Those who inherit from someone who dies without a will need to seek a certificate from the authorities to verify that they are the rightful heirs of that person. For the legal heirs of a deceased individual, these certificates will assist them in transferring the deceased person's assets to their names. This includes money in a bank account, fixed deposits, and mutual funds.
Where can you go to get a certificate of legal heirship or certificate of surviving member?
Those who are legally heirs can seek for one of these documents. An application for a surviving member certificate must be made to the district magistrate's office, where the legal heir certificate can be acquired.
Survivor certificates can also be applied for online in several states. For example, in Delhi, you may apply through https://edistrict.delhigovt.nic.in. Keep in mind that after submitting an online application, you will need to visit the district magistrate's office to verify and submit your paperwork.
What are the necessary documents?
It doesn't matter if you're applying for a legal heir certification or a certificate for a deceased family member. A legal heir must provide the following papers in addition to a completed application form (available at the district magistrate's office/court):
All legal heirs must provide a copy of their identification and address documents, such as their PAN card or Aadhaar card.
The deceased's original death certificate, issued by a local authority.
Copy of deceased person's ID and proof of address.
An affidavit of undertaking by the applicant and all the surviving family members is necessary in the event of a legal heir certificate.
The applicant, i.e. the person filing for the certificate on behalf of all the legal heirs, must self-attest the copies of identification and proof of address.
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