Description
A death in the family brings grief, and then a pile of paperwork nobody explains. Banks ask for certificates, insurers want forms, the pension stops, a brother claims the house because his name is in the land record, and relatives insist that married daughters have no share. Families lose months, and sometimes their rightful share, because they apply for the wrong document, treat a nominee as the owner, or miss a deadline. This course walks heirs through exactly what to do after a death, in order, with the sections, forms, timelines and forums that apply in India.
What you will learn
- How to register a death, correct the certificate and handle delayed registration under the 2026 amendment
- What to do in the first 30 days: securing papers, informing institutions, vehicles, loans and tax
- When you need a legal heir certificate, a succession certificate (Indian Succession Act, Part X) or probate, after the 2025 omission of section 213
- Why a nominee is not the owner, and how banks must settle claims under the Reserve Bank’s 2025 directions, including lockers
- How to claim PPF, post office schemes, EPF, EDLI, family pension, gratuity, shares, mutual funds and life insurance
- Who inherits under the Hindu Succession Act, including daughters’ coparcenary rights after Vineeta Sharma, and the basics of Muslim, Christian and Parsi succession
- How to update land records and divide property by partition, family settlement or relinquishment deed, and what limitation periods apply to disputes
- A step-by-step action plan, a document checklist and model letters, indemnity, relinquishment and petition outlines
Who this course is for
Families who have lost a parent, spouse or relative and must now claim property, bank money, shares, insurance and pensions; the family member handling the paperwork; NRI heirs; and anyone helping a bereaved friend or relative. No legal background is needed.
How the course works
6 modules and 18 self-paced text lessons, with worked examples from Indian families, exact sections and practical steps. A 5-question quiz follows each module, and the final module gives you an order-of-actions plan, a document checklist 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 7 November 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.
Access: after payment, open My account > Courses (or the course page) and start learning. Lifetime access to this course.
Free guides for this course
- Legal Heir Certificate vs Succession Certificate: Which One Do You Need
- How to Claim a Deceased Person’s Bank Account, FD and Locker
- Transfer of Shares, Demat and Mutual Funds After Death (Transmission)
- Property Mutation After the Owner Dies: Step by Step
- PF, Pension and Gratuity Claim After an Employee Dies
- Daughters’ Share in Ancestral Property After Vineeta Sharma
