A Warisan Certificate, also known as a Legal Heir Certificate or Succession Certificate, is an essential legal document that establishes the rightful heirs of a deceased person. This certificate is crucial for transferring assets, claiming benefits, and managing the deceased’s estate. This comprehensive guide will cover everything you need to know about the warison certificate application process, including its importance, eligibility criteria, required documents, step-by-step application procedure, and tips for a smooth application process.

Importance of a Warisan Certificate

A Warisan Certificate is indispensable for several reasons:

  1. Legal Recognition of Heirs: It formally identifies the legal heirs of the deceased, which is necessary for the transfer of property and assets.
  2. Transfer of Assets: Essential for transferring immovable property, bank accounts, investments, and other assets to the rightful heirs.
  3. Claiming Insurance and Benefits: Required to claim insurance proceeds, pension, and other benefits due to the deceased.
  4. Avoiding Legal Disputes: Helps in preventing disputes among family members regarding the distribution of the deceased’s estate.
  5. Managing Debts and Liabilities: Necessary for addressing any outstanding debts or liabilities of the deceased.

Eligibility Criteria for Warisan Certificate

The Warisan Certificate can be applied for by the immediate heirs of the deceased, which typically includes:

  1. Spouse: The surviving husband or wife of the deceased.
  2. Children: Sons and daughters, including legally adopted children.
  3. Parents: The deceased’s father and mother, in the absence of a spouse and children.
  4. Siblings: Brothers and sisters, in case the deceased has no surviving spouse, children, or parents.

Required Documents for Warisan Certificate Application

To apply for a Warisan Certificate, the following documents are generally required:

  1. Death Certificate: The official death certificate of the deceased, issued by the local municipal authority or registrar.
  2. Proof of Relationship: Documents proving the relationship with the deceased, such as birth certificates, marriage certificates, or legal adoption papers.
  3. Identity Proof of Applicant: Government-issued ID such as Aadhaar card, Voter ID, Passport, or Driver’s License.
  4. Address Proof of Applicant: Valid address proof like a Ration card, utility bills, or bank statements.
  5. Affidavit: A notarized affidavit declaring the legal heirs of the deceased.
  6. Family Tree Chart: A chart illustrating the family hierarchy, often attested by a local authority or gazetted officer.
  7. Application Form: A duly filled application form, available at local municipal offices or online portals.

Step-by-Step Procedure for Warisan Certificate Application

Step 1: Obtain the Death Certificate

The first step is to acquire the official death certificate of the deceased from the municipal corporation or panchayat where the death occurred. This certificate is crucial for the entire process.

Step 2: Gather Necessary Documents

Collect all the required documents, including identity proofs, relationship proofs, and address proofs. Make sure all documents are valid and up-to-date to avoid any issues during verification.

Step 3: Prepare the Affidavit

Prepare a notarized affidavit stating the legal heirs of the deceased. This document should detail the names and addresses of all legal heirs and must be sworn before a notary public or a magistrate.

Step 4: Create the Family Tree Chart

Draft a detailed family tree chart illustrating the relationship between the deceased and the legal heirs. This chart should be authenticated by a local authority or a gazetted officer.

Step 5: Fill the Application Form

Obtain the application form for the Warisan Certificate from the local municipal office or download it from the official government website. Fill in the form accurately, providing all necessary details.

Step 6: Submit the Application

Submit the completed application form along with the required documents to the local Tehsil office, District Magistrate, or Sub-Divisional Magistrate (SDM) office. Ensure all documents are self-attested and the affidavit is notarized.

Step 7: Verification Process

After submission, the authorities will initiate a verification process. This includes cross-checking the submitted documents and may involve inquiries with local officials or a visit to the applicant’s residence.

Step 8: Payment of Fees

There is usually a nominal fee associated with the application process. Pay the required fee at the designated office or through the online portal, if available.

Step 9: Issuance of Warisan Certificate

Once the verification process is complete and the application is approved, the Warisan Certificate will be issued. The certificate can either be collected in person from the office or, in some cases, delivered via post.

Online Application Procedure

Many states in India, including West Bengal, have introduced online services for the Warisan Certificate application to facilitate easier access. Here’s how to apply online:

  1. Visit the Official Website: Go to the official website of the state government’s e-district portal.
  2. Register/Log In: Register on the portal using your email ID and mobile number. If you are already a registered user, log in using your credentials.
  3. Fill the Online Application: Locate the application form for the Warisan Certificate under the services section. Fill in the required details accurately.
  4. Upload Documents: Scan and upload the necessary documents as per the specifications mentioned on the website.
  5. Submit the Application: After filling in all details and uploading the documents, submit the application online.
  6. Track Application Status: You can track the status of your application through the portal using the application number provided after submission.
  7. Receive Certificate: Upon approval, you can download the Warisan Certificate from the portal or collect it from the designated office.

Tips for a Smooth Application Process

  1. Ensure Accuracy: Double-check all details and documents before submission to avoid delays or rejections.
  2. Seek Assistance: If unsure about any part of the process, seek help from legal advisors or officials at the municipal office.
  3. Keep Copies: Always keep photocopies of submitted documents and the application receipt for future reference.
  4. Follow Up: Regularly follow up with the concerned office if there is a delay in the issuance of the certificate.

Common Challenges and How to Overcome Them

  1. Incomplete Documentation: Ensure that all required documents are complete and valid. Missing or incorrect documents can delay the process.
  2. Verification Delays: The verification process can sometimes take longer than expected. Regular follow-ups and maintaining good communication with the officials can help expedite the process.
  3. Disputes Among Heirs: If there are disputes among the heirs, it is advisable to resolve them amicably before applying. Legal mediation or advice may be necessary in some cases.
  4. Technical Issues with Online Application: If you encounter technical issues while applying online, contact the helpdesk or support team of the e-district portal for assistance.


The Warisan Certificate is a vital document for the legal recognition of heirs and the smooth transfer of the deceased’s assets and liabilities. By understanding the importance, eligibility criteria, required documents, and the step-by-step application process, you can navigate the process efficiently. Whether applying through traditional means or online, being thorough, accurate, and proactive will help ensure a smooth and successful application. This guide aims to provide a clear roadmap to assist you in obtaining a Warisan Certificate, thereby safeguarding your legal rights and facilitating the proper management of the deceased’s estate.