Succession Certificate & Legal Documentation

If you’ve lost a loved one and need to claim their shares, securities, or financial assets, obtaining a Succession Certificate becomes a crucial legal step. Our team assists families across Mumbai, Thane, and Navi Mumbai with a smooth, end‑to‑end process.

What Is a Succession Certificate?

A Succession Certificate is a legal document issued by the District Civil Court that authorizes the rightful legal heir(s) to collect and claim the movable assets of a deceased person including:

• Bank accounts and fixed deposits (FDs)
• Shares and unclaimed dividends
• Bonds, mutual funds, and insurance proceeds
• Money lying with IEPF

Why Do You Need a Succession Certificate?

You will require a Succession Certificate when:

• The deceased did not leave a Will (intestate death)
• There is no nominee, or the nominee has died
• Financial institutions demand legal proof of inheritance
• You need to recover assets from IEPF

How to Apply (Mumbai · Thane · Navi Mumbai)

1. Filing the Petition: In the District Civil Court where the deceased last resided.
2. Submit Required Documents: Death certificate, identity/address/relationship proof, and list of assets.
3. Court-Issued Public Notice: The court publishes a notice in a newspaper inviting objections (30-day waiting period).
4. Court Hearing & Grant: If no objections arise, the court issues the Succession Certificate.