Estate inventory
The estate inventory document, or perukirja, is a tax declaration that forms the basis for determining inheritance tax. It is a legally required statement detailing the assets and liabilities of the deceased and the estate. The perukirja lists all individuals who have a right to inherit from the estate. It also serves as an essential document for estate management and the division of inheritance.
We handle estate inventories reliably with the help of our expert partners. With our assistance, you can ensure that all necessary paperwork and documents are properly obtained and that the estate inventory document is accurate and compliant with legal requirements. Through our partners, we also offer general advice and support in managing estate matters, such as wills and inheritance division.
We are here to assist you, even in challenging situations, so you don’t have to handle anything alone. You can find more information about estate inventories and managing estate matters on the Memoria funeral home network’s website.
Estate Inventory Meeting
During the estate inventory meeting, the heirs and other entitled parties of the deceased are identified, and a detailed inventory of the estate’s assets and debts is prepared. Other factors relevant to determining the inheritance tax are also addressed.
Attendance at the inventory meeting is mandatory only for the estate’s declarant and two trustees who assess the deceased’s assets and sign the estate inventory document. The trustee can be anyone without any specific qualifications.
By law, the estate inventory must be completed within three months of the death, regardless of whether the deceased had any assets or their age at the time of death. The estate inventory document must be submitted to the Tax Administration within one month of the inventory meeting. Typically, the costs of the estate inventory are paid from the estate before the inheritance is distributed.
