Service
Legal Heirship Certificate
Guidance on obtaining the legal heirship or succession documents needed for share claims.
When a shareholder passes away without a nominee, companies need proof of who the legal heirs are before shares can be transmitted. Depending on the value involved and the family situation, this could be a Legal Heirship Certificate, a Succession Certificate, Probate of a will, or a simpler set of affidavits and NOCs. We help you understand which one you actually need, so you don't spend time and money on the wrong one.
This service is for you if…
- Families where the shareholder had no nominee
- Heirs who have been asked for a succession or heirship certificate
- Cases where there is a will that may need probate
- Families with shares across many companies
Where cases usually get stuck
- Choosing between Legal Heirship Certificate, Succession Certificate and Probate
- Checking whether simplified documentation is allowed for the value involved
- Preparing family details, affidavits and NOCs
- Coordinating with advocates for court processes, where needed
Your document checklist
- Death certificate of the shareholder
- ID and address proof of all legal heirs
- Family tree / relationship details
- Details of the shareholdings (certificates, folio numbers, statements)
- Will, if any
- Affidavits and NOCs from other legal heirs, where applicable
This is a general list and may vary by case, company and RTA. We'll give you an exact checklist after reviewing your documents.
What we do, step by step
- 1
Assess
We review the holdings, family situation and values to find the right document.
- 2
Guide
We explain the process, cost and documents for that route in simple terms.
- 3
Prepare
We prepare affidavits, NOCs and supporting papers, and coordinate with advocates where a court order is needed.
- 4
Use it
We use the certificate to complete transmission with every company and RTA.
Questions about Legal Heirship
Broadly, a Legal Heirship Certificate identifies the legal heirs of the deceased, while a Succession Certificate is issued by a civil court and authorises the holder to collect debts and securities of the deceased. Which one a company accepts depends on its rules and the value involved. We help you check before you apply.
Often needed together
Need help with Legal Heirship? Let's look at your case together.
Send us a photo of your certificate or tell us your situation. We'll tell you what's possible, free of charge.