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If the deceased family member who held shares in his/her own name (single) leaves a Will, how do the legal heir/s get the shares transmitted in their names?

mahindra-finance-author

by Mahindra Finance

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July 21, 2023

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1 mins read

The legal heirs are required to get the Will probated by the High Court/District Court of competent jurisdiction and then send us a probated copy of the Will. This should be accompanied by a relevant schedule/annexure setting out the details of the shares, the relevant share certificates in original, the transmission form for transmission, self attested pan card and address proofs of all the claimants.

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