Estate inventory and handling an estate
When someone close dies, the relatives are left with many practical matters, and some of them have statutory deadlines. This guide goes through the most important stages from the death certificate to the estate inventory (perunkirjoitus) and the inheritance tax return.
You will need
- The deceased's personal details and an extract from the population register
- Details of bank accounts, assets and debts
- The will and prenuptial agreement, if there are any
- Two trustees (uskotut miehet) for the estate inventory
- Powers of attorney for dealing with the bank
Steps
Find out who the estate's shareholders are
The shareholders of an estate are usually the heirs, any universal beneficiaries of a will and the surviving spouse. To establish the family relationships, order extracts from the population register from DVV or the parish.
Choose the person to report the estate
Notify the banks and handle payments
Gather information on the assets
Hold the estate inventory on time
Apply for more time if needed
Submit the estate inventory deed to the Tax Administration
Handle the division of the inheritance
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