Here’s the difference between probate and succession certificate in India: Probate • Meaning – A legal certificate issued by a court authenticating the validity of a will and granting the executor the authority to administer the deceased person’s estate as per that will. • When required – Mandatory in certain cases (e.g., wills made by Hindus in Presidency towns – Mumbai, Kolkata, Chennai) and in disputes over the will. • Scope – Covers both movable and immovable property mentioned in the will. • Applicant – Executor named in the will or a beneficiary. • Governing law – Indian Succession Act, 1925. Succession Certificate • Meaning – A legal document issued by a court to the legal heirs of a deceased person for claiming debts, securities, and other movable assets when there is no will (intestate death). • When required – For transfer of bank accounts, shares, insurance, and similar movable property. • Scope – Usually limited to movable property; does not deal with immovable property ownership. • Applicant – Any legal heir entitled under succession laws. • Governing law – Indian Succession Act, 1925. In short – Probate confirms and executes a will; succession certificate enables heirs to collect debts and securities when there is no will.

Dear Client, If the deceased left a Will. Probate What it is: A Probate is a legal document which a court issues to verify the authenticity and validity of a Will. It is in essence the court’s seal of approval for the Will. When it is required: In the event of a person’s death which leaves a valid Will a Petition is filed. This is a legal requirement to prove that the Will is valid and that the Executor named in the Will is given the go ahead to handle the deceased’s estate as per the Will’s instructions. Scope: The executor is given authority over all of the deceased’s assets which include movable (for example bank accounts, shares, vehicles) and immovable property (for example land, houses). Who applies: In the person named as executor in the Will applies for Probate. Succession Certificate What it is: A Succession Document which determines the right of the deceased person’s family members to inherit and which also gives them the right to collect the deceased’s assets. When it is required: This issue of certificate comes into play when a person dies without a Will which we also call dying intestate. It serves as proof of the heirs’ right to the deceased’s property. Scope: A Succession Certificate is usually for the deceased’s movable assets which include bank deposits, shares, fixed deposits and other debts or securities. We do not see it to cover immovable property. For immovable property other processes like ‘Letter of Administration’ or ‘Legal Heir Certificate’ are required. Who applies: Any of the legal heirs may apply for it. Simple Analogy Probate is the process by which a court confirms that the terms of a person’s will are valid and that the named executor may proceed. A Succession Report which is a legal document that identifies the heirs and issues them a formal document to present in order to claim the deceased’s movable assets when there is no Will to direct the distribution. I hope this clarifies the distinction for you. Please let me know if you have any further questions. Thank you!

Dear Client, Probate and Succession Certificates are separate legal papers which deal with the issue of a dead person’s assets. Although both issued by the court and concerning the estate of the deceased they have different functions and come into play in different situations. differences:. 1. Estate probate process. Probate is the process by which a court determines the validity of a deceased person’s Will. Also included in probate is a certified copy of the Will along with grant of administration to the executor. Purpose: The probate process is for verification of a Will’s validity. Once a Will is proven in probate it is put forth as the official and final testament of the deceased. When It's Required: In certain cases only does probate become a requirement as per the Indian Succession Act of 1925. It is a must if the deceased was a Hindu, Buddhist, Sikh, or Jain and:. The Will was signed in Mumbai, Kolkata, or Chennai. In some cases the Will was drawn up outside of these territories but it does to which is in these cities. Applicability: Probate is an issue for which both movable and immovable property is put forward and at which point the executor is given the right to run the estate according to the Testator’s wishes. Who Applies: In the case that an executor is named in the Will he applies for probate. Should no executor be named in the Will a beneficiary may apply for a Letter of Administration with the Will Annexed. 2. Successor Certificate. A Succession Certificate is issued by a civil court to the legal heirs of a person that died without a Will (intestate). Purpose: Its role is to put in place the framework for what the legal heir is entitled to from the deceased. This includes movable assets which may be in the form of bank deposits, shares, fixed deposits, provident fund dues and so on. Also it is to put at ease debtors who may go ahead and pay into the certificate holder. When It's Required: A Death Certificate may be required in the case where a person dies without a Will. Banks and other companies use this document to release funds or transfer securities to the proper legal heirs. Applicability: It is for movable property (debts and securities) only. Also it does not grant ownership of immovable property like land or a home. Who Applies: Any legal beneficiary of the deceased may apply for a succession certificate. I hope this answer helps to resolve your queries. Don’t hesitate to reach out in any further questions. Thank you!