{"product_id":"arvsavstaende-arvsavsagelse-2026-2027-sarkullbarn-bouppteckning-guide-word-pdf","title":"Renunciation of Inheritance \u0026 Disclaimer of Inheritance 2026\/2027 – Children from a Previous Marriage, Estate Inventory \u0026 Guide Word\/PDF","description":"\n\u003ch2\u003eInheritance Renunciation \u0026amp; Disclaimer of Inheritance 2026\/2027 – complete template package\u003c\/h2\u003e\n\u003cp\u003eThis is a complete document package for situations where an heir wishes to \u003cstrong\u003erenounce or disclaim an inheritance\u003c\/strong\u003e, either before or after a death. The package is designed to clearly distinguish between several legal actions that are often confused: renunciation of inheritance during the testator's lifetime, disclaimer of inheritance after death, renunciation of inheritance after death, a child of a previous marriage's (särkullbarn) special renunciation in favor of a surviving spouse, and the transfer of an inheritance.\u003c\/p\u003e\n\n\u003cp\u003eThe template package was \u003cstrong\u003elegally reviewed on October 5, 2026\u003c\/strong\u003e, against the Swedish Inheritance Code (1958:637), as amended up to \u003cstrong\u003eSFS 2026:251\u003c\/strong\u003e, as well as the Swedish Tax Agency's current legal guidelines for estate inventories and inheritance law.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e 6 documents in both Word (DOCX) and PDF – a total of \u003cstrong\u003e12 files and 15 A4 pages per format series\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eThis is included\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDisclaimer of inheritance after death\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRenunciation of inheritance before death pursuant to Chapter 17, Section 2 of the Inheritance Code\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRenunciation of inheritance after death\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChild of a previous marriage's (särkullbarn) renunciation of inheritance pursuant to Chapter 3, Section 9 of the Inheritance Code\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAppendix – circle of heirs, shares, and estate inventory\u003c\/strong\u003e – 3 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e – 4 pages.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhy are several different templates needed?\u003c\/h3\u003e\n\u003cp\u003eThe terms renunciation of inheritance, disclaimer of inheritance, and transfer of inheritance are sometimes used carelessly as if they were the same thing. They are not. The legal effect depends on \u003cstrong\u003ewhen the action is taken, who would otherwise inherit, and whether a specific recipient is designated\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003cp\u003eAn incorrectly drafted document can, for example, have a different effect than intended on the circle of estate beneficiaries or be assessed as a transfer of inheritance instead of a pure disclaimer of inheritance. The package is therefore divided into separate documents and contains clear check questions before signing.\u003c\/p\u003e\n\n\u003ch3\u003eRenunciation of inheritance before death – Chapter 17, Section 2 of the Inheritance Code\u003c\/h3\u003e\n\u003cp\u003eAn heir may, while the testator is still alive, renounce their future right to an inheritance in writing to the testator. This is regulated in Chapter 17, Section 2 of the Inheritance Code.\u003c\/p\u003e\n\n\u003cp\u003eThe template covers, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003etotal or partial renunciation of inheritance,\u003c\/li\u003e\n\n\u003cli\u003ewhether the renunciation shall include the heir's descendants,\u003c\/li\u003e\n\n\u003cli\u003ea forced heir's (bröstarvinge) statutory share (laglott),\u003c\/li\u003e\n\n\u003cli\u003ereasonable compensation,\u003c\/li\u003e\n\n\u003cli\u003eminors and custodianships,\u003c\/li\u003e\n\n\u003cli\u003estorage of the original document.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eForced heir's statutory share is specifically protected\u003c\/h3\u003e\n\u003cp\u003eAs a general rule, a forced heir who renounces an inheritance before the death retains their right to their statutory share. For the statutory share to also be included, it is required, among other things, that it has been renounced for reasonable compensation or that the special family solution specified in Chapter 17, Section 2 of the Inheritance Code is met.\u003c\/p\u003e\n\n\u003cp\u003eThe package therefore does not give the impression that a parent and a child can freely contract away the statutory share without further ado.\u003c\/p\u003e\n\n\u003ch3\u003eDisclaimer of inheritance after death\u003c\/h3\u003e\n\u003cp\u003eAfter a death, an heir can in certain cases make an unconditional disclaimer of inheritance. The Swedish Tax Agency's guidelines state, among other things, that the disclaimer must take place before the person renouncing has accessed the property and must be documented in writing in or together with the estate inventory.\u003c\/p\u003e\n\n\u003cp\u003eIt is important that the recipient follows the inheritance law structure. A pure disclaimer of inheritance does not mean that the heir can freely choose which external person should receive the inheritance.\u003c\/p\u003e\n\n\u003ch3\u003eTotal or partial disclaimer of inheritance\u003c\/h3\u003e\n\u003cp\u003eIf an heir disclaims their entire right, the person who steps in after the disclaimer may become an estate beneficiary, while the renouncing party leaves the circle of beneficiaries. In the case of a partial disclaimer, both the renouncing party and the one stepping in may become estate beneficiaries.\u003c\/p\u003e\n\n\u003cp\u003eTherefore, the templates contain specific fields for the scope and an appendix where the inheritance shares before and after the legal action can be documented.\u003c\/p\u003e\n\n\u003ch3\u003eRenunciation of inheritance after death\u003c\/h3\u003e\n\u003cp\u003eThe Swedish Tax Agency also uses the term \"renunciation of inheritance\" for a situation where an heir, after the death, relinquishes their right to inheritance without themselves designating a recipient. The share that would otherwise have fallen to the heir is then distributed among the other heirs according to the order of succession or the will.\u003c\/p\u003e\n\n\u003cp\u003eHow such a renunciation after death should be performed is not specifically regulated by law. Therefore, clear written documentation is important.\u003c\/p\u003e\n\n\u003ch3\u003eSärkullbarn's renunciation in favor of a surviving spouse – Chapter 3, Section 9 of the Inheritance Code\u003c\/h3\u003e\n\u003cp\u003eA child of a previous marriage (särkullbarn) normally has the right to receive their inheritance share immediately when the biological parent dies. However, the child can fully or partially renounce their immediate right to inheritance in favor of the surviving spouse.\u003c\/p\u003e\n\n\u003cp\u003eWhen such a renunciation is made pursuant to Chapter 3, Section 9 of the Inheritance Code, the child receives a \u003cstrong\u003eright to secondary inheritance\u003c\/strong\u003e (efterarvsrätt) to a corresponding extent. The package therefore contains a separate template specifically for this situation with fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003edeceased parent,\u003c\/li\u003e\n\n\u003cli\u003esurviving spouse,\u003c\/li\u003e\n\n\u003cli\u003echild of a previous marriage,\u003c\/li\u003e\n\n\u003cli\u003etotal or partial inheritance share,\u003c\/li\u003e\n\n\u003cli\u003ecalculation basis,\u003c\/li\u003e\n\n\u003cli\u003esecondary inheritance quota,\u003c\/li\u003e\n\n\u003cli\u003eestate inventory annotation.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eSecondary inheritance is normally a quota – not a frozen amount\u003c\/h3\u003e\n\u003cp\u003eWhen a child of a previous marriage renounces pursuant to Chapter 3, Section 9, the right to secondary inheritance should be documented carefully. Secondary inheritance is normally linked to a quota of the surviving spouse's future estate and should not be treated as if the child automatically had an unchangeable monetary claim.\u003c\/p\u003e\n\n\u003ch3\u003eThe estate inventory is affected\u003c\/h3\u003e\n\u003cp\u003eDisclaimer and renunciation of inheritance can change who is an estate beneficiary. This in turn affects who must be summoned to the estate inventory proceedings and who must be recorded in the estate inventory.\u003c\/p\u003e\n\n\u003cp\u003eThe Swedish Tax Agency states that documents affecting who is an estate beneficiary should be submitted together with the estate inventory. The package's appendix therefore contains verification of:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ecircle of heirs before the legal action,\u003c\/li\u003e\n\n\u003cli\u003ecircle of heirs after the legal action,\u003c\/li\u003e\n\n\u003cli\u003ewho is to be summoned,\u003c\/li\u003e\n\n\u003cli\u003ewhich document is to be attached,\u003c\/li\u003e\n\n\u003cli\u003eany will,\u003c\/li\u003e\n\n\u003cli\u003esecondary inheritance.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhen a disclaimer can instead be a transfer of inheritance\u003c\/h3\u003e\n\u003cp\u003eIf an heir attempts to direct an estate share to a person who does not have an independent right of inheritance after the deceased, the legal action may be a transfer of inheritance instead of a pure disclaimer. The same may apply if a specific asset is disclaimed in a way that does not follow the inheritance succession.\u003c\/p\u003e\n\n\u003cp\u003eThe heading of the document is not decisive. It is the content and the actual legal effect that govern.\u003c\/p\u003e\n\n\u003ch3\u003eAccession of the inheritance – important check point\u003c\/h3\u003e\n\u003cp\u003eFor a pure disclaimer of inheritance after death, timing is important. If the heir has already received, sold, used, or otherwise disposed of the property to be disclaimed, the legal situation may become more complicated and a different document type may need to be used.\u003c\/p\u003e\n\n\u003ch3\u003eMinors and persons with representatives\u003c\/h3\u003e\n\u003cp\u003eAccording to Chapter 17, Section 2 of the Inheritance Code, a minor may not renounce future inheritance. For persons with an administrator (förvaltare), the written consent required by law is necessary. When a minor is involved in an estate after a death, rules regarding legal guardians (god man), the Chief Guardian (överförmyndare), and conflicts of interest may also apply.\u003c\/p\u003e\n\n\u003ch3\u003ePractical decision-making model\u003c\/h3\u003e\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eThe testator is alive:\u003c\/strong\u003e use renunciation of inheritance according to Chapter 17, Section 2 of the Inheritance Code.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSärkullbarn wants to let the surviving spouse have the inheritance now:\u003c\/strong\u003e use the Chapter 3, Section 9 template.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eHeir wants to leave their position without choosing a recipient:\u003c\/strong\u003e use renunciation of inheritance after death.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eHeir wants to unconditionally disclaim so that the next person in the line of succession steps in:\u003c\/strong\u003e use disclaimer of inheritance after death.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eHeir wants to give or sell their share to a freely chosen person:\u003c\/strong\u003e this is normally a transfer and requires a different document.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch3\u003eExamples\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eExample 1 – child wants their own children to step in:\u003c\/strong\u003e If the inheritance law sequence permits this, a correctly drafted disclaimer can mean that the grandchildren step in as estate beneficiaries.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eExample 2 – inheritance to a friend:\u003c\/strong\u003e If an heir wants to give 200,000 SEK of their inheritance to a friend who does not have their own right of inheritance, it is normally not a standard disclaimer of inheritance. A gift or transfer should be assessed instead.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eExample 3 – Särkullbarn protects stepparent:\u003c\/strong\u003e The child can fully or partially renounce to the surviving spouse according to Chapter 3, Section 9 and receives a right to secondary inheritance to a corresponding extent.\u003c\/p\u003e\n\n\u003ch3\u003eWhen individual legal assistance is recommended\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003ea forced heir is to renounce their statutory share before death,\u003c\/li\u003e\n\n\u003cli\u003ethere are minors, legal guardians, or administrators,\u003c\/li\u003e\n\n\u003cli\u003ea will is unclear or disputed,\u003c\/li\u003e\n\n\u003cli\u003ethe estate contains real estate, companies, or international assets,\u003c\/li\u003e\n\n\u003cli\u003ethe heir has already accessed the property,\u003c\/li\u003e\n\n\u003cli\u003ethe recipient is not clearly in the line of inheritance,\u003c\/li\u003e\n\n\u003cli\u003esecondary inheritance needs to be calculated in a complex family situation.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\u003cstrong\u003e6 documents.\u003c\/strong\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003cstrong\u003e12 files total.\u003c\/strong\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003cstrong\u003eWord (DOCX) + PDF.\u003c\/strong\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003cstrong\u003e15 A4 pages per format series.\u003c\/strong\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003cstrong\u003eDigital product – no physical goods sent.\u003c\/strong\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant\u003c\/h3\u003e\n\u003cp\u003eThese are general document templates for Swedish inheritance law. Inheritance law consequences can be changed by wills, previous disclaimers, matrimonial property divisions, secondary inheritance, minors, and international conditions. In case of uncertainty, individual legal advice should be sought before signing the document.\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55600357409110,"sku":"ARVSAVSTAENDE-ARVSAVSAGELSE-2026-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/arvsavstaende-arvsavsagelse-2026-2027.png?v=1791173690","url":"https:\/\/mallbutiken.se\/en\/products\/arvsavstaende-arvsavsagelse-2026-2027-sarkullbarn-bouppteckning-guide-word-pdf","provider":"Mallbutiken","version":"1.0","type":"link"}