Donation

Donation (Puerto Rico)

What is a property donation?

A donation occurs when one person—the donor—transfers property to another person—the donee—free of charge, and the donee accepts it.

If you donate a house, apartment, building, farm, or other real estate property in Puerto Rico, you must do so by means of a notarized deed executed before a notary public.

If any party lives outside of Puerto Rico, we assess whether a power of attorney can be used.

📌 Before requesting an evaluation

Please read all the guidance on this page first. Complete the Assessment Form if:

  • The property is located in Puerto Rico;
  • the donor owns the property or a share in it; and,
  • The person who will receive it has been identified and is willing to accept it.
Does the donor wish to continue living on the property?
Please indicate this on the form. We can assess whether it is advisable to reserve a usufruct, the right to occupy the property, or the right to receive rental income from it.

⚠️ Situations That Require Special Evaluation

A mortgage, foreclosure, debt, unresolved inheritance, multiple owners, or potential family opposition do not automatically prevent us from evaluating the donation. Please explain the situation on the form.

The service does not include litigation, disputes regarding the donor's property or capacity, estate planning, trusts, or specialized tax advice, unless expressly agreed upon.

Donating is neither selling nor renouncing an inheritance

  • If there is a price or payment involved, it may be a sale, not a donation.
  • Donating an inheritance share to a co-heir is different from renouncing an inheritance.

What You Need to Know Before Donating

  • The donor:
    • must own what they wish to transfer and understand the consequences;
    • must retain sufficient assets or income to cover their living expenses.
  • The donee:
    • must accept the donation by signing a deed;
    • It may include " Hogar Seguro" coverage, provided it will be your primary residence.
  • A gift may not reduce or impair the portion of the estate that the law reserves for certain heirs, such as children or a spouse.


How We Process Donations

  1. We assesswhat the donor wishes to transfer or retain.
  2. We verify the title and check for mortgages, liens, or other encumbrances.
  3. We are introducing the Donation “ Form ” at the Department of the Treasury.
  4. We prepare the deed with the desired amount and terms.
  5. We coordinate the signing by the donor and the donee before a notary.
  6. We handle the follow-up procedures, including the transfer of ownership at the Land Registry, the CRIM, and notifying the tax authorities.

📄 Information and documents you should have on hand

  • physical address;
  • current approximate value of the property;
  • property deed;
  • CRIM cadastral number;
  • information about liens, debts, or other encumbrances;
  • general information about the donor’s other assets, income, and obligations necessary for the donor’s livelihood; and
  • conditions you wish to include, if any, such as a reservation of usufruct or the right to occupy the property.

Costs and Fees

We work on a flat-fee basis. The cost depends on the property's value, the status of the title, the terms of the donation, and the necessary paperwork.

After reviewing the Evaluation Form, we will notify you in writing:

  • the total cost;
  • the procedures included; and
  • the next steps.

Frequently Asked Questions About Donations

1) Can I donate the property and continue to live there?

Yes, a reservation of usufruct or the right to occupy the property can be evaluated. You must indicate this before drafting the deed.

2) Can I donate just my share?

It may be possible if that interest belongs to you. The deed must clearly identify the percentage or interest being transferred.

3) Can I donate my share of the inheritance to a co-heir?

It may be possible, but it is not a renunciation. It must be determined whether the inheritance was accepted and what share is to be transferred.

4) Can I process the donation if I live outside of Puerto Rico?

Yes. We can handle the process remotely and determine whether a person who is unable to travel can be represented by a valid power of attorney.

5) Can you change your mind after making a donation?

Once a donation has been made and accepted, it cannot be rescinded simply because the donor changes his or her mind. It can only be revoked in the specific cases provided for by law.


⚠️ Before continuing

Please complete this form only if, after reading all of the guidance above, your case meets the specified requirements and you already have the required information and documentation.

📋 Evaluation Form — if you meet the requirements

⏰ Responses via email only: 3–5 business days.

11
22
33
4
5
6

⏳ Time required: 5–10 minutes.

Donor = the person making the donation.
Recipient = the person accepting the donation.

APPLICANT:

Name of the person filling out this form
E-mail address

Customer reviews

Reviews
4.9
Based on 74 reviews
powered by
Summary
There are no products in the cart!
Continue shopping