WillJini’s Succession Certificate service in Mumbai assists legal heirs in obtaining a court-issued Succession Certificate from the appropriate Mumbai civil court. This certificate is required to lawfully claim financial assets of a deceased person when banks or institutions demand court authorisation.This service is suitable for heirs dealing with banks, financial institutions, or companies operating in Mumbai where formal court certification is required before releasing funds.
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A Succession Certificate is issued by the court under the Indian Succession Act 1925. It authorises the legal heirs of a deceased person to collect debts and securities, which means movable financial assets such as bank accounts, deposits and shares.
In Mumbai, banks and financial institutions commonly ask for it before releasing the funds of a deceased account holder where no Will or valid nomination exists.
When Do You Need a Succession Certificate in Mumbai
The certificate becomes necessary when institutions insist on court authority before releasing assets.
Common situations include:
A bank or financial institution refuses to release funds without court authority
The deceased left no Will and no valid nomination on the account or investment
Shares, deposits or other securities need transmission to the heirs
Multiple heirs need one authorised person to collect and distribute the assets
What the Succession Certificate Process Covers
The process runs through the court from the petition to the grant of the certificate.
This typically includes:
Preparation and filing of the petition before the competent civil court in Mumbai
Identification of the legal heirs and the assets the certificate should cover
The notice stage, where the court invites objections before granting the certificate
Court hearings until the certificate is granted
Submission of the certificate to banks and companies for release and transmission of the assets
Who Should Apply
This service is recommended for legal heirs who need court authority to collect the financial assets of a deceased family member in Mumbai.
It is suitable for:
Spouse, children or parents of the deceased
Heirs dealing with banks, depositories or companies that insist on court authority
Families where several institutions each demand formal authorisation
NRIs, who can apply through proper legal representation
How WillJini Helps with the Succession Certificate in Mumbai
WillJini provides structured support from the first assessment to the release of the assets.
The service may include:
Assessment of whether a Succession Certificate is the right instrument for your case
Preparation of the documents and drafting of the court petition
Filing and representation through our associated lawyers
Coordination through the notice stage and the hearings
Follow up with banks and institutions until the assets are released
Create Succession Certificate in Mumbai
WillJini provides structured legal assistance to help heirs obtain a Succession Certificate from Mumbai courts for claiming financial assets.
Preparation and filing of court petition within Mumbai jurisdiction
Identification of eligible legal heirs and asset details
Procedural guidance through court hearings and stages
I availed of Willjini's POA vetting service. The onboarding and initial connect with the core team was facilitated and supported by Adv. Shweta Ma'am. Details of professional fees were communicated upfront. No hidden costs. Adv. Manisha Ma'am guided me initially, providing vital technical inputs for key decision making. That helped a lot in determing a course of action and appropriate solution for my unqiue requirements. Adv. Riddhi Ma'am helped with reviewing the initial POA draft that I had prepared. The vetting process was thorough and meticulous. A significantly overhauled draft was shared with me and subsequently finalized after taking my inputs and recommendations. I required additional inputs at the time of registration that was further supported by Adv. Manisha and Adv. Riddhi. The registration process was ultimately successful and the POA is ready for pickup. I am grateful to the entire Willjini team for their inputs, guidance and support.
I walked into their office without prior appointment and was attended by Mr.Devvrat Unadkat promptly. He explained with clarity the procedure for drafting a will and also handed over a checklist.
I was assigned a team comprising a Advocate Alpana Rathi and Sucheta Bajaj. From the first meeting with Mr.Devvrat to drafting the will through whatsapp and email by Advocate Alpana and completing the registration formalities by Ms.Sucheta everything went smoothly. The whole team was efficient and professional and with their expertise I am relieved of finalizing and registering the will.
I would highly recommend to my family and friends.
I reached out to them because I needed a will drafted urgently for a house transfer, and I’m honestly so glad I chose them. The team really stepped up. Everything moved quickly and smoothly, but what I appreciated most was how well they communicated throughout the whole process. They kept me updated at every stage without me ever having to follow up. I told them I was in a rush, and they genuinely took that on board — no excuses, no delays, just solid work and a team effort. They got everything done on time and handled it all with care and professionalism. Really grateful for their help and would happily recommend them.
Extremely happy with the services, experience and professional expertise provided by WillJini! Every process was explained with utmost clarity and executed with care & precision. Highly recommend reaching out to WillJini for all your legal matters!
I had good experience with entire exercise of making a will with willgene.You cover every possibility that might happen among we three of us,myself and my two sons. You are straight forward and professional which I like very much.Once required data were collected for the will and followed by corrections, you hardly wasted time to get it registered. Overall I was very happy from start to end.
Thank you to the entire team, especially Alpana Rathi at Willjini, for promptly addressing all my queries. The entire process was smooth and hassle-free, and the support throughout was excellent. Highly appreciated.
We would like to thank the whole team of Willjini for a very smooth process of gift deed and the joint will both at the same time.Your prompt reply on every question was very helpful to us. The best part is that you respected our time and managed to get appointment ASAP and made the whole process stress free for us.
We will surely work with your company again and will definitely recommend to others.
Thank you Riddhi,Suchitra,Devvrat,Alpana,sorry if i missed out anyone's name,you all are best...Thank you 🙏🏼
Outstanding service from start to finish. The entire process was clear, professional, and stress-free. Everything was explained in plain English, and I felt fully supported and confident that my wishes were properly documented. The team was friendly, knowledgeable, and very efficient, answering all my questions promptly. Excellent value for money and complete peace of mind — I wouldn’t hesitate to recommend this will writing company to anyone looking for a reliable and trustworthy service
Availed their services for preparation and registration of two Wills. It was a smooth experience right from the initial discussion to documentation to hassle-free registration. The team assigned was responsive, patient and guided me well. Consultations happened conveniently on phone & emails. Thank you.
I am pleased to share my experience with Willjinni Service Trust. I have established two Family Private Trusts through Willjinni and found their team to be highly professional and supportive. They guided me through every step of the process, from the initial setup to the pre- and post-registration of the Trust Deeds. I strongly recommend Willjinni to anyone considering setting up a Family Trust. Thanks to Shweta, Sucheta, Srishti and Alpana for your support and assistance given through out the assignment .
A Succession Certificate is a document issued by a Mumbai civil court that authorises legal heirs to collect financial assets of a deceased person. It is issued under the Indian Succession Act and is commonly required by banks and institutions.
Is a Succession Certificate mandatory in Mumbai?
It is required when Mumbai-based banks or financial institutions refuse to release funds without court authority, especially where no Will or valid nomination exists.
Which court issues a Succession Certificate in Mumbai?
The competent civil court having jurisdiction over the deceased’s last residence in Mumbai or where the financial assets are located issues the certificate.
Is a Succession Certificate required if there is a Will?
If a valid Will exists, probate may be required in Mumbai. A Succession Certificate is generally used when there is no Will or probate is not applicable.
Who can apply for a Succession Certificate in Mumbai?
Legal heirs of the deceased person can apply by establishing their relationship and entitlement before the Mumbai court.
How long does it take to obtain a Succession Certificate in Mumbai?
The timeline depends on court procedures, documentation accuracy, and whether objections are raised. Proper filing helps reduce delays.
Does a Succession Certificate cover property in Mumbai?
No. It applies only to movable financial assets such as bank accounts, deposits, and securities, not immovable property.
What documents are required for a Succession Certificate in Mumbai?
Common documents include the death certificate, legal heir details, asset information, identity proofs, and court-required supporting documents.
Can NRIs apply for a Succession Certificate in Mumbai?
Yes. NRIs can apply for a Succession Certificate in Mumbai through proper legal representation if the assets are located there.
Why choose WillJini for Succession Certificate assistance in Mumbai?
WillJini provides structured documentation support and procedural guidance aligned with Mumbai court requirements, helping heirs navigate the process smoothly.
