Step-by-Step Guide to Inheritance in Puerto Rico

What is an inheritance in Puerto Rico?

In Puerto Rico, an estate refers to the collection of assets, rights, and obligations that a person leaves behind upon their death. In order for the assets to be formally transferred to the heirs, certain legal and administrative procedures must be completed.

✅ An inheritance may include:

• Real estate properties
• Bank accounts
• Vehicles
• Debts
• Other assets or rights of the decedent

👉 Your first step and how to process an inheritance in Puerto Rico

1️⃣ Check whether there is a will and, if not, file a Declaration of Heirs Declaration of Heirs Declaration of Heirs
First, we check whether the deceased left a will. If there is no will, we file a sworn petition for Declaration of Heirs the court to officially identify the legal heirs.

2️⃣ File the Inheritance Estate Form
Next, we file the Inheritance Estate Form the Department of the Treasury to report the decedent’s assets and request the applicable Waiver certification, as applicable.

3️⃣ Transferring property ownership at the Land Registry, if applicable
If the inheritance includes real estate, we handle the necessary procedures with the Land Registry to update the ownership records.

4️⃣ Update information in the CRIM, if applicable
When real estate properties are involved, we handle the update of records in the Municipal Revenue Collection Center (CRIM) to accurately reflect the heirs.

5️⃣ Coordinate with financial institutions, if applicable
If there are bank accounts, credit unions, or other funds, we coordinate with the relevant institution to ensure that any disbursements or final checks are issued in the name of the heirs.

✳️ For a general list of documents and requirements, see our Inheritance Checklist Puerto Rico.

Why hire legal counsel for an inheritance?

• ✅ Legal certainty — Avoid mistakes that could delay or complicate the process.
• ✅ Fewer delays — We properly coordinate the necessary procedures based on the type of inheritance.
• ✅ Greater clarity — We’ll explain what documents are required and what procedures apply to your case.
• ✅ Comprehensive management — We guide you through the process from start to finish, providing clear, written communication.
• 🌐 Perfect if you're outside of Puerto Rico —we handle the process remotely so you don't have to travel unnecessarily.
• 💻 Online process for customers — you send us the required information and documents remotely.

Costs and Fees for inheritances Puerto Rico

• ✔️ Pricing based on the scope of the case — The flat fee is determined after reviewing the Assessment Form, as each estate varies depending on the assets, debts, number of heirs, available documents, and required procedures.
• ✔️ Full transparency — Before we begin, we provide you with a written breakdown of what the service includes and any applicable fees, such as court costs, stamp duties, certification fees, or administrative charges, as applicable.
• ✔️ Fixed fee — We do not charge by the hour; once we have reviewed your case, we will provide you with a total quote for the agreed-upon non-litigation process.

✅ Start with a free evaluation
Fill out the Inheritance Evaluation Form to review your case and receive initial guidance on the applicable process.