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Estate inventory and distribution
Estate inventory and distribution
When a loved one passes away, grief and loss are accompanied by a number of practical and legal matters that must be addressed.
Two important steps in the administration of an estate are the estate inventory and – in some cases – the distribution of the estate.
An estate inventory must, by law, be prepared within three months of the death. The inventory is a record of the deceased’s assets and liabilities as well as a list of heirs (both beneficiaries of the estate and subsequent heirs). Once the Swedish Tax Agency has registered the estate inventory, it serves as proof of authority for the estate and forms the basis for the distribution of the estate and the winding up of the estate.
If there is more than one heir, the estate must be distributed. The distribution of the estate means that the estate’s assets are divided among the heirs, in accordance with any will, statutory rules, and agreements reached between the heirs. The division is documented in a distribution agreement (arvskiftesavtal) signed by all heirs.Om det finns flera arvingar (dödsbodelägare) ska ett arvskifte genomföras. Arvskiftet innebär att dödsboets tillgångar delas upp mellan delägarna, i enlighet med eventuellt testamente, lag och dödsbodelägarnas överenskommelser i övrigt. Fördelningen dokumenteras i ett arvskiftesavtal som undertecknas av samtliga delägare.
Taking on all of this while grieving can feel both heavy and complicated. We are here to support you through the process – with legal expertise, care, and respect for your situation.
We can assist you with, among other things:
- Gathering information from banks, insurance companies, and other relevant parties for the estate inventory
- Establishing who the deceased’s heirs are
- Reviewing relevant information, preparing the estate inventory, bringing together all heirs, conducting the estate meeting, and ensuring that the estate inventory complies with legal requirements
- Serving wills
- Obtaining valuations of estate assets and assisting with the sale of estate property
- Preparing the distribution of the estate, taking into account the circumstances of each case, and carrying it out with banks, authorities, and other relevant parties
- Ensuring deadlines are met and communicating with the relevant authorities
Contact us today on +46 8 523 242 00 for a review of your family law situation and discover how we can help you make the right decisions – no more, no less.
