim the deceased’s movable assets such as debts, bank balances, or shares when there is no Will.
What is the cost of a succession certificate?
The cost includes a court fee, documentation charges, and legal representation. We offer transparent pricing and assistance with succession certificate court fee calculations.
Is succession certificate required for immovable property?
No. For immovable assets like land or apartments, a Letters of Administration (when there is no Will) or probate will be required. Succession certificate is primarily for movable assets.
What is the difference between a legal heir certificate and a succession certificate?
A legal heir certificate, issued by local revenue or municipal authorities, identifies the rightful heirs of a deceased person, while a succession certificate is issued by a court to authorize those heirs to claim movable assets like bank deposits, shares, or insurance. PlanMyEstate guides you in choosing the right certificate based on your needs.
Is a succession certificate necessary if nomination is done?
In some cases, nomination may suffice. However, if banks require legal proof of heirship or if disputes arise, a court-issued succession certificate may still be necessary.
Can I apply for a succession certificate online?
Yes. Some courts allow online initiation. However, the process still requires physical presence for verification. We guide you through both online and offline filing.
What is the difference between legal heir and succession certificate?
A legal heir certificate proves family ties. A succession certificate legally transfers rights over assets. Each serves a different legal purpose.
How long does it take to get a succession certificate?
It typically takes 6–12 months, depending on the jurisdiction and whether there are objections or multiple claims. We aim to expedite this with proper filing and regular follow-ups.
What is the succession certificate procedure in India?
The process includes petition filing, public notice, verification, court hearing, and then issuance of the certificate. PlanMyEstate streamlines each stage.
What documents are required for a succession certificate?
To apply for a succession certificate, you need the death certificate of the deceased, identity/address proof of the applicant, details of the legal heirs, and information about the debts or assets. Our experts help you prepare a complete application to avoid delays.
How to get a succession certificate?
You must file a petition in the district court with the necessary documents and pay the court fee for the succession certificate. PlanMyEstate handles this process from start to finish.
What documents are required for a succession certificate in India?
You’ll need the death certificate, ID/address proofs, list of legal heirs, and details of the assets. We help you compile a court-ready file.