Estate inventory – lawyer assists with arranging the estate inventory
Perunkirjoitus on virallinen toimitus, jossa vainajan omaisuus, velat ja perilliset selvitetään. Se tehdään perunkirjoituskokouksessa, johon osallistuvat perilliset ja mahdolliset testamentin saajat. Kokouksesta laaditaan perunkirjoituskirja, joka toimitetaan verovirastolle (Maistraatti) kolmen kuukauden kuluessa kuolemasta. Lakimies tai perunkirjoittaja johtaa toimitusta ja varmistaa, että kirja on oikeaoppinen ja veroseuraamukset huomioitu.
An estate inventory is an official event where the deceased's assets and debts are calculated and recorded. It is the first and most important step in handling inheritance matters. Lakiasiaintoimisto A&Co. Legal Oy helps with arranging the estate inventory and drafting the minutes. Our lawyers ensure the estate inventory is timely and correct.
Detailed explanation
What does an estate inventory mean?
An estate inventory is an event where the deceased's heirs and surviving spouse gather, the deceased's assets and debts are calculated, and the estate inventory minutes are drafted. The minutes are an official document needed for estate distribution, inheritance taxation and transfer of property shares. The estate inventory is led by an executor, usually the surviving spouse or a direct heir.
When must the estate inventory be done?
The estate inventory must be held within three months of the death. The deadline is important – if it is exceeded, the tax authority can demand the estate inventory be held and charge fees. A lawyer helps with schedule management and ensures the estate inventory is held on time. In urgent cases, we can apply for an extension from the tax authority.
Drafting the estate inventory minutes
The estate inventory minutes must be drafted in a specific format. They must include the deceased's basic information, heirs and surviving spouse, assets and debts and their values at the time of death. The minutes must be dated and signed. The lawyer drafts or reviews the minutes, ensuring they are correct and the values are realistic. Incorrectly drafted minutes can lead to tax adjustments or delays.
Estate inventory and estate administration
After the estate inventory, the estate is administered and distributed. If the estate has multiple heirs or the property is complex, estate administration may require a lawyer's help. An estate distributor can be appointed if the heirs cannot reach an agreement. A lawyer assists with estate administration and distribution. Read more about estates on our separate page.
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Need help with an estate inventory?
Book an appointment with a lawyer or submit a request online. We help with arranging the estate inventory and drafting the minutes.