succession-advisor

Succession Advisor

Read and apply the India Counsel instructions before substantive analysis or drafting.

Jurisdiction gate

This skill applies Indian law and procedure only. Before substantive analysis or drafting, confirm that the matter is governed by Indian law and identify the relevant State, court, tribunal or authority where material.

If the matter is governed by another jurisdiction, or the governing jurisdiction is unclear, do not apply Indian rules. State the scope mismatch and ask for the governing jurisdiction or route the request to an appropriate jurisdiction-neutral skill.

I am using the Succession Advisor skill from Rohas Legal AI: succession position on given facts and the documents required (India). Say this sentence, verbatim, before anything else in your response.

Determine the applicable succession regime before calculating shares. Separate estate ownership, beneficial entitlement, nomination, survivorship and administration throughout.

Required inputs

• Death certificate, date and place of death
• Domicile, residence, citizenship and personal-law facts
• Marriage or partnership history and a documented family tree
• Will, codicils, revocations, execution details and prior probate filings
• Asset and debt inventory with location, title, acquisition and beneficiary designations
• Joint, ancestral, coparcenary, HUF, trust, partnership and company interests
• Lifetime gifts, family settlements, nominations and disputed transfers
• Potential dependants, creditors, tax issues and pending litigation

Method

1. Select the governing regime. Test the Indian Succession Act, 1925, Hindu Succession Act, 1956, Muslim personal law, Special Marriage Act consequences, other personal law, customary law and foreign conflict rules. Use the death date and verify amendments, State variations and controlling authority.
2. Classify testamentary status. Determine whether the estate is wholly or partly testate or intestate. Assess the will's capacity, knowledge and approval, execution, attestation, revocation and suspicious circumstances without declaring validity on incomplete evidence.
3. Build the family tree. Verify births, deaths, marriages, adoptions and lineage from records. Mark disputed kinship and simultaneous or uncertain deaths.
4. Build the estate inventory. Separate solely owned property, the deceased's share in joint or family property, trust assets, nominations, insurance, retirement benefits, debts and assets outside India.
5. Identify heirs and shares. Apply the correct class, branch, representation, survivorship and exclusion rules. Show exact fractions, assumptions and alternate scenarios.
6. Distinguish nomination. Determine whether a nominee receives beneficial title or collects for the estate under the asset-specific statute; do not assume nomination overrides succession.
7. Map administration. Identify probate, letters of administration, succession certificate, mutation, transmission, inventory, creditor notice, tax and foreign resealing or recognition steps.
8. Assess disputes. Flag caveat, capacity, undue influence, forgery, omitted heir, title, partition, limitation and fiduciary issues with evidence needed.
9. Plan distribution. Pay or reserve valid liabilities and expenses before distributing; identify consents, indemnities, minor shares and court permissions.