How to Prepare Your Documents for a Succession Certificate Application
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Introduction Losing someone close is deeply painful. But what often adds to the emotional burden is the maze of legal formalities that follow. This is especially true when trying to access the deceased’s movable assets, such as bank accounts, insurance claims, shares, or investments. In such times, a succession certificate becomes essential. This blog provides a practical, lawyer-reviewed checklist of documents required to obtain a Succession Certificate in India, saving you time, stress, and unnecessary delays. What is a Succession Certificate? Civil courts issue Succession Certificates under the Indian Succession Act, 1925. It authorizes the legal heirs of a person who dies intestate (without a Will) to claim and manage the deceased’s debts and securities. It is typically required by: Banks Insurance companies Government departments Financial institutions Checklist: Documents Required for a Succession Certificate Before filing your application in court, gather the follow...