Legal Knowledge Center

Start with an asset and institution inventory. Keep a separate entry for each property, bank, investment, liability and relevant document. Note the record holder, missing originals and each institution’s written requirements.

• Locate the death certificate and relevant identity records privately.
• Record any will and earlier versions.
• Prepare a family relationship record for counsel.
• List each property’s location and record holder.
• Keep institutions’ responses and restrictions in writing.
• Record disputes and unanswered questions for qualified counsel.

Keep completed notes privately. This checklist does not determine inheritance shares or authorize a transfer.

Read the NRI inheritance guide · India Code legislation

Before signing a gift, release or family arrangement, organize the property records and the intended change for state-specific review. This is a preparation checklist, not a deed template or a recommendation to sign.

• Locate title and prior transaction records.
• Identify the property’s state and registration jurisdiction.
• Describe the intended transfer and any payment or benefit.
• List people whose rights may be affected, including minors, absent parties and disputed claims.
• Prepare questions about overseas signing, authority and registration.
• Ask qualified advisers about current stamp, tax and foreign-exchange requirements.

Read the NRI property and deeds guide

Keep completed checklists and sensitive records privately. Before sending documents, ask the chosen professional about a secure channel, the scope of the review and any fee. These resources provide academic legal information for information and education; they are not legal advice and do not create an attorney-client relationship.

Read the relevant guide first. An individual consultation is optional; you can continue using these resources without booking.

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