Estate planning · Succession
Legal Heir Certificate: simpler alternative to Succession Certificate
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Facts
A Legal Heir Certificate is issued by the revenue authority (Tehsildar/SDM), simpler, faster, and cheaper than a Succession Certificate from court. Accepted by many banks for small accounts (typically under ₹5L), property mutation, government dues, pension claims. Not accepted for large financial assets. Apply at SDM office with Death Certificate, Aadhaar, and family details. Typically issued in 7-30 days.
Provisions and law
- State Revenue Acts
Analysis
A Legal Heir Certificate is issued by the revenue authority (Tehsildar/SDM), simpler, faster, and cheaper than a Succession Certificate from court. Accepted by many banks for small accounts (typically under ₹5L), property mutation, government dues, pension claims. Not accepted for large financial assets. Apply at SDM office with Death Certificate, Aadhaar, and family details. Typically issued in 7-30 days.
Conclusion
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