Succession Checker

Describe one asset

Every institution has its own rule book. A bank FD and a demat account of the same value can land in completely different routes — so add each one separately.

What kind of asset is it?

Which kind of institution?

Was a nominee registered? (nominee darj hai?)

Is this asset covered by a Will? (vasiyat)

Your relationship to the deceased

Decides whether the fast track for small holdings is open to you.

Institution name

Branch / office / Registrar (RTA)

Account / folio / policy / demat account number

Approximate value today (₹)

A short name for this asset (so you can recognise it in the list)

Filled once. Used in every draft document below. Nothing is sent anywhere — it stays on this computer.

The person who has passed away

Full name (as on the death certificate)

Date of passing (dehant ki tareekh)

Place of passing (city / town)

Last residential address

The person making the claim (aap, ya jo family member aage aa rahe hain)

Full name

Age (years)

Your relationship to the deceased is asked on the first screen — it decides the route, not just the wording of the letters.

Address

Phone (goes on the covering letter) Father’s / husband’s name (for the bond)

Where and when will the documents be signed

Place of execution (city where you will sign / notarise)

Date of execution

List every other surviving heir, even the ones who are not interested in the money. If an heir is left out, the institution can later reopen the settlement.

What each institution actually needs

One card per asset. Tick things off as you collect them — the ticks are saved on this computer.

Not sure the route is right for your family? Karan reads these — one asset at a time, with the papers you already have. A succession certificate petition costs 2–3% of the asset value; this page and one conversation usually avoid it.

Generated from the details above. Each one prints on its own.

They are drafts: get them typed on stamp paper of the value your State requires, and notarised where noted. A local advocate or your CA should read them before you sign.

When someone in the family passes away, almost every counter says the same three words: “succession certificate laaiye”. Very often that is simply wrong — a court petition costing 2–3% of the asset value and many months of waiting, for something the rules never asked for. Enter one asset at a time below. This tool tells you which of the three routes actually applies to that asset, and then drafts the indemnity bond and the no-objection letter with your family’s details already filled in.

While this is open, each card above also shows the rules it was built on.