4.8 Google Rating
Succession Certificate in Mumbai: Court Filing for Bank, Share and Securities Claims
Need to claim a deceased family member’s bank deposits, fixed deposits, shares or mutual funds in Mumbai? A Succession Certificate in Mumbai is the court-issued document that gives you the legal authority to do exactly that.
PropResolve drafts your petition, calculates the correct court fee, manages the mandatory newspaper publication, and represents you before the Bombay High Court or the City Civil Court, so you recover what is rightfully yours without untangling the registry on your own.
1,200+ Matters Resolved
Statutory Compliance
Transparent Estimates
100% Money-Back Guarantee
What a Succession Certificate Does in Mumbai
A Succession Certificate is granted under Section 372 of the Indian Succession Act, 1925. It authorises the rightful heirs of a person who died without a Will to collect the deceased’s debts and securities, including bank balances, fixed deposits, shares, bonds, debentures and mutual funds, and it protects the institution that releases those assets to you.
It is not the same as a Legal Heir Certificate, which revenue authorities issue for pension and mutation purposes. If you are unsure which one your situation needs, our national Succession Certificate team will confirm it in your first call. For estates that include immovable property in Mumbai, a Succession Certificate alone is usually not enough, which we explain below.
When You Need a Succession Certificate in Mumbai
- Bank deposits with no nominee: a Mumbai bank or post office refuses to release a deceased account holder's funds.
- Shares and securities: transmitting demat holdings, shares, debentures or mutual funds held with a company or registrar.
- Insurance and provident fund: a claim with no valid nomination needs court authority before settlement.
- Multiple heirs: a single court-recognised instrument confirming who may receive the deceased's movable assets.
Which Court Issues It in Mumbai
This is where Mumbai differs from most cities, and getting the forum wrong delays everything. Depending on the value of the estate and where the deceased ordinarily resided at the time of death, your Section 372 petition is filed in one of the forums below. We confirm the correct one during your consultation so the petition is admitted without a jurisdictional objection.
| Forum in Mumbai | When it applies |
|---|---|
| Bombay High Court (testamentary side) | Estates within its ordinary original civil jurisdiction in Greater Mumbai |
| Bombay City Civil Court | Suburban district matters within its pecuniary limit |
| District Court | Where the deceased ordinarily resided, or where the assets are situated |
Documents Required in Mumbai
- Death certificate of the deceased (original plus copies)
- Identity and address proof of the applicant (Aadhaar, PAN, passport)
- Proof of relationship to the deceased (birth certificate, family records)
- Schedule of debts and securities with values (bank statements, FD receipts, demat or share statements, policy documents)
- Details and written consent or no-objection of all other legal heirs
- Death certificate of any heir who predeceased (if applicable)
- Petition and affidavit on stamp paper (we draft this for you)
- Recent passport-size photographs of the applicant
Cost and Timeline in Mumbai
Two separate costs apply: the statutory court fee paid to the court, and PropResolve’s professional service fee.
Court fees in Maharashtra are governed by the Maharashtra Court-Fees Act, 1959. The fee is charged on the value of the debts and securities you list, commonly worked out at roughly 2 to 3 percent of that value, subject to the maximum ceiling under the Act (widely applied at Rs 75,000), and paid in judicial stamp. Newspaper publication and incidentals add roughly Rs 8,000 to Rs 20,000.
The packages below are PropResolve’s indicative professional service fee for the Mumbai market, exclusive of the statutory court fee. Your final quote is confirmed once the asset value and forum are assessed.
| Package | Service Fee (INR)* | Best for |
|---|---|---|
| Essential | ₹35,000 – ₹50,000 | Single heir, uncontested, straightforward asset list |
| Standard | ₹55,000 – ₹85,000 | Multiple heirs; full drafting, filing, publication and hearings |
| Premium | ₹90,000 – ₹1,50,000 | High-value estate or where objections are likely |
| NRI Remote | From ₹1,50,000 | Remote management, PoA adjudication, international courier |
*Indicative estimate based on the prevailing Mumbai market for succession petitions. The statutory court fee, newspaper publication and incidentals are charged separately.
Our 6-Step Mumbai Process
Step 1: Free consultation and forum check
We review the death certificate and asset list, then confirm whether your matter belongs before the Bombay High Court or the City Civil Court.
Step 2: Document collection and asset schedule
Our team vets your proofs and prepares a verified schedule of debts and securities with values, which drives both the petition and the court fee.
Step 3: Drafting the Section 372 petition
We prepare the petition and supporting affidavit, list all heirs, and secure the consent or no-objection of co-heirs where required.
Step 4: Filing and court fee payment
We file the petition and pay the ad valorem court fee in judicial stamp, calculated on the value of the listed assets.
Step 5: Newspaper publication and objection window
The court directs a public notice in a newspaper. A statutory window of around 45 days is allowed for any objections.
Step 6: Hearing and grant
Once the window closes and the court is satisfied, the Succession Certificate is granted under Section 373 and delivered to you in physical or digital form.
Succession Certificate vs Legal Heir Certificate vs Probate
| Feature | Succession Certificate | Legal Heir Certificate | Probate / LoA |
|---|---|---|---|
| Issuing authority | Bombay High Court or City Civil Court | Revenue authorities (Tahsildar) | Bombay High Court |
| Governing law | Indian Succession Act, 1925 | State revenue rules | Indian Succession Act, 1925 |
| Used for | Bank deposits, shares, securities | Pension, mutation, benefits | Estates under a Will or immovable property |
| When it applies | Death without a Will, movable assets | Identifying heirs for benefits | Validating a Will or administering an estate |
| Typical timeline | 4 – 8 months | A few weeks to 2 months | 6 – 12 months |
For immovable property in Mumbai such as a flat, shop or land, a Succession Certificate does not transfer ownership. You will usually need Letters of Administration or probate of a Will, followed by property transfer and property mutation to update municipal and society records. We handle the full chain.
Managing a Mumbai Inheritance from Abroad
For NRIs and outstation families, repeated trips to the Bombay High Court or City Civil Court registry are impractical. PropResolve acts as your local legal representative and manages the petition end to end on your behalf.
Features
- Complete remote management of the petition, hearings and publication.
- Coordination with co-heirs in India for consent and no-objection.
- Power of Attorney (PoA) drafting and adjudication so we can act for you.
- International courier delivery of the final certificate.
Frequently Asked Question
Secure Your Family's Assets with a Succession Certificate in Mumbai
Speak to a verified inheritance lawyer today. We confirm your forum, estimate your court fee and professional cost, and start your petition without delay.