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Succession Certificate for Bank Assets

Obtained succession certificate for widow and children to access Rs.14 lakhs in assets of deceased.

Maharashtra20224 monthsJalna District Court

Client Challenge

A widow needed to access late husband's bank accounts, mutual funds and insurance proceeds totaling Rs.14 lakhs.

Legal Strategy

Filed petition for succession certificate under Indian Succession Act before the District Court.

Investigation & Evidence

Gathered death certificate, bank statements, investment records, and family documents.

Documentation

Filed petition with complete documentation of all assets and legal heirs.

Court Proceedings

Court published notices, received no objections, and granted certificate.

Resolution

Succession certificate granted. All assets transferred.

Final Outcome

Full Rs.14 lakhs accessed. Children's education secured.

Lessons Learned

Early filing and complete documentation avoids delays.

Client Feedback

"Quick and professional during our difficult time."

#succession#civil law#bank accounts#legal heir

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