Declaration of Heirs

What is the Declaration of Heirs?

The Declaration of Heirs is a court order that determines who the heirs are of a person who died without leaving a will. The deceased person is legally referred to as the decedent.

Important: If the deceased left a valid will, a Declaration of Heirs is usually not required.

Your first step in applying for a Declaration of Heirs

To evaluate your case, we need basic information about the deceased, the potential heirs, and the assets in the estate. We will then explain the scope of our services, our fees, and the next steps.

Complete the Evaluation Form

⚠️ Scope and Limitations of the Service

We do not handle disputes among heirs, will contests, or other contentious cases.

In general, we also do not accept estate cases involving a large number of heirs or multiple decedents. Cases in which the decedent died more than 20 years ago are evaluated on a case-by-case basis, depending on the available documents, the assets involved, and any pending matters.

We handle non-contentious probate matters, including probate proceedings with or without a will, Declaration of Heirs, Inheritance Estate Form related procedures with the Property Registry, CRIM, and financial institutions, as applicable.


How to File a Declaration of Heirs Puerto Rico

At Abogado Notario Online, we coordinate the legal proceedings for Declaration of Heirs other probate-related procedures included in the agreed-upon service, depending on the circumstances of each case.

  1. We verify whether there is a will.
    We confirm whether the deceased person left a will. If there is no valid will, we can begin the Declaration of Heirs process.
  2. We prepare the petition and the required documents.
    We gather family information and prepare the petition, affidavits, and documents needed to establish who the potential heirs are.
  3. We file the petition with the court.
    We file the case and monitor the legal proceedings, including any additional requirements that may arise.
  4. We handle the court order.
    Once the court has reviewed the petition and the evidence, we coordinate the issuance of the order that officially identifies the heirs.
  5. We prepare and file the Inheritance Estate Form, if it is included in the service.
    We report the decedent's assets to the Department of the Treasury and request the Waiver the corresponding certification, as applicable.
  6. We coordinate matters related to the estate’s assets.
    Depending on the agreed-upon scope, we can handle procedures with the Property Registry, CRIM, financial institutions, and other entities related to real estate, accounts, funds, or vehicles.

Order of Heirs in Puerto Rico

When a person dies without a will, the law determines who can inherit. Generally speaking, the order of succession may include:

  1. Descendants—such as children—and a spouse.
  2. Ancestors—such as parents—.
  3. Brothers and nephews.
  4. Other relatives specified by law.
  5. The Government of Puerto Rico, when there are no heirs.
Note: The order of succession and the share of each heir on the family composition and the specific circumstances of the estate.

Common Documents Required

The documents may vary depending on the case, but they typically include:

  • Death Certificate.
  • Birth certificates for the children.
  • Marriage certificate, if applicable.
  • Divorce decree or certificate, if applicable.
  • Information and documents regarding the potential heirs.
  • Documents related to real estate, bank accounts, cooperatives, vehicles, or other assets.

Important: If you do not have the required certificates from the Puerto Rico Demographic Registry, don't worry. We can obtain them for you as part of the process, depending on the scope of the agreed-upon service.

For information on the documents and general requirements, please see our Inheritance Checklist Puerto Rico.


Processing time

The process may take approximately 3 months, depending on the complexity of the case, the availability of documents, and the response times of the court, agencies, registries, and institutions involved.


Frequently Asked Questions About the Declaration of Heirs

1) When is a Declaration of Heirs required?

This is required when a person dies without a will and it is necessary to officially identify their legal heirs in order to claim or transfer the assets of the estate.

2) Is a declaration required if there is a will?

Generally, no. When there is a valid will, the estate is settled in accordance with that document and the applicable procedures.

3) Who can apply for the Declaration of Heirs?

A person with a legitimate interest in the estate, such as a potential heir, may file the petition. The court will review the petition and the evidence submitted.

4) What documents are required?

A death certificate and documents proving family relationships—such as birth, marriage, or divorce certificates—are usually required. The exact requirements will depend on the family composition.

5) How long does it take to file a Declaration of Heirs?

The time frame may vary depending on the available documents, family composition, court requirements, and the complexity of the case. As a general guideline, the process can take approximately three months.

6) How much does a Declaration of Heirs cost?

The cost depends on the family composition, the deceased person’s assets, the available documents, the number of deceased individuals and heirs, and the services included. After evaluating the case, we will inform you in writing of the fees and the scope of the service.

7) Does the Declaration automatically transfer the assets?

Not necessarily. The Declaration officially identifies the heirs, but additional steps may then be required with the Internal Revenue Service, the Property Registry, CRIM, financial institutions, or CESCO/DTOP.

8) Can I apply for it if I live outside of Puerto Rico?

Yes. We can handle many cases even if the heirs reside in the United States or another country. The process will depend on the documents, signatures, and procedures required.

9) Do you handle cases involving disputes among heirs?

No. We handle only non-contentious probate matters. We do not represent clients in cases involving objections, disputes among heirs, will challenges, or other litigation.


Get a free evaluation of your case

Fill out the Inheritance Evaluation Form receive an initial consultation at no cost.

After reviewing the information, we will let you know whether we can assist you, what documents are required, the scope of the service, and the fees before proceeding.

Inheritance Evaluation Form:

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⏳ Time required: 10-15 minutes.

⚠️ For a free analysis and estimate, please respond in full.

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