Property inventory at the start of guardianship
This page is intended for the guardian of an adult client. Read on a different page how to make a property inventory as the guardian of a minor or under a continuing power of attorney.
Once you have been appointed the guardian for your client, the authority will supervise your actions. Your first task is to draw up an inventory of your client's assets and liabilities. Please submit it to us within three months of the start of your assignment.
Key concepts
Person on whose behalf the guardian acts.
A person assigned to manage their client’s financial and property affairs.
An inventory in which the guardian reports the client's property and debts on the commencement date of our supervision.
The statement submitted to us by the guardian each calendar year on how the client's property has been managed.
When the guardianship ends, the guardian will provide us with an account of the management of the assets for the period for which the annual statement has not been issued.
Do the following
1. Find out about your client's property on the start date of guardianship.
You must clarify all your client's assets and liabilities. For more detailed instructions on how to do this, see the instructions for completing the property inventory.
Instructions for completing the property inventory (in Finnish)
2. Make a property inventory.
Use the Property inventory form.
- First, upload the blank form to your device and save it.
- Open the form in Adobe Reader. You can download the program free of charge from Adobe's website. After completing the form, save it to your device.
- If you wish to continue filling in the form later, open it again in Adobe Reader. When you save the form, you can choose to replace the previous version with the new version. If you do not want to replace the previous version, you must save the form with a new name.
Property inventory form (in Finnish)
Attach copies of the necessary documents and receipts as appendices to the inventory. Keep the original documents for yourself.
Also remember to keep the information you provided, as we will not return the inventory or its appendices. For example, you will need information from the inventory when you are preparing your first annual statement.
3. Please provide us with the inventory and its appendices.
Once you have completed the above form, submit it and its attachments via the online form. Please note that this service only allows you to send documents, so prepare them in advance.
You will need online banking IDs or a mobile certificate to use the online form.
Submit documents online (in Finnish or Swedish)
Can't attend to your matter online?
Return the completed inventory and its appendices to the Digital and Population Data Services Agency, P.O. Box 1004, FI-00531 Helsinki. Submit copies of the attached documents, do not submit the original documents. Do not use staples, clips, plastic pockets, etc., because the documents are scanned.
Did you already submit an asset list, but forgot something from it?
You can complete it yourself with the online form.
Send the missing informations/attachements
4. We receive the inventory.
We will contact you if we need more information or additions.
We will not return the inventory or its appendices.
Read also
Read the frequently asked questions about the financial matters related to guardianship.
Do you need help?
Telephone service: 0295 536 256
Service hours: Mon–Fri 9–15.
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