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Insurance matters in case of death – Insurance inventory, contact letter & Excel | Word/PDF
Insurance matters in case of death – Insurance inventory, contact letter & Excel | Word/PDF
- File format
- DOCX, PDF, XLSX
- Document language
- Swedish documents + English User Guide
- Number of files
- 7
Digital download. No physical product is shipped.
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About this template
Insurance claims in the event of death – template package for insurance inventory and contact with insurance companies. When someone has died, a structured inventory of life insurance, group insurance, survivor protection, loan protection, or other insurance may be required. Use the editable Word templates, PDF versions, and an Excel register with nine tabs to document leads, contact channels, authorization checks, and the companies' actual responses.
Important: This is a voluntary administrative document package – not a central insurance register, no official insurance form, and no guarantee of insurance compensation. The insurance companies' own documents and instructions must always be followed.
Who are the templates for?
Survivors, heirs of the deceased, estate administrators, and others who have the valid authority to map out and follow up on insurance after a death. For a personal claim from a named beneficiary, the insurance company's process and that person's rights must be used – an estate does not automatically represent the recipient.
01. Package contents
15 files: 7 Word (.docx), 7 corresponding searchable PDFs, and 1 Excel (.xlsx) with nine tabs. There are five administrative working documents and two user guides, each also having a PDF version. Everything is delivered together in a ZIP file.
02. What the files contain
Contact letter to insurance companies, systematic insurance inventory, authorization and information-sharing check, attachment and communication log, follow-up letter, Swedish user guide, and English User Guide. Excel registers possible insurance leads, contacts, supporting documents, authorization, and responses. No automatic legal review or deadline calculation is included.
File by file – Word, PDF, and Excel
| No. | Document | Purpose | Format |
|---|---|---|---|
| 1 | Inquiry to insurance company | Contact letter requesting safe procedures, authorization requirements, and relevant insurance information | DOCX + PDF |
| 2 | Insurance inventory and source register | Inventory of letters, account statements, pension and group insurance, and other leads | DOCX + PDF |
| 3 | Authorization and information check | Internal check of the applicant's role, documents, and confidentiality boundaries; not a power of attorney | DOCX + PDF |
| 4 | Attachment and communication log | Traceable log for submitted documents and actual delivery confirmations | DOCX + PDF |
| 5 | Follow-up and request for response | Follow-up letter for an ongoing insurance claim | DOCX + PDF |
| 6 | Swedish user guide | Practical steps, legal boundaries, correct sources, and handling of personal data | DOCX + PDF |
| 7 | English User Guide | English explanation of the Swedish documents; not an English compensation form | DOCX + PDF |
| 8 | Case register | Dashboard, Cases, Insurance Leads, Contacts, Documents, Authorization, Responses, Control, and Read Me | XLSX |
How the insurance package is used
- Look for insurance: review insurance letters, annual statements, bank account statements, employers, trade unions, loan documents, and pension information. There is no complete central register of individuals' insurance policies.
- Check who is requesting information: heirs of the deceased, potential beneficiaries, and representatives do not always have the same right to access information. Ask the company for guidance on identity, authorization, their own forms, and a secure channel.
- Fill in the contact letter and log: enter only what is needed and keep "sent", "received", "insurance confirmed", "decision", and "payment" separate.
- Save supporting documents: document the information the company actually requests, such as a death certificate with a family tree or a specific authorization document.
- Follow up: use the follow-up template to ask about missing documents, the correct processing method, and written responses.
Legal basis – Swedish insurance law
According to the Insurance Contracts Act (2005:104), especially Chapter 14, Sections 1 and 7, an insurance policy or an amount paid out after death through a valid beneficiary designation may belong to the beneficiary and not form part of the policyholder's estate. Therefore, Excel never automatically calculates the right to compensation, probate value, or beneficiary share.
Konsumenternas Försäkringsbyrå explains that there is no central private insurance register and recommends, among other things, checking old insurance letters, account statements, employers, trade unions, and survivor protection. Skatteverket describes how death certificates with a family tree are ordered and that the certificate may be needed in insurance claims.
Frequently Asked Questions
Does the estate always have the right to life insurance benefits?
No. An insurance policy with a valid beneficiary designation may be paid directly to another beneficiary. Decisions on who is entitled require the insurance terms and conditions and a legal review in the specific case.
Is there a register of all insurance policies?
No, there is no central register of all private insurance policies. The template package helps you register and follow up on possible leads.
Do I need a death certificate?
In some insurance claims, a death certificate with a family tree is required, but you should always check what supporting documentation the relevant company requires.
Can I use the template instead of the insurance company's claim form?
No. It is a tool for inquiries and documentation. If the company requires a specific application or form, it must be used.
Does Excel include automatic deadlines?
No. It compiles registered information and statuses. Every legal deadline and every actual right to compensation must be checked separately.
Is the English guide an English legal application?
No, it is an English explanation of the Swedish templates. The documents apply Swedish law.
Related templates
See also Power of Attorney for an Estate and Estate & Inheritance – Templates. A power of attorney should only be used when the correct person has issued it and the insurance company accepts it for the specific case.
Version and sources
Version 1.0, 2026-11-02. AI-assisted review by FAL, Konsumenternas, and Skatteverket. No independent external legal review of this edition has been performed. No customer data is included.
