Succession Certificate for Shares
What it is
A succession certificate is a court document. It gives the holder the right to collect money and shares that belonged to someone who has died. The most important question is whether you actually need one. Getting it takes a court process, and if the registrar would have accepted simpler papers, it costs you months you didn’t need to spend.
When you need it
The registrar has asked for one for this holding.
There’s no will and no nominee, and the value is too high for simpler papers.
Family members disagree about who should get the shares.
When you don’t
A nominee was named, which is usually enough with a few supporting papers.
The registrar has said a legal heir certificate and declarations will do.
Nobody has checked yet whether one is needed. Ask that first.
Where This Fits in Your Claim
Services that need it
Guides that use this
Problems this solves
Tell us what you’re claiming and we’ll tell you exactly which documents you need, before you fill in anything. Checking is always free.