The Difference Between Probate And Succession Certificate

Probate and succession certificates have different functions in inheritance-related legal concerns. Legal heirs seek a succession certificate to prove they have the right to inherit and administer the decedent’s property, especially if it is a moving asset such as a bank account. It is frequently approved by a civil court and is a speedier process. Probate, on the other hand, is a court-managed process that authenticates a decedent’s will and validates the executor’s power to distribute assets, particularly real estate. For immovable property, probate is usually necessary. It is a more formal legal process that makes sure the deceased’s wishes are followed exactly as intended. This was the basic difference between probate and succession certificate.

When Is A Succession Certificate Required

When someone dies without leaving a will (intestate) and their heirs need to prove they are entitled to the deceased’s property—especially movable assets—a succession certificate is usually needed. Managing investments, obtaining money from bank accounts, and moving other movable assets are typical situations. The certificate enables the heirs to access and manage the inheritance of the deceased by proving their legal position as the lawful heirs. It is a crucial legal document that makes asset transfers easier and keeps prospective claimants from fighting over the same things. Depending on the particulars of the assets involved and local legislation, several succession certificates may be needed.

When Is A Probate Of Will Required

In most cases, when someone dies and leaves a valid will that directs how their assets are distributed, the will needs to be probated. Through the probate process, a court order formally recognising the will’s validity and confirming the executor’s ability to carry out its provisions must be obtained. In order to transfer ownership or access cash in accordance with the stipulations of the will, banking institutions and other entities may require probate for immovable assets, such as real estate. The probate procedure gives the directions in the will legal legitimacy and aids in ensuring the equitable division of the deceased person’s estate. Depending on the assets involved and the jurisdiction, different requirements may apply for probate.

How Can We Help NRI’s Get Succession Certificates

Navigating legal procedures is necessary when helping Non-Resident Indians (NRIs) secure succession certificates, and it frequently calls for working with legal experts. The following procedures will assist NRIs in acquiring succession certificates:

Legal Consultation:

We have the required legal experts with knowledge of Indian inheritance laws for advice. Talk about the case’s particulars, the deceased’s belongings, and the relevant legal processes.

Document Verification:

We will prepare the required paperwork, such as the death certificate, evidence of relationship, asset data, and any wills that may already be in place and also verify that every document is legitimate and in order.

Power Of Attorney (POA):

If the non-resident Indian (NRI) is unable to be present in person, they might think about granting a Power of Attorney to a reliable agent in India to act on their behalf. We are capable of managing court cases and paperwork.

Application Filing:

We will file the succession certificate application to the relevant Indian civil court. The application ought to contain information on the deceased person’s assets, heirs, and grounds for requesting the certificate.

Court Representation:

We or our team of legal experts will legally represent you during hearings if the court orders it.

Publication Of Notice:

Publish any notices required by some jurisdictions so that interested parties can object to the application. Ensure that you fulfil all such obligations.

Timely Compliance:

We will make sure that any court orders and further demands for papers or information are followed on time.


In summary, helping Non-Resident Indians (NRIs) get succession certificates requires a methodical and meticulous approach. Adherence to legal procedures, careful documentation, and cooperation with legal experts are critical. The process can be handled more easily if a local representative is appointed through the use of a Power of Attorney (POA), particularly in cases where the NRI is unable to be present in person. A successful application depends on a number of factors, including knowing the rules relevant to the jurisdiction, keeping up with legal developments, and resolving any potential heir conflicts. It is ensured that NRIs are informed about the status of the succession certificate application by regular communication with legal agents. All things considered, a legal and knowledgeable approach is necessary for a speedy and seamless conclusion of the NRI probate and succession certificate process.


1. Can An NRI Apply For A Succession Certificate Online?

Each jurisdiction has its own procedure for requesting a succession certificate, and not every area may allow online applications. To find out the precise rules and processes for the relevant court, it is imperative to speak with a legal expert.

2. What Documents Are Typically Required For Obtaining A Succession Certificate For NRIs?

Often, the death certificate, evidence of the deceased’s relationship, an inventory of their belongings, any will that may have been in place, and records attesting to the NRI’s status are required.

3. How Long Does It Take To Obtain A Succession Certificate For NRIs?

The length of time it takes to get a succession certificate varies according to the intricacy of the case, the court’s caseload, and the effectiveness of the legal system.

4. Is It Necessary To Publish A Notice During The Succession Certificate Application Process?

It could be necessary in some jurisdictions to issue a notice regarding the application so that interested parties might object.

5. Can An NRI Contest The Succession Certificate If They Disagree With The Court’s Decision?

Indeed, an NRI has the same right to appeal a court ruling as any other party. In order to provide facts and arguments in favour of the objection, legal procedures must be followed. To successfully manage the contestation procedure, legal guidance is crucial.