{"product_id":"bouppteckningspaket-kallelse-tillgangar-skulder-2026-2027","title":"Estate Inventory Package 2026\/2027 – Summons, Assets \u0026 Liabilities, Attachments \u0026 Guide Word\/PDF","description":"\n\u003ch2\u003eEstate Inventory Package 2026\/2027 – Summons, Assets \u0026amp; Liabilities, Attachments \u0026amp; Guide\u003c\/h2\u003e\n\u003cp\u003eThis is a complete support package for those preparing an estate inventory who want to keep \u003cstrong\u003esummons, list of interested parties, assets, liabilities, attachments, proceedings, and filing\u003c\/strong\u003e in order.\u003c\/p\u003e\n\u003cp\u003eThe package is designed to be used in conjunction with the Swedish Tax Agency's (Skatteverket) official estate inventory form \u003cstrong\u003eSKV 4600\u003c\/strong\u003e. It does not replace the registrable estate inventory document itself, but helps you gather and verify all supporting documentation surrounding it.\u003c\/p\u003e\n\u003cp\u003eThe template package was \u003cstrong\u003elegally reviewed on October 5, 2026\u003c\/strong\u003e, and takes into account the amendments to Chapter 20 of the Swedish Inheritance Code that have been in effect since July 1, 2026.\u003c\/p\u003e\n\n\u003ch3\u003eIncluded items\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSummons to the estate inventory proceedings\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eProof of summons \u0026amp; attendance list\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eWorking papers – assets \u0026amp; liabilities\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eList of attachments \u0026amp; valuation basis\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eProceedings checklist – estate reporter \u0026amp; officers\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e – 2 pages.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eAll six documents are provided in both \u003cstrong\u003eWord (DOCX)\u003c\/strong\u003e and \u003cstrong\u003ePDF\u003c\/strong\u003e formats – a total of 12 files.\u003c\/p\u003e\n\n\u003ch3\u003eHow does this package help you?\u003c\/h3\u003e\n\u003cp\u003eThe estate inventory must describe the estate's legal and financial situation. The package helps you, step-by-step, to:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eidentify who must be summoned to the proceedings,\u003c\/li\u003e\n\n\u003cli\u003edocument attendance and absence,\u003c\/li\u003e\n\n\u003cli\u003esave proof that absent individuals were summoned in time,\u003c\/li\u003e\n\n\u003cli\u003egather assets and liabilities as of the date of death,\u003c\/li\u003e\n\n\u003cli\u003eseparate the finances of the deceased and the surviving spouse where required,\u003c\/li\u003e\n\n\u003cli\u003eidentify separate property,\u003c\/li\u003e\n\n\u003cli\u003echeck which attachments may need to be included,\u003c\/li\u003e\n\n\u003cli\u003efollow up on missing documentation before filing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eSummons to estate inventory proceedings\u003c\/h3\u003e\n\u003cp\u003eAll individuals who, according to the rules, are required to be summoned must be summoned in good time. The summons template includes fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ethe deceased's information,\u003c\/li\u003e\n\n\u003cli\u003edate, time, and place of the proceedings,\u003c\/li\u003e\n\n\u003cli\u003ethe name and personal\/coordination number of the person being summoned,\u003c\/li\u003e\n\n\u003cli\u003eplace of residence,\u003c\/li\u003e\n\n\u003cli\u003eposition in the estate,\u003c\/li\u003e\n\n\u003cli\u003edate and method of dispatch.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eIf a person who should have been summoned does not attend, proof that the person was summoned in time must normally be attached.\u003c\/p\u003e\n\n\u003ch3\u003eNew personal data requirements as of July 1, 2026\u003c\/h3\u003e\n\u003cp\u003eAs of July 1, 2026, the estate inventory must include the \u003cstrong\u003ename, personal or coordination number, and place of residence\u003c\/strong\u003e for those who were required to be summoned to the proceedings. If a personal or coordination number is unavailable, the date of birth must be stated.\u003c\/p\u003e\n\u003cp\u003eThe package's summons and attendance documents are adapted to these requirements.\u003c\/p\u003e\n\n\u003ch3\u003eEstate officers – new term 2026\u003c\/h3\u003e\n\u003cp\u003eEffective July 1, 2026, the legislation uses the term \u003cstrong\u003eestate officers\u003c\/strong\u003e (förrättningspersoner) instead of the previous term for \"attesting witnesses\" (förrättningsmän). According to the Swedish Tax Agency, their SKV 4600 form can still be used even if certain words in the form have not yet been updated.\u003c\/p\u003e\n\n\u003ch3\u003eAssets and liabilities as of the date of death\u003c\/h3\u003e\n\u003cp\u003eThe worksheet helps you collect financial data with the correct valuation date: \u003cstrong\u003ethe date of death\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eThere are separate tables for, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ebank accounts and cash,\u003c\/li\u003e\n\n\u003cli\u003estocks, funds, and securities,\u003c\/li\u003e\n\n\u003cli\u003ereal estate and tenant-owned apartments,\u003c\/li\u003e\n\n\u003cli\u003evehicles and boats,\u003c\/li\u003e\n\n\u003cli\u003ereceivables and promissory notes,\u003c\/li\u003e\n\n\u003cli\u003eloans, credits, and other debts,\u003c\/li\u003e\n\n\u003cli\u003eother financial rights.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eSurviving spouse\u003c\/h3\u003e\n\u003cp\u003eWhen the deceased leaves behind a spouse, the surviving spouse's assets and liabilities must normally also be recorded, though separated from those of the deceased. Separate property must be stated individually.\u003c\/p\u003e\n\u003cp\u003eThe worksheet therefore contains a special section for the surviving spouse's finances.\u003c\/p\u003e\n\n\u003ch3\u003eAttachments and document control\u003c\/h3\u003e\n\u003cp\u003eWhich attachments are required varies between estates. The checklist helps you verify, for example:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eproof of summons,\u003c\/li\u003e\n\n\u003cli\u003ewills,\u003c\/li\u003e\n\n\u003cli\u003eprenuptial agreements,\u003c\/li\u003e\n\n\u003cli\u003epowers of attorney or other authorization documents,\u003c\/li\u003e\n\n\u003cli\u003edocumentation for assets, liabilities, and valuations.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eDeadlines\u003c\/h3\u003e\n\u003cp\u003eAn estate inventory must normally be \u003cstrong\u003econducted within three months of the death\u003c\/strong\u003e. Subsequently, it must be submitted to the Swedish Tax Agency within \u003cstrong\u003eone month after it has been drawn up\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eIf more time is needed, an extension may in certain cases need to be applied for before the regular deadline expires.\u003c\/p\u003e\n\n\u003ch3\u003eFiling after July 1, 2026\u003c\/h3\u003e\n\u003cp\u003eThe legislative change effective July 1, 2026, allows for electronic submission to a receiving point designated by the Swedish Tax Agency. At the same time, the Agency notes that electronic submission is not practically possible until their technical solution is in place.\u003c\/p\u003e\n\u003cp\u003eWhen filing on paper, the \u003cstrong\u003eoriginal\u003c\/strong\u003e estate inventory is sent. No extra copies should be included.\u003c\/p\u003e\n\n\u003ch3\u003eWhen might an estate notification be relevant?\u003c\/h3\u003e\n\u003cp\u003eIn some smaller estates, an estate notification (dödsboanmälan) may replace the estate inventory, for example when assets are insufficient to cover more than funeral costs and other expenses related to the death, and there is no real estate or site leasehold. Estate notifications are handled by the social welfare committee.\u003c\/p\u003e\n\n\u003ch3\u003eWhen should legal assistance be used?\u003c\/h3\u003e\n\u003cp\u003eExpert assistance is particularly appropriate in cases involving, for example:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eunclear order of succession or unknown heirs,\u003c\/li\u003e\n\n\u003cli\u003echildren from previous relationships (särkullbarn), secondary inheritance, or complex wills,\u003c\/li\u003e\n\n\u003cli\u003einternational connections,\u003c\/li\u003e\n\n\u003cli\u003ebusinesses or complex company shares,\u003c\/li\u003e\n\n\u003cli\u003edisputes regarding ownership, gifts, debts, or valuations,\u003c\/li\u003e\n\n\u003cli\u003euncertainty regarding who must be summoned.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eLegally reviewed for 2026\/2027\u003c\/h3\u003e\n\u003cp\u003eThe package was reviewed on \u003cstrong\u003eOctober 5, 2026\u003c\/strong\u003e, based on:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChapter 20 of the Swedish Inheritance Code (1958:637)\u003c\/strong\u003e, including amendments via SFS 2026:251.\u003c\/li\u003e\n\n\u003cli\u003eThe Swedish Tax Agency's current legal guidance on estate inventories.\u003c\/li\u003e\n\n\u003cli\u003eThe Swedish Tax Agency's current information regarding form SKV 4600.\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 in 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\u003e12 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\u003eFrequently asked questions\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eDoes this package replace SKV 4600?\u003c\/strong\u003e\u003cbr\u003eNo. The package is a support tool for preparation, proceedings, and control. The actual estate inventory is drawn up using SKV 4600 or another valid registration document.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhen must the estate inventory be finished?\u003c\/strong\u003e\u003cbr\u003eThe proceedings must normally be held within three months of the death, and the inventory submitted within one month after being finalized.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eMust everyone summoned attend?\u003c\/strong\u003e\u003cbr\u003eNo. However, those required to be summoned must have been summoned in good time. If someone does not attend, proof of summons normally needs to be attached.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIs the package updated for the 2026 legislative change?\u003c\/strong\u003e\u003cbr\u003eYes. It takes into account the personal data requirements, terminology, and submission changes effective July 1, 2026.\u003c\/p\u003e\n\n\u003ch3\u003eImportant\u003c\/h3\u003e\n\u003cp\u003eThese are general document templates and practical work documents. Estates with complex inheritance law, international connections, disputes, larger business holdings, or other special circumstances may require individual legal advice.\u003c\/p\u003e\n","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55599496921430,"sku":"BOUPPTECKNING-PAKET-2026-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kallelse-bouppteckningsforrattning-2026-2027.png?v=1791165447","url":"https:\/\/mallbutiken.se\/en\/products\/bouppteckningspaket-kallelse-tillgangar-skulder-2026-2027","provider":"Mallbutiken","version":"1.0","type":"link"}