You will need to compile a list of the deceased’s assets and debts and register an estate inventory with the Swedish Tax Agency (Skatteverket). Once this is done you can distribute the estate to the heirs and make changes of ownership.
To prepare the estate inventory, the parties to the estate prepare a list of the estate’s assets and debts.
The estate inventory is then registered with the Swedish Tax Agency (Skatteverket). Only when this is done can you close the deceased’s bank accounts, obtain title deeds to property and distribute the estate.
As a party to the estate, you may contact the deceased’s bank to close accounts. When you contact the bank you will need to present the estate inventory and distribution of estate document to show that you have the legal right to represent the estate.
Once it is clear who is going to inherit, you can change the ownership of real estate, vehicles, cooperative apartments, companies and firearms. Changes of ownership must be registered.
Find out if the deceased had any insurance policies
Insurance companies will also get in touch as they have an obligation to inform the estate and any known beneficiaries in the event of death. Find out if there are any other insurance policies and survivor’s pensions that you may be entitled to.
Find out whether the deceased’s dependents are entitled to any other financial support and compensation
The Swedish Pensions Agency (Pensionsmyndigheten) will get in touch automatically if the spouse or children are entitled to a survivor’s pension. In certain cases the survivor will need to apply themselves.
If there are more than a single heir, prepare a distribution of estate document
Once the estate inventory is completed, you will need to document who is to inherit what. This is done in a distribution of estate document, which forms the basis for the transfer of ownership of property such as an apartment, car, etc. The distribution of estate document is also one of the documents for settling the estate.
Vi använder kakor Vi använder kakor (cookies) för att ge den bästa upplevelsen av vår webbplats och våra tjänster. Genom att surfa vidare godkänner du att vi använder kakor.
Mer om kakor och hur du tar bort dem