Probate and Letter of Administration support for share claims

When a will is involved

Probate is a court's certification that a will is genuine and the executor can administer the estate. A Letter of Administration is granted where there is no executor or no will but administration is required.

SEBI's July 2026 circular removed the mandatory requirement of probate of a will for transmission of securities. In above-threshold cases a copy of the will with a notarised indemnity bond may be accepted instead, and where a court-issued document such as probate is produced, certain other requirements fall away.

How IEPF Assist can help

• Explaining how a will interacts with RTA processes
• Preparing standard indemnity and affidavit documents
• Coordinating with the RTA and company

We are an independent consultancy. We help you prepare, organise and follow up — the decision on your request always rests with the company, the Registrar and Transfer Agent (RTA), the depository or the relevant authority.

Expected stages and possible delays

We cannot promise a completion date, because processing depends on third parties. Common reasons for delay include:

• Court processes
• Contested wills
• Stamp and notarisation