What is a Legal Heir Certificate?

transmission

Losing a loved one is always challenging, and dealing with their financial matters can add to the stress. A Legal Heir Certificate is a crucial document that helps establish the rightful heirs of a deceased person. It is essential for transferring ownership of assets like shares, bank accounts, property, and other investments. Similarly, a Succession Certificate serves the same purpose but is primarily used for the transfer of movable assets. If you are wondering how to obtain succession certificate or how to obtain legal heir certificate, Shares Claim Dost is here to guide you through the process.

Conditions You Need a Legal Heir Certificate

There are several situations where you might need a Legal Heir Certificate or a Succession Certificate:

Transfer of Shares

Transfer of Shares

When the original shareholder passes away, their shares need to be transferred to the legal heirs.

Access to Bank Accounts

Access to Bank Accounts

To access the deceased's bank accounts or claim insurance, a Legal Heir Certificate is required.

Property Transfer

Property Transfer

To transfer ownership of property or land to the rightful heirs.

Settlement of Debts

Settlement of Debts

To claim any dues or debts owed to the deceased.

Legal Matters

Legal Matters

For any legal proceedings related to the deceased's estate.

Documents Required for Getting a Legal Heir Certificate

To obtain a Legal Heir Certificate or a Succession Certificate, you need to provide specific documents. These typically include:

Death Certificate

Death Certificate

The original death certificate of the deceased.

Identity Proof

Identity Proof

PAN card, Aadhaar card, or passport of the applicant.

Address Proof

Address Proof

Utility bills, Aadhaar card, or passport of the applicant.

Proof of Relationship

Proof of Relationship

Documents proving the relationship with the deceased, such as a family tree, marriage certificate, or birth certificate.

Affidavit

Affidavit

An affidavit sworn before a notary or magistrate.

Application Form

Application Form

A duly filled application form requesting the issuance of the Legal Heir Certificate or Succession Certificate.

Other Documents

Other Documents

Any other documents as required by the local authority or court.

The Procedure for Getting a Legal Heir Certificate

If you are wondering how to get succession certificate. Here is a step-by-step guide on how to obtain a legal heir certificate or a succession certificate:

How Shares Claim Dost Can Help

At Shares Claim Dost, we understand that dealing with legal formalities after losing a loved one can be overwhelming. We are here to make the process of obtaining a Legal Heir Certificate or Succession Certificate as smooth as possible. Here is how we can assist you:

How Shares Claim Dost Can Help

At Shares Claim Dost, we are committed to helping you understand the complexities of getting a legal heir certificate. Trust us to handle your update process efficiently and professionally. Contact us now!

Testimonials


Frequently Asked Questions


faq img

To get a succession certificate, you need to submit an application along with required documents to the local court or revenue office, which will verify and issue the certificate.

Documents required include the death certificate of the deceased, identity and address proof of the applicant, proof of relationship, an affidavit, and the application form.

The process typically takes a few weeks to a few months, depending on the local authority's efficiency and the completeness of the submitted documents.

Yes, Shares Claim Dost offers end-to-end assistance, from document preparation to liaising with authorities, ensuring you receive your certificate without hassle.

Our Blogs

Explore our blog for tips and guides on reclaiming unclaimed shares and financial assets. Stay informed and take control of your investments with our expert advice.

whatsapp logo