Inheritance Case Checklist

Inheritance Case Checklist

Inheritance cases often become complicated not because of legal issues, but because important documents are missing, property records cannot be located, or legal heirs are not properly identified.

Whether you are applying for a Succession Certificate, Legal Heir Certificate, property transfer, bank account release, or distribution of inherited assets, proper documentation is critical.

This Inheritance Checklist will help legal heirs prepare the documents and information commonly required in inheritance matters throughout Pakistan.

Death Documents Checklist

Every inheritance matter begins with proof of death.

• Death Certificate.

• NADRA Death Registration Record.

• Death Registration Certificate.

• Burial records (if available).

• Hospital death record (if available).

Legal Heirs Identification Checklist

The Court must determine who the legal heirs of the deceased are before inheritance can be distributed.

• CNIC copies of all legal heirs.

• Family Registration Certificate (FRC).

• B-Forms of minor heirs.

• Birth Certificates of heirs.

• Marriage records where relevant.

• Contact details of all heirs.

Related guide: Legal Heir Certificate Procedure.

Family Relationship Documents Checklist

Family relationship records are frequently required to establish inheritance rights.

• Family Registration Certificate.

• Nikah Nama.

• Marriage Registration Certificate.

• Birth Certificates.

• Adoption-related records (if applicable).

• Previous family court orders.

Property Documents Checklist

If the deceased owned land, houses, plots, or commercial property, collect the following records.

• Registry documents.

• Sale deeds.

• Fard Malkiat.

• Mutation records.

• Property tax records.

• Housing society records.

• Possession documents.

• Property valuation reports.

Agricultural Land Inheritance Checklist

Agricultural property often requires additional revenue documentation.

• Fard.

• Jamabandi.

• Mutation entries.

• Khasra records.

• Revenue department records.

• Land ownership documents.

Bank Account And Financial Assets Checklist

Many inheritance matters involve frozen bank accounts and financial investments.

• Bank account details.

• Bank statements.

• Fixed deposit certificates.

• Savings certificates.

• Investment account records.

• Locker information.

• Dividend records.

Related guide: Succession Certificate Procedure.

Business Ownership Checklist

If the deceased owned a business, additional records should be collected.

• Business registration documents.

• Partnership deeds.

• SECP records.

• Company share certificates.

• Tax registration records.

• Financial statements.

Vehicle Ownership Checklist

• Vehicle registration book.

• Registration certificate.

• Excise records.

• Vehicle transfer documents.

• Insurance records.

Pension And Service Benefits Checklist

Where the deceased was employed, family members may need to claim service-related benefits.

• Employment records.

• Pension documents.

• Service book.

• Retirement documents.

• Provident fund records.

• Gratuity records.

Will (Wasiyat) Checklist

If the deceased left a Will, it should be carefully reviewed.

• Original Will.

• Witness details.

• Registration documents (if registered).

• Supporting evidence regarding execution of the Will.

• Property records referred to in the Will.

Minor Heirs Checklist

Special considerations apply where legal heirs are minors.

• Birth Certificate.

• B-Form.

• Guardianship documents.

• School records.

• Guardian identification documents.

Related guide: Guardian Certificate Procedure.

Overseas Pakistani Inheritance Checklist

Many inheritance matters involve heirs residing outside Pakistan.

• NICOP.

• Pakistani Passport.

• Foreign Passport.

• Residence Permit.

• Visa copy.

• Special Power of Attorney.

• Foreign address proof.

• Travel history.

• Inheritance authorisation documents.

Related guide: Can Inheritance Be Handled From Abroad.

Information You Should Prepare Before Meeting An Inheritance Lawyer

• Date of death.

• Names of all legal heirs.

• Details of all properties.

• Bank account information.

• Business ownership details.

• Existence of a Will.

• Details of overseas heirs.

• Any existing disputes among heirs.

Common Mistakes In Inheritance Cases

• Failing to identify all legal heirs.

• Concealing heirs from the Court.

• Missing property records.

• Not obtaining the Death Certificate.

• Ignoring overseas heirs.

• Delaying mutation of inherited property.

• Failing to secure financial records.

Quick Inheritance File Checklist

Before consulting an inheritance lawyer, try to collect:

• Death Certificate.

• CNICs of legal heirs.

• Family Registration Certificate.

• Property ownership documents.

• Bank account details.

• Investment records.

• Business records.

• Vehicle ownership documents.

• Will (if any).

• Passport and NICOP of overseas heirs.

• Power of Attorney documents.

Need Help With An Inheritance Matter?

At Malhi Law Associates, we assist families, legal heirs, beneficiaries, and Overseas Pakistanis with Succession Certificates, Legal Heir Certificates, Property Transfers, Estate Administration, Inheritance Disputes, and inheritance-related legal proceedings throughout Pakistan.