situations where Succession/Legal heir certificate is required Inheritance of Property in India
Situation |
Legal Heir Certificate |
Succession Certificate |
Inheritance of Property in India |
Yes |
Yes |
Accessing Bank Accounts |
Yes |
No |
Claiming Life Insurance Benefits |
Yes |
Yes |
Transferring Shares or Investments |
Yes |
Yes |
Inheriting Debts or Liabilities |
Yes |
Yes |
Property Sale or Transfer |
Yes |
Yes |
Succession Planning |
Yes |
Yes |
Nomination or Will Execution |
Yes |
Yes |
Applying for Government Benefits |
Yes |
No |
Settling Legal Disputes |
Yes |
Yes |
Claiming Movable assers |
yes |
yes |
Also Read: Understanding Property Ownership Transfer in India: Intestate and Testamentary Succession Explained