{"product_id":"partiellt-arvskifte-delskifte-delutbetalning-2027","title":"Partial inheritance distribution 2026\/2027 – Partial distribution, partial payment \u0026 Excel | Word\/PDF","description":"\u003csection lang=\"sv\" class=\"mb-product-copy\" style=\"color:#18394B;line-height:1.74;max-width:1050px\"\u003e\n\u003ch2\u003ePartial estate distribution template – distribute parts of the estate and keep the rest\u003c\/h2\u003e\n\n\u003cp\u003eDoes an estate need to carry out a \u003cstrong\u003epartial estate distribution (partial partition)\u003c\/strong\u003e before the entire estate can be closed? With this template package, the heirs can document \u003cstrong\u003ewhich assets are being distributed now, to whom they are assigned, and which property remains undistributed\u003c\/strong\u003e. The package includes a signable partial estate distribution deed, an attachment for heirs and shares, control of remaining debts, supplementary bank instructions and a partial distribution ledger, as well as an Excel register with nine tabs.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 document files – 7 editable Word (DOCX), 7 searchable PDF and 1 Excel (XLSX).\u003c\/strong\u003e Five Swedish main templates, one Swedish user guide and a separate English User Guide. Adapted for Swedish estates with more than one heir when only an explicitly specified part of the property is to be distributed.\u003c\/p\u003e\n\n\u003cnav style=\"padding:14px;background:#e9f4f4;border:1px solid #cbdfe0;border-radius:12px\"\u003e\u003ca href=\"#mb-paket\"\u003ePackage contents\u003c\/a\u003e · \u003ca href=\"#mb-filer\"\u003eWhat the files contain\u003c\/a\u003e · \u003ca href=\"#mb-juridik\"\u003eRules for partial distribution\u003c\/a\u003e · \u003ca href=\"#mb-guide\"\u003eHow to do it\u003c\/a\u003e · \u003ca href=\"#mb-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#mb-faq\"\u003eFrequently asked questions\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv id=\"mb-paket\" style=\"padding:24px;margin:24px 0;background:#e8f4f3;border:1px solid #cbdddf;border-left:5px solid #087b80;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 editable Word documents:\u003c\/strong\u003e partial estate distribution deed, heir attachment, assets and liabilities, bank instructions, partial distribution ledger, Swedish guide and English User Guide.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 searchable PDFs in A4:\u003c\/strong\u003e corresponding versions for review and printing.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e1 Excel with 9 tabs:\u003c\/strong\u003e decided partial distribution, actually executed payments, current balances, reserves and supporting documents.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument design:\u003c\/strong\u003e every Word and PDF document has framed sections for the package contents and what the files contain.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eEdition:\u003c\/strong\u003e version 1.0 – 2026\/2027. Source review October 19, 2026; future regulatory changes are not automatically included.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003eDelivery as a ZIP file after completed order once the digital file is linked in Shopify Digital Products. No actual personal data or pre-filled payments are included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-filer\" style=\"padding:24px;margin:24px 0;background:#fff;border:1px solid #d1e1e2;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e02. What the files contain – file by file\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%;font-size:.92em\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#18394B;color:white\"\u003e\n\n\u003cth style=\"padding:12px;text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:12px;text-align:left\"\u003eFunction\u003c\/th\u003e\n\n\u003cth style=\"padding:12px;text-align:left\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e01. Partial estate distribution deed\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eThe actual partial distribution agreement: all heirs, specified distributed property, what is left behind, debt control and signatures.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e02. Heirs \u0026amp; signature attachment\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eInheritance shares, list of heirs, wills, powers of attorney and any consent from the Chief Guardian.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e03. Assets, liabilities \u0026amp; reserve\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eCurrent account balances, known debts, previous partial payments and funds to be retained by the estate.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e04. Bank instructions \u0026amp; partial payment\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eRecipients, amounts, bank requirements and reconciliation of actually executed transactions; complements the bank's own form.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e05. Partial distribution ledger \u0026amp; final distribution basis\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eHistory of partial distributions, actually paid amounts and what to consider in the final estate distribution.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e06. Swedish user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003ePractical procedure, controls and legal risks according to the Swedish Inheritance Code and Parental Code.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e07. English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eEnglish help for using the five main Swedish documents and Excel.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003e\u003cstrong\u003e08. Excel register – nine tabs\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;vertical-align:top\"\u003eEstate, heirs, assets, liabilities, partial distributions, payments, documentation and overview.\u003c\/td\u003e\n\n\u003ctd style=\"padding:11px;border-bottom:1px solid #d5e4e5;white-space:nowrap\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003cp\u003eThe documents contain fields for registered estate inventory, heirs and universal legatees, current distribution, signatures, identified distributed property, funds reserve, debts, actual bank transactions and remaining estate assets. Form 04 complements, but does not replace, the bank's own distribution form.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"mb-juridik\"\u003eIs a partial estate distribution permitted?\u003c\/h2\u003e\n\n\u003cp\u003eYes, an estate distribution does not need to include all assets at one time. In a \u003cstrong\u003epartial distribution\u003c\/strong\u003e, specified property is distributed while other assets and obligations are left in the undistributed estate. \u003cstrong\u003eChapter 23, Section 4 of the Swedish Inheritance Code (1958:637)\u003c\/strong\u003e requires a written document signed by the heirs. The content of the document must specify an actual, concrete distribution – not just a plan for future distribution. \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/arvdabalk-1958637_sfs-1958-637\/\"\u003eRead the Inheritance Code at the Riksdag.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2\u003eImportant: debts, division of marital property and the participation of all heirs\u003c\/h2\u003e\n\n\u003cp\u003eAccording to \u003cstrong\u003eChapter 23, Sections 1–2 of the Inheritance Code\u003c\/strong\u003e, a division of marital property may need to be carried out before the estate distribution. Against an heir's objection, there are restrictions on distribution before an estate inventory has been conducted and known debts have been settled, reserved in the prescribed manner, or a special agreement has been reached. Legacies, wills and administration by an estate administrator can also have an impact. Debts should therefore not be overlooked just because part of the assets is being distributed.\u003c\/p\u003e\n\n\u003cp\u003eIf a \u003cstrong\u003eminor or represented person\u003c\/strong\u003e is an heir, the guardian, legal representative or administrator may need to obtain the Chief Guardian's consent to the distribution according to \u003cstrong\u003eChapter 15, Section 5 of the Parental Code\u003c\/strong\u003e. A standard signature on a template does not replace such consent. \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/foraldrabalk-1949381_sfs-1949-381\/\"\u003eRead the Parental Code.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2\u003eMust a partial distribution be registered with the Swedish Tax Agency?\u003c\/h2\u003e\n\n\u003cp\u003eThe Swedish Tax Agency (Skatteverket) registers the estate inventory, but the \u003cstrong\u003eestate distribution deed is generally not submitted to the Swedish Tax Agency\u003c\/strong\u003e. The estate distribution is a private agreement between the heirs. A registered estate inventory usually needs to be presented to the bank, which may also require its own forms and supporting documents. \u003ca href=\"https:\/\/www.skatteverket.se\/privat\/folkbokforing\/narenanhorigdor\/arv.4.3528414214b3f875805caf.html\"\u003eSkatteverket: Inheritance and estate distribution.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2\u003ePartial distribution via bank – check the bank's current routines\u003c\/h2\u003e\n\n\u003cp\u003eSwedbank explicitly describes the possibility of \u003cstrong\u003epartial estate distributions and partial payments\u003c\/strong\u003e. According to the bank's published routine, the heirs must take their share at each partial payment according to their respective shares. However, this is a \u003cstrong\u003ebank routine for that service\u003c\/strong\u003e, not a general rule that determines all legally permitted agreements between the heirs. The bank may require its own distribution form and the signatures of the heirs. \u003ca href=\"https:\/\/www.swedbank.se\/privat\/juridiska-tjanster\/arvskifte\/fragor-och-svar-om-arvskifte.html\"\u003eSwedbank: questions and answers about estate distribution.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2\u003eIf a property is included in the partial distribution\u003c\/h2\u003e\n\n\u003cp\u003eIf a specific property is transferred through inheritance, title registration issues may need to be handled separately at the Swedish Mapping, Cadastral and Land Registration Authority (Lantmäteriet); an application for title registration is generally made within three months after the acquisition. In cases of inheritance with multiple heirs, the signed estate distribution deed and registered estate inventory may be required. Lantmäteriet has also introduced strengthened identity requirements for acquisitions from July 1, 2026. \u003ca href=\"https:\/\/www.lantmateriet.se\/ansokanarv\"\u003eLantmäteriet: application for title registration in case of inheritance.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2 id=\"mb-guide\"\u003eHow to do a partial estate distribution step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eGather the registered estate inventory and check all heirs, wills, powers of attorney and any division of marital property.\u003c\/li\u003e\n\n\u003cli\u003eCheck known debts, future expenses, tax, legacies and the need to keep funds in the estate.\u003c\/li\u003e\n\n\u003cli\u003eDecide exactly which property is to be partially distributed now and what continues to be owned by the estate.\u003c\/li\u003e\n\n\u003cli\u003eDetermine the current valuation and document it with account statements or other documentation.\u003c\/li\u003e\n\n\u003cli\u003eDraw up the partial estate distribution deed with recipients, amounts\/assets and an express reservation regarding remaining property.\u003c\/li\u003e\n\n\u003cli\u003eEnsure that all relevant heirs participate and sign, with the required powers of attorney or consents.\u003c\/li\u003e\n\n\u003cli\u003eContact the bank and use its prescribed own distribution\/payment forms in addition to the template package's instructions.\u003c\/li\u003e\n\n\u003cli\u003eNote each actual transfer only when it has been executed and acknowledged by the bank.\u003c\/li\u003e\n\n\u003cli\u003eUpdate the estate's current balance, remaining assets, debts and documentation in Excel – without deducting previous payments twice.\u003c\/li\u003e\n\n\u003cli\u003eLater, perform a final estate distribution when the entire remaining estate is ready to be distributed.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"mb-excel\"\u003eExcel register with nine tabs\u003c\/h2\u003e\n\n\u003cp\u003eThe tabs are \u003cstrong\u003eOverview, Heirs, Partial Distributions, Payments, Assets, Liabilities \u0026amp; reserve, Reconciliation, Documents and Read me\u003c\/strong\u003e. Excel distinguishes between \u003cstrong\u003edecided amounts\u003c\/strong\u003e, \u003cstrong\u003eactually verified payments\u003c\/strong\u003e and \u003cstrong\u003eremaining current assets\u003c\/strong\u003e. The workbook shows, for example, amounts that have not yet been executed according to the registered distribution deed, but does not determine an heir's inheritance share, right to money or debt liability.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e The assets tab must show real current balances after executed payments. Historical payments are shown separately and should not be deducted again. A positive arithmetic residual balance is not in itself a legal green light to distribute the money.\u003c\/p\u003e\n\n\u003ch2\u003eRelated templates at Mallbutiken\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/arvskifteshandling-mall-word-pdf\"\u003eEstate distribution deed – complete distribution\u003c\/a\u003e – when the entire estate is to be distributed.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/slutavrakning-slutligt-saldo-dodsbo-2027\"\u003eFinal settlement \u0026amp; final estate balance\u003c\/a\u003e – for final reconciliation of expenses, debts and accounts before final distribution.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/bouppteckningspaket-kallelse-tillgangar-skulder-2026-2027\"\u003eEstate inventory package with summons and attachments\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/fullmakt-dodsbo-mall-word-pdf\"\u003ePower of attorney for estate\u003c\/a\u003e – when an authorized representative needs to act.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/collections\/dodsbo-arv-mallar\"\u003eMore document templates for estates and inheritance\u003c\/a\u003e.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"mb-faq\"\u003eFrequently asked questions about partial estate distribution\u003c\/h2\u003e\n\n\u003ch3\u003eCan you carry out an estate distribution in several rounds?\u003c\/h3\u003e\n\n\u003cp\u003eYes. A partial estate distribution means that certain property is distributed and other assets are left behind for later distribution. Each partial distribution should be documented clearly, and previous distributions should be taken into account at the final distribution.\u003c\/p\u003e\n\n\u003ch3\u003eMust all heirs sign?\u003c\/h3\u003e\n\n\u003cp\u003eYes, Chapter 23, Section 4 of the Inheritance Code requires a written document signed by the heirs. Authorized agents, representatives and any Chief Guardian's consent need to be assessed separately.\u003c\/p\u003e\n\n\u003ch3\u003eMay we pay out inheritance even if there are debts remaining?\u003c\/h3\u003e\n\n\u003cp\u003eThis requires a special assessment. The rules in Chapter 23, Section 2 limit distribution against an heir's objection before certain debts and obligations have been handled. Ensure that the estate can fulfill its obligations and seek help from a lawyer in case of doubt.\u003c\/p\u003e\n\n\u003ch3\u003eCan we use the template at Swedbank?\u003c\/h3\u003e\n\n\u003cp\u003eIt can be used as a supplementary distribution deed and reconciliation basis. The bank may require its own distribution form, powers of attorney and special instructions for partial payment.\u003c\/p\u003e\n\n\u003ch3\u003eIs the partial distribution deed registered with the Swedish Tax Agency?\u003c\/h3\u003e\n\n\u003cp\u003eNo, usually not. The estate distribution is a private agreement. A registered estate inventory and other documents may, however, need to be submitted to the bank or another recipient.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel calculate how much each person is entitled to receive?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Excel compiles manual distribution, actual payments, reserve and balance but does not calculate legal inheritance shares, will rights or rights to distribute.\u003c\/p\u003e\n\n\u003ch3\u003eAre the main templates in English?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The five main documents are in Swedish. A Swedish and a separate English user guide are included.\u003c\/p\u003e\n\n\u003ch2\u003eSources, version and legal limitation\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/arvdabalk-1958637_sfs-1958-637\/\"\u003eThe Inheritance Code (1958:637), especially Chapter 23, Sections 1–4\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/foraldrabalk-1949381_sfs-1949-381\/\"\u003eThe Parental Code (1949:381), Chapter 15, Section 5\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.skatteverket.se\/privat\/folkbokforing\/narenanhorigdor\/arv.4.3528414214b3f875805caf.html\"\u003eSkatteverket – inheritance\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.swedbank.se\/privat\/juridiska-tjanster\/arvskifte\/fragor-och-svar-om-arvskifte.html\"\u003eSwedbank – partial distribution and distribution form\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.lantmateriet.se\/ansokanarv\"\u003eLantmäteriet – title registration for inheritance\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eVersion 1.0 – 2026\/2027. Legal sources reviewed October 19, 2026.\u003c\/strong\u003e The documents are editable working templates according to Swedish law. They are not registered government forms or externally lawyer-certified and do not guarantee bank acceptance or legal outcome. In the event of disagreement, foreign connection, minor heirs or large assets, qualified advice should be sought.\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55862553280854,"sku":"PART-ARVSKIFTE-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/partiellt-arvskifte-delskifte-2027-huvudbild_f64afd1e-f128-4db4-bb90-a49338d54627.png?v=1792381072","url":"https:\/\/mallbutiken.se\/en\/products\/partiellt-arvskifte-delskifte-delutbetalning-2027","provider":"Mallbutiken","version":"1.0","type":"link"}