Closest plain-English phrase: Swedish estate inventory
A Swedish estate inventory listing estate parties, assets, and debts. It is generally registered with the Swedish Tax Agency and often becomes a key authority document for Swedish banks.
In practiceUsually identifies the estate parties and records assets and debts before later estate steps can be completed.
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Closest plain-English phrase: Estate distribution agreement
The estate distribution agreement that states how the estate will be divided between heirs and beneficiaries.
In practiceRecords how the estate parties agree to divide the remaining estate assets.
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Closest plain-English phrase: Estate of the deceased
The estate of the deceased person. Before distribution, the estate can hold assets and obligations that must be administered.
In practiceThe estate can hold rights, assets, debts, and obligations until administration and distribution are completed.
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Closest plain-English phrase: Estate party
An estate party, such as an heir, universal legatee, or surviving spouse in relevant circumstances.
In practiceEstate parties may need to act jointly, receive information, or sign Swedish estate documents.
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Closest plain-English phrase: Power of attorney
A power of attorney. In cross-border matters, the exact wording, signatures, certification, and recipient requirements matter.
In practiceMay allow another person to perform specific tasks with a Swedish bank, authority, property, or estate.
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Closest plain-English phrase: Court-appointed estate administrator
A court-appointed estate administrator who may administer an estate when joint administration by estate parties is not working or is otherwise inappropriate.
In practiceMay represent and administer an estate when joint administration is not working or is otherwise unsuitable.
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Closest plain-English phrase: Will
A will. A Swedish or foreign will may require review for validity, interpretation, service, and interaction with protected heirship rules.
In practiceCan affect who inherits and may need to be considered alongside residence, family relationships, and protected rights.
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Closest plain-English phrase: Protected statutory share
The protected statutory portion for children or their descendants under Swedish inheritance law, where applicable.
In practiceCan protect part of a child’s inheritance under Swedish law when the applicable requirements are met.
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Closest plain-English phrase: Child not shared with the surviving spouse
A child of the deceased who is not also the child of the surviving spouse. This status can affect when inheritance rights arise.
In practiceThis family relationship may affect when inheritance rights arise after a parent’s death.
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Closest plain-English phrase: Subsequent heir
A subsequent heir whose right may arise after another person, often a surviving spouse, has first inherited.
In practiceThe person’s inheritance right may arise after another person, often a surviving spouse, has first inherited.
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Closest plain-English phrase: Statutory heir
A person entitled to inherit under Sweden’s statutory order of succession, rather than solely because that person was named in a will.
In practiceIdentifies a person who may inherit under the statutory order and who may need to receive a will or participate in the estate process.
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Closest plain-English phrase: Direct descendant
A direct descendant of the deceased, such as a child, grandchild, or later descendant. Swedish law gives bröstarvingar particular rights, including potential laglott protection.
In practiceChildren, grandchildren, and later descendants form the first inheritance class and may also have protected-share rights.
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Closest plain-English phrase: Statutory order of succession
The statutory order that determines which relatives inherit when Swedish succession rules apply and a valid will does not dispose of the relevant estate property.
In practiceEstablishes which family group stands first in line to inherit when Swedish intestacy rules govern the relevant property.
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Closest plain-English phrase: Right of representation
The principle that a descendant may step into the place of an heir who died earlier, where the statutory rules for that inheritance class allow representation.
In practiceMay allow a deceased heir’s descendants to take that person’s place within an inheritance class.
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Wills and bequests
Swedish
Closest plain-English phrase: Universal or residuary beneficiary
A person named in a will to receive the entire estate, a fractional share of it, or the residue rather than one specified asset or amount.
In practiceReceives the whole estate, a fractional share, or the residue and can therefore have a role in estate administration.
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Wills and bequests
Swedish
Closest plain-English phrase: Specific testamentary gift
A specific testamentary benefit, such as a stated sum of money, a particular item, or a right to use or receive income from property.
In practiceDirects that a particular asset, amount, use right, or benefit be provided under a will.
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Family and property
Swedish
Closest plain-English phrase: Surviving spouse
The spouse who survives the deceased. The surviving spouse may have rights through both marital-property division and inheritance rules.
In practiceMay be involved first in marital-property division and may also inherit before common children under Swedish rules.
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Family and property
Swedish
Closest plain-English phrase: Cohabiting partner
A cohabiting partner within the meaning of Swedish law. A sambo does not inherit automatically merely because of the relationship, although property-division questions may arise.
In practiceMay have a limited right to request division of qualifying joint home and household property after a death.
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Family and property
Swedish
Closest plain-English phrase: Property division
A division of property between spouses, or in a more limited way between qualifying cohabitants, that may need to occur before the deceased person’s estate can be determined.
In practiceDetermines which property belongs to the surviving spouse or qualifying cohabitant and which property remains in the estate.
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Family and property
Swedish
Closest plain-English phrase: Separate property
Separate property that is generally excluded from division as marital property, for example because of a marital agreement or a condition in a gift, will, or inheritance.
In practiceIs generally kept outside the division of spouses’ marital property when the separate-property status is valid.
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Family and property
Swedish
Closest plain-English phrase: Marital property
Marital property that is generally included when spouses’ property is divided after divorce or death, in contrast to enskild egendom.
In practiceIs generally included in the property division between spouses after divorce or death.
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Closest plain-English phrase: Estate informant
The person who knows the estate best and provides the information used to prepare the Swedish estate inventory.
In practiceProvides the factual information about the deceased person’s family, assets, debts, and estate to the inventory process.
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Closest plain-English phrase: Estate-inventory certifying person
One of two outside persons who certify that the estate inventory has been correctly recorded and that the assets have been valued to the best of their judgment. Older documents may say förrättningsman.
In practiceTwo outside persons certify that the inventory was correctly recorded and that assets were valued to the best of their judgment.
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Closest plain-English phrase: Death certificate with family report
A Swedish Tax Agency certificate showing the registered death and specified surviving family relationships. It is often used when beginning an estate inventory.
In practiceOften provides an early Swedish record of the registered death and certain surviving family relationships for estate administration.
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Closest plain-English phrase: Proof of notice
Evidence that a person who was entitled to notice was called to the estate-inventory meeting when that person did not attend.
In practiceShows that an absent person entitled to notice was called to the Swedish estate-inventory meeting.
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Wills and bequests
Swedish
Closest plain-English phrase: Executor appointed by will
A person appointed in a will to administer the estate and arrange for the will to be carried out, instead of leaving that responsibility solely with the estate parties.
In practiceTakes responsibility for administering the estate and implementing the will instead of leaving that task solely to the estate parties.
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Court and disputes
Swedish
Closest plain-English phrase: Court-appointed estate distributor
A person who may be appointed to carry out the estate distribution when the estate parties cannot complete the division themselves.
In practiceCan move the estate distribution forward when the estate parties cannot agree or complete the division themselves.
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Wills and bequests
Swedish
Closest plain-English phrase: Formal service of a will
Formal service of a certified copy of the will on the deceased person’s heirs, which is relevant to when the time for challenging the will begins.
In practiceProvides heirs with a certified copy and establishes a legally important starting point for possible objections.
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Court and disputes
Swedish
Closest plain-English phrase: Will contest
A court action by an eligible heir seeking to have a will declared invalid. A statutory time limit applies after service of the will.
In practiceAllows an eligible heir to ask a court to declare a will invalid on a legally recognized ground.
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Closest plain-English phrase: Disclaimer or renunciation after death
A decision after a death to refrain from taking all or part of an inheritance. It can affect who is treated as an estate party and who receives the property instead.
In practiceCan redirect all or part of an inheritance and may affect who participates in the estate and later distribution.
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