When a loved one passes away without leaving a will, managing their bank accounts, investments, securities, or financial assets can feel overwhelming especially if you live abroad. A Succession Certificate issued by an Indian court gives you the legal authority to collect debts, access financial instruments, and manage the deceased’s movable assets.

For NRI families, distance, paperwork, and procedural rules can make the process stressful. We simplify everything by preparing all required documents, completing filings, and handling the entire court process on your behalf in India.

How We Help You With Succession Certificate Matters

1. Understanding Your Family Background and Asset Details: We start by collecting information about the deceased person, their legal heirs, and the financial assets involved. This includes bank accounts, FDs, PPF, PF, shares, mutual funds, insurance claims, and any debts owed to them. We organise all information clearly so the court receives a complete and accurate picture from the beginning.
2. Drafting the Petition for Succession Certificate: We prepare a well-structured petition that includes heir details, relationship proofs, death details, asset statements, and the reasons why you are seeking the certificate. The draft is presented in a clear and court-ready format so that the judge can understand your request without confusion.
3. Preparing Supporting Documents and Evidence Pack: The court requires a number of supporting records for verification. We help you gather and organise documents such as death certificates, family proofs, bank statements, KYC documents, asset lists, and NRI identification. If anything must be notarised, apostilled, or attested abroad, we guide you with exact formats and instructions.
4. Managing Notices, Newspaper Publication, and Court Compliance: In most cases, the court issues notices to legal heirs and may require a newspaper publication. We handle the drafting, filing, and follow-ups for all notices and publications. NRI clients receive full updates so they stay informed even if they cannot appear in person.
5. Court Representation and Hearing Management: Since we are licensed advocates in India, we represent you throughout the proceedings. We file the petition, attend hearings, respond to court queries, and complete all procedural steps until the certificate is granted. If the court requires a local surety or bond, we guide you on how to comply.
6. Final Collection and Delivery of Succession Certificate: Once the order is issued, we obtain the certified Succession Certificate and provide you with digital and physical copies. We also guide you on the next steps for submitting it to banks, insurers, or financial institutions for asset transfer and release of funds.

Types of Support We Provide

• Succession Certificate petitions and affidavits

• Complete evidence and document preparation

• NRI attestation and apostille guidance

• Newspaper publication and notice management

• Full court representation in India

• Assistance with bank, insurance, and financial institution follow-ups

• Legal heir documentation and family tree preparation

• Post-certificate guidance for asset transfer

Why NRI Clients Choose Us

We understand how difficult it is to manage legal matters in India while living abroad. Our team takes care of the entire process from start to finish — paperwork, filings, hearings, and compliance — so you don’t have to travel unless absolutely required by the court. You receive clear communication, organised documentation, and complete peace of mind.

Frequently Asked Questions (FAQs)

1. Do you represent clients in court?

Yes. We appear before the court, handle all filings, and manage hearings in India. NRIs can authorise us through Power of Attorney if they cannot travel.

2. How long does it take to obtain a Succession Certificate?

Timelines vary based on the court’s schedule and notice periods. Most cases take a few months, but interim steps can begin sooner.

3. Can multiple heirs apply together?

Yes. Heirs can apply jointly or one heir may apply with the written consent of others.

4. What assets require a Succession Certificate?

Bank accounts, FDs, PF, PPF, insurance amounts, mutual funds, shares, and other movable assets usually require it.

5. What if there is a dispute among family members?

We can still file the petition, but the court may hear objections. We prepare your documents in a way that presents a clear and balanced case.

If you need a Succession Certificate in India for bank accounts, fixed deposits, shares, or other movable assets, we can handle the full process for you.

Reach out today and let us manage everything on your behalf with clarity and care.