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Certificate Course in Senior Citizens’ Rights and Estate Planning: Wills, Nominations and Succession

Categories: Certificate courses
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About Course

Most family property fights in India start with a missing or badly made paper: no will, an outdated nominee, a gift deed with no condition of care, or a power of attorney that stops working just when it is needed. Elderly parents are left without support, money is paid to the wrong person, and heirs spend years in court. This course explains, in plain language, the rights of senior citizens and the tools of estate planning, so that you can protect yourself or your parents and leave property to the right people.

What you will learn

  • How parents and senior citizens can claim maintenance under the 2007 Act (up to ₹10,000 a month) and section 144 BNSS (no ceiling)
  • How section 23 lets a parent recover property given on a promise of care, and why abandonment is a crime
  • How to make a valid will: capacity, two witnesses under section 63, registration, codicils and revocation
  • Where probate stands after the Repealing and Amending Act, 2025
  • Why a nominee is usually not the owner, and the new rules for bank, insurance, demat, mutual fund and EPF nominations
  • Who inherits without a will under the Hindu Succession Act, with notes on Muslim, Christian and Parsi law
  • Gift and settlement deeds, joint accounts, lockers, powers of attorney and planning for incapacity
  • How to spot elder abuse and financial fraud, and what to do first, with checklists and model formats

Who this course is for

Senior citizens, their adult sons and daughters, caregivers, and anyone who owns property, savings or investments and wants them to reach the right people without a dispute. No legal background is needed.

How the course works

6 modules and 18 self-paced text lessons, each with worked examples from Indian families, exact sections and practical steps. A 5-question quiz follows each module, and the final module gives you checklists and model formats you can adapt.

How the certificate works

  • Final test of 30 MCQs, mostly real-life scenarios
  • 45 minutes, pass mark 60%
  • Retry allowed if you do not pass
  • Certificate with a unique ID, verifiable online at lexfolio.in/verify-certificate/
  • It is a certificate of completion from Lexfolio, not a degree, diploma or professional qualification

This course is for education and general information, not legal advice for a specific case. Law as on 29 October 2026. For your own matter, consult a lawyer or your District Legal Services Authority (NALSA helpline 15100).

Access: after payment, open My account > Courses and start learning. Lifetime access.

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What Will You Learn?

  • Claim maintenance for a parent or senior citizen before the right forum
  • Use section 23 to protect property given on a promise of care
  • Make, update and revoke a valid will with proper witnesses
  • Understand probate after the Repealing and Amending Act, 2025
  • Set up nominations that match your will across banks, insurance, securities and EPF
  • Work out who inherits without a will under Hindu succession law
  • Choose safely between a will, a gift deed and a power of attorney, and plan for incapacity
  • Recognise elder abuse and financial fraud and act in the right order

Course Content

Module 1: Senior citizens’ rights and the right to maintenance
Why estate planning and elder rights matter, and how a parent or senior citizen can claim maintenance from children under the 2007 Act and section 144 BNSS, and recover property given on a promise of care.

  • Why this course matters, and how it works
  • Maintenance under the Senior Citizens Act, 2007
  • Protecting property and person: section 23, section 24 and section 144 BNSS
  • Module 1 quiz

Module 2: Wills: making, changing and proving them
Who can make a will, how to sign and witness it under section 63 of the Indian Succession Act, 1925, whether to register it, how to change or revoke it, and where probate still matters after the 2025 change.

Module 3: Nominations: banks, insurance, shares, mutual funds and EPF
What a nominee really is, the new four-nominee rule for bank deposits, the insurance exception in section 39(7), SEBI's nomination rules for demat and mutual funds, EPF nominations, and how to claim when an account holder dies.

Module 4: Inheritance without a will
Who inherits when a Hindu man or woman dies without a will, daughters' coparcenary rights after Vineeta Sharma, short notes on Muslim, Christian and Parsi law, and the certificates heirs need.

Module 5: Lifetime transfers, powers of attorney and planning for incapacity
Gift and settlement deeds, stamp duty and registration, the risks of giving property away during life, powers of attorney and their limits, and how to plan for illness or loss of capacity.

Module 6: Elder abuse, financial fraud and your estate planning toolkit
How to recognise and respond to elder abuse and financial fraud, what senior citizens' benefits to check, and a practical toolkit of checklists, a step-by-step plan and model formats.

Final Assessment and Certificate
Pass the final assessment with 60% or more to receive your certificate of completion. You have 3 attempts.

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