About this service
When a shareholder passes away, their shares do not automatically appear in the names of the family. The shares must be formally transmitted to the nominee or legal heirs by following the procedure of the company and the depository.
Every case is different, depending on whether there is a nominee, a will, or no will at all. We help you understand which route applies, gather the right documents and deal with the company's registrar so that the process is not delayed by repeated queries.
Who this is for
- You have inherited shares from a parent, spouse or relative
- You are named as a nominee in the shareholder's records
- The shareholder passed away without a will
- You found share certificates or demat statements among the deceased's papers
- Several legal heirs need to agree on how the shares are to be held
How we help
- 1
Identify the holdings
We help you find out which companies, folios and demat accounts the shares are held in.
- 2
Choose the right route
We explain whether transmission is through nomination, a will, a succession certificate or a legal heir certificate.
- 3
Prepare the documents
We prepare the claim forms, affidavits, indemnities and supporting papers.
- 4
Submit and coordinate
We submit to the company, registrar or depository participant and respond to their queries.
- 5
Confirm the transfer
We follow up until the shares are credited to your demat account.
Documents commonly needed
The exact list depends on your case. We will confirm what applies to you.
- Death certificate of the shareholder (attested copy)
- Original share certificates or demat account statement
- Nominee details, if a nomination was made
- Proof of relationship, such as a legal heir certificate
- Will and probate, or succession certificate, where applicable
- Claimant's PAN, identity and address proof
- Demat account details of the claimant
- Indemnity bond, affidavits and no-objection letters from other heirs, where required
Frequently asked questions
Do I need a succession certificate?
It depends on your case, including the value of the holding, whether there is a nominee and whether a will exists. The company or depository decides what it will accept, and we will tell you what your case is likely to need.
What if there is a nominee?
Having a nominee can make the process simpler, although requirements vary. We will explain what applies in your case.
What if one of the heirs lives abroad?
That is fine. Documents can be signed and attested abroad, and we guide you through the requirements.
Can this be done if the shareholder passed away many years ago?
In many cases, yes. Older cases may need extra documents, and we will help you work out what is required.
This page is general guidance, not legal or financial advice. Requirements differ between companies and cases, and we cannot guarantee any outcome.
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