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Estate planning · Succession

Succession Certificate: when and how to get one

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  1. Facts

    A Succession Certificate is issued by a civil court to authorise legal heirs to collect debts, securities, and assets of a deceased person without a Will. Required by banks and financial institutions when there is no nominee and no probated Will. Takes 3-6 months for uncontested cases. Court fees: percentage of asset value (varies by state, typically 2-3%).

  2. Provisions and law

    • Indian Succession Act 1925, Sec 370

  3. Analysis

    A Succession Certificate is issued by a civil court to authorise legal heirs to collect debts, securities, and assets of a deceased person without a Will. Required by banks and financial institutions when there is no nominee and no probated Will. Takes 3-6 months for uncontested cases. Court fees: percentage of asset value (varies by state, typically 2-3%).

  4. Conclusion

    1. Death Certificate
    2. Details of assets to be claimed
    3. Family tree / legal heir certificate
    4. Affidavit of legal heir

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Startup tax holiday certificate from the Inter-Ministerial Board, Sec 80-IAC (Sec 140, Income-tax Act 2025)

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