Step by Step Guide to Inheritance in Puerto Rico

What is an inheritance?

In Puerto Rico, an inheritance is the set of assets, rights and obligations that a person transmits to his or her heirs upon death.

✅ Inheritance may include:

• Real estate properties
• Bank accounts
• Vehicles
• Debts

⚠️ Such assets, rights and obligations are not are not automatically transferred.

👉 Steps to transfer an estate in Puerto Rico

1️⃣ Obtain a Declaration of Heirs
Verify that there is no will. If there is no will, a sworn affidavit of heirs case is filed with the court. This document certifies who the legal heirs are.

2️⃣ File Inheritance Estate Form
File this Form with the Department of Revenue to declare the decedent's estate and obtain an InheritanceWaiver .

3️⃣ Transfer properties in the Property Registry (if applicable)
With the Declaration of Heirs and the Waiver, the owners of the properties (apartments, houses, farms, etc.) are updated.

4️⃣ Update information in the CRIM (if applicable)
It is necessary to change the owners in the Municipal Revenue Collection Center (CRIM) so that the real estate properties are in the name of the heirs.

5️⃣ Financial Institutions (if applicable)
Coordinate for the final check to be made payable to the heirs.

✳️ For a general list of documents and requirements, please visit this other link: inheritance checklist.

Benefits of hiring us as your lawyer

✅ Legal certainty - Avoid costly legal errors.
✅ Fewer delays - We work correctly throughout the entire process.
✅ Cost savings - We guarantee correct procedures and payments.
✅ Comprehensive management - We accompany you from start to finish, with clear communication.

🌐 Ideal if you are out of PR - everything remotely, securely.
💻 1 00% online processing - no unnecessary visits, trips or expenses.
🚀 No hassle - secure document tracking and delivery.

Inheritance costs and fees in Puerto Rico

✔️ Price based on the scope of the case — The fixed fee is determined after reviewing the Assessment Form, as each inheritance varies (assets, debts, number of heirs, available documents, and required procedures).
✔️ Total transparency — Before we begin, we will provide you with a written statement of what the service includes and any applicable expenses (e.g., costs, stamps, certifications, or administrative procedures, as applicable).
✔️ Fixed fee — We do not charge by the hour; once the case has been evaluated, you will be quoted a total price for the agreed-upon non-contentious procedure.

✅ Transfer your inheritance without complications!
Fill out the Inheritance Evaluation Form for a free estimate.