The Indian Government has mandated the possession of a succession certificate so that appropriate legal heirs can easily claim their assets. These assets are movable and can be in the form of funds in the bank account, securities, debts, equities, etc.

In order to obtain a succession certificate, the below-mentioned points should be attended to while filing a petition:

•  This certificate is granted by the District Judge or in the High Court falling under the qualified jurisdiction.
• It is to be kept in mind that a qualified or competent jurisdiction is that particular district in which the deceased resided at the time of his death. If there is an unavailability of such a place then the consideration of the jurisdiction is towards the location of the assets.
• The petition under section 372 of the Indian Succession Act 1925, should be in the form of an affidavit from the Class I legal heirs or it can be from the successor of the deceased person only and no other relative.

Details required to obtain a Succession Certificate

A valid legal heir can apply to the court of Jurisdiction to obtain the Succession Certificate. The application should be in the prescribed format and should contain the key essential elements given herewith:

• Resident Information.
• The rights of the applicant.
  No obstacle to the grant of the certificate.
• The time of death of the deceased’s person.
• Important information about family, class-I legal heirs, or nearby relatives.