Also Read: Understanding Property Ownership Transfer in India: Intestate and Testamentary Succession Explained
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Succession Certificate for NRIs: A Complete Guide to Claiming Assets in India
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Read MoreSituations where Succession/Legal heir certificate is required
Read MoreUnderstanding Property Ownership Transfer in India: Intestate and Testamentary Succession Explained
Read MoreWhat are various situations in which succession certificate is required?
Read MoreSituations where Succession/Legal heir certificate is required
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