A distribution of estate document when there is more than one heir
If there are multiple heirs, who is to receive what must be documented in a distribution of estate document. You can prepare a distribution of estate document yourself, have someone else do it or engage the services of a lawyer. All heirs should sign the document, which then becomes a legally binding agreement. This agreement shows that you are all in agreement. Retain the distribution of estate document. This does not need to be sent to anyone.
The bank transfers money to the heirs
Once the estate inventory and any division of property is completed, the deceased’s bank will transfer money to the heir(s). The person with access to the accounts is responsible for ensuring that the inheritance is paid. When you contact the bank you will need the distribution of estate document showing who is to receive money.
Remember to take your original powers of attorney, distribution of estate document and the estate inventory registered with the Swedish Tax Agency (Skatteverket) to your meeting with the bank.
Content of the distribution of estate document
- Remaining assets to be inherited once all debts are paid
- The names of the parties to the estate
- The names of the heirs
- Any prenuptial agreement and/or will.
Take these documents to the bank with you
- You will need an estate inventory registered with the Swedish Tax Agency (Skatteverket).
- If there is a will, you will need that.
- You will need a distribution of estate document signed by all parties to the estate.
- A representative of the estate requires powers of attorney from the parties to the estate.
Register new owners for cars, boats and other vehicles
If you inherit or sell a vehicle from an estate, you need to notify the change of ownership to the Swedish Transport Agency (Transportstyrelsen). The notification must be signed by either a party to the estate, an estate administrator or another representative of the estate.
Handing in firearms left in the estate
If the deceased owned any firearms, the police will send information regarding what you should do with them. If you wish to keep the firearms, you will need to apply to the police for a transfer of ownership.
About firearms in the event of death, polisen.se (in Swedish) External link, opens in new window.
Contact the bank, close accounts and distribute money
As a party to the estate, you can contact the deceased’s bank to transfer money to the heirs and close their accounts. You will need to present the estate inventory and distribution of estate document to show that you have the right to represent the estate.
Ask others to help you
Do not hesitate to ask for help with what feels difficult and to receive help if you are offered.
There are many practical things you need to do. Take one thing at a time, starting with the most important.