Step-by-Step Guide to Inheritances Puerto Rico

What is an inheritance?

In Puerto Rico, an inheritance the collection of assets, rights, and obligations that a person passes on to their heirs upon their death.

✅ An inheritance include:

• Real estate properties
• Bank accounts
• Vehicles
• Debts

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

👉 Steps for transferring an inheritance 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 the Inheritance Estate Form (
). Submit this Form the Department of the Treasury to declare the decedent’s assets 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 link: inheritances 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.

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 inheritance (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 (e.g., court costs, stamps, certifications, or administrative procedures, as applicable).
✔️ Fixed fee — We do not charge by the hour; once the case has been evaluated, we provide you with a total quote for the agreed-upon non-contentious proceedings.

✅ Transfer your inheritance !
Fill out the Inheritances Evaluation Form for a free estimate.