Estate planning · Succession

Legal Heir Certificate: simpler alternative to Succession Certificate

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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

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.

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