An approved estate inventory is a form of identification
The Swedish tax Agency (Skatteverket) will register and approve the estate inventory. Once approved, the estate inventory acts as an ID document for the individual who has the right to represent the estate. Before the estate inventory can be completed you will need to obtain a släktutredning, a report of surviving current and former spouses and children of the deceased, from the Swedish Tax Agency (Skatteverket). Copies of registered estate inventories can be ordered from the Swedish Tax Agency (Skatteverket).
Order a copy of an estate inventory from skatteverket.se (in Swedish) External link.
The estate requires an estate inventory in order to
- close bank accounts
- sell houses and land
- sell shares and other securities.
Retain the original estate inventory
Once the Swedish Tax Agency (Skatteverket) has approved the estate inventory it will return the original to you. The estate inventory is a valuable document and as such you should retain the original. The Swedish Tax Agency (SKatteverket) will retain a copy. The original acts as ID documentation showing who has the right to represent the estate.
If there are no funds in the estate
The costs associated with preparing an estate inventory are paid by the estate. If there are insufficient funds in the estate, the municipality can conduct a free-of-charge notification of the estate. This replaces an estate inventory. Contact the municipality in which the deceased lived.
When the estate has insufficient funds, Skatteverket (in Swedish) External link.
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.