When a person dies intestate, the process of getting their property transferred can be initiated by gathering a specific set of documents. Here's what you will typically need to begin the estate transfer process for your father's property:
Death Certificate:
The first and foremost document you need is the death certificate of your father. This document officially confirms his passing and is essential for various legal procedures.
Legal Heir Certificate:
A legal heir certificate is necessary to establish the rightful heirs of the deceased person. This document identifies and verifies the legal heirs who are entitled to inherit the estate.
Succession Certificate:
In some cases, a succession certificate may be required, especially if the deceased person had financial assets like bank accounts, shares, or investments. This certificate, issued by a civil court, grants the legal right to the heirs to claim these assets.
Property Documents:
If your father owned immovable property, you will need ownership documents/property records like property deeds, titles, and land records to transfer property.
Identification and Address Proofs:
Ensure you have your identification documents (such as Aadhaar card, passport, or voter ID card) and address proofs (like utility bills or rental agreements) in order.
Affidavits:
You might need affidavits from legal heirs, stating their relationship with the deceased person and their claim to the estate.
Bank Statements and Passbooks:
If your father had bank accounts, keep the bank statements and passbooks ready. These will be crucial when dealing with financial institutions.
Marriage Certificate:
If applicable, a marriage certificate may be required to establish the marital status of the deceased person with the surviving spouse
PAN Cards:
Copies of the PAN cards for the deceased person and all legal heirs might be necessary for financial transactions and tax-related matters.
Income Tax Returns:
It's a good practice to have copies of your father's previous income tax returns and related financial documents.
Any Existing Debts:
Make a list of any outstanding debts or liabilities of your deceased father, as these will need to be settled from the estate.
Once you have collected all documents, you will have to contact various entities such as the sub registrar's office, local municipality office, bank branch, AMC, insurance company, local court, etc. in order to submit the correct paperwork to each to complete the process of getting the accounts and property transferred.
Please note that the specific requirements may vary depending on the state you are in. It's advisable to consult with a legal expert who specialises in probate and estate matters to guide you through the process. At Yellow, we can provide tailored advice and an end-to-end solution based on your unique circumstances and local regulations.