What is the Inheritance Estate Form?
The Inheritance Estate Form is the document used to report to the Puerto Rico Department of the Treasury the assets, debts, and other items comprising the estate of a deceased person.
Depending on the situation, it may include:
- real estate;
- bank accounts and investments;
- vehicles;
- business interests;
- debts;
- other property or rights.
📌 Procedure Order
If the deceased did not leave a will, the Declaration of Heirs. Next, the “ Inheritance Estate Form ” is prepared and filed. If there is a valid will, that document is used to proceed with the probate process.
Submitting the “ Form ” form allows you to obtain the corresponding “Waiver ” (Certificate of Inheritance ) or the applicable authorization to proceed with certain procedures related to the estate’s assets.
📌 Before requesting an evaluation
Please read all the guidance on this page first. Complete the Assessment Form only if your case meets the specified criteria and you have the necessary information and documentation.
🏠 If the inheritance includes real estate:
We need a copy of the deed, a title search, or documentation from the Land Registry. A document from the CRIM alone is not sufficient.
We need a copy of the deed, a title search, or documentation from the Land Registry. A document from the CRIM alone is not sufficient.
⚠️ Cases We Do Not Handle
- disputes among heirs, objections, or other legal disputes;
- will contests;
- cases involving a large number of heirs;
- cases involving multiple fatalities;
- Estates of people who died more than 20 years ago.
If your case falls into any of these categories, do not complete the Assessment Form. If you do not yet have the necessary information and documentation, please gather them before completing the form.
How We Prepare and File the Inheritance Estate Form
We Abogado Notario Online we coordinate the preparation, filing, and follow-up of the “ Inheritance Estate Form ” (petition for the return of a missing person) based on the circumstances of each case.
- We evaluate the estate.
We review the heirs, assets, debts, and available documents. - We have confirmed the necessary documents.
We have provided you with the information and supporting documentation required to prepare the Form. - We prepare and file the “ Form ” (Declaration of Income from Real Estate).
We report the applicable items and submit the “ Form ” (Declaration of Income from Real Estate) to the Department of the Treasury. - We handle the Waiver .
We address all requirements included in the service until we receive the corresponding decision. - We can coordinate the subsequent probate proceedings.
Depending on the service agreed upon, we can handle procedures with the Property Registry, CRIM, financial institutions, cooperatives, and other entities.
📌 The " Form " and the " Waiver " do not automatically transfer assets
Additional procedures may then be required to transfer real estate, bank accounts, vehicles, or other assets included in the estate.
📄 Information and documents you should have on hand
- death certificate;
- will or Declaration of Heirs, as applicable;
- if the estate includes real property, a copy of the deed, a title search, or documentation from the Land Registry;
- information about bank accounts and investments;
- information about vehicles and other property;
- information about debts or obligations;
- any other available documents related to the estate.
You don't need to have all your certificates from the Demographic Registry yet. If you need birth, marriage, or death certificates from Puerto Rico, we can obtain them for you.
To find out what information and documents you need to gather, see our Inheritance Checklist in Puerto Rico.
Why hire Abogado Notario Online to handle your Inheritance Estate Form?
- ✅ Comprehensive management — We prepare, file, and follow up on the process with the tax authorities.
- ✅ Online Service — We can handle the process from anywhere, without the need to travel.
- ✅ Efficient coordination — We can also handle other estate-related matters.
- ✅ Greater clarity — We'll let you know which documents and procedures apply to your case.
⏱️ Processing time
The process may take 2–3 months, depending on the available documents, the reported assets and liabilities, and the response times of the Department of the Treasury.
💰 Costs and Fees
We charge a flat fee, which is determined based on the scope of the case and the necessary steps involved.
After reviewing the Evaluation Form, we will notify you in writing:
- the total cost;
- the procedures included;
- the necessary documents;
- the next steps.
Frequently Asked Questions About the Inheritance Estate Form
Inheritance Assessment Form
⚠️ Before filling out the form
First, read all the guidance available on this page and gather the necessary information and documentation.
Only if, after reading this page, you understand that your case meets the specified criteria and you have the necessary information and documentation to evaluate it, should you complete the Inheritance Evaluation Form.
⏰ Responses via email only: 3–5 business days.
Estate Assessment Form:
