Legal Heir & Succession
duration
3–6 months
best for
Unclaimed Shares & Dividends
approach
End-to-end compliance & recovery
How we work
Transferring shares and unclaimed assets after the loss of a family member can be a complex, paper-heavy legal process. Between obtaining successions certificates, handling missing original share documents, and coordinating with multiple company registrars, legal heirs often face daunting administrative hurdles.
We help families navigate the legal heir transmission process from start to finish. We audit the holdings, draft all required affidavits, indemnities, and NOCs, and coordinate directly with company nodal officers and registrars (RTA).
Our goal is to handle the legal and administrative complexity so that the rightful heirs can securely receive and transfer investment assets into their own Demat accounts without unnecessary delay.
What's included
Succession & Asset Audit: Identifying and mapping lost or unclaimed shares, dividends, and mutual funds of the deceased holder
Documentation & Legal Drafting: Drafting Affidavits, Indemnity Bonds, NOCs from co-heirs, and Succession Certificate filings
RTA & Nodal Officer Liaison: Complete handling of transmission requests with Registrars and Company Nodal Officers
Probate & Succession Assistance: Guidance on legal heirship certificates, wills, and probate documentation requirements
Folio & Name Correction: Resolving variations in legal names, address updates, or missing folio records
Demat Transmission & Settlement: End-to-end management until the shares are safely credited to the heir's Demat account
Get started
Whether you are starting the transmission process or dealing with stalled paperwork from company registrars, a quick call is the easiest way to figure out how we can assist. We'll review your legal standing and documentation requirements.
So, what's next?
Most of our work starts with a short call. Tell us what you're building and where you're stuck. If it's a fit, we'll tell you. If it's not, we'll say that too.
