Estate, inheritance, and probate document certification

Documents to prepare

• Certified true copy of the case file issued by the court registry
• Certificate of finality where the receiving authority requires the judgment to be final
• Full translation with legal terminology kept consistent across the whole bundle
• Identity documents of the parties named in the proceedings
• Power of attorney or letter of engagement from the instructing lawyer
• Filing deadline set by the court or the receiving authority

Process steps

1. Step 1. Collect the case documents and request certified true copies from the court registry.
2. Step 2. Check whether the receiving authority also requires a certificate of finality.
3. Step 3. Have the translation produced with legal terminology kept consistent across the entire bundle.
4. Step 4. Complete the certification route the receiving authority requires.
5. Step 5. File with the court or authority inside the deadline set by the proceedings.

What gets files rejected

• Probate authorities usually require the death record and the heir list issued recently.
• Asset descriptions must match the registry entry rather than an informal description.
• Spell every name exactly as it appears in the passport, across every document in the same bundle.
• Never remove staples or separate pages that an authority has bound and stamped across the seam.

What this certified set is used for

• Overseas probate applications
• Transfer of inherited assets
• Bank and insurance releases

Other playbooks