What is the Inheritance Estate Form?
The Inheritance Estate Form is the second general step described in our Guide to Inheritance in Puerto Rico.
This Form used to report to the Puerto Rico Department of the Treasury the assets, accounts, properties, vehicles, investments, and debts of the deceased, legally known as the decedent.
Submitting this form allows you to request the corresponding Waiver or the applicable authorization before completing certain transfers or procedures related to the estate’s assets.
Important: The form, documents, and applicable requirements depend, among other factors, on the date of death, the decedent’s place of residence, the assets reported, and the circumstances of the estate.
Your first step in preparing the Inheritance Estate Form
To evaluate your case, we need basic information about the deceased, the heirs, the assets, the debts, and the available documents. With that information, we will explain the scope of the service, the fees, and the next steps.
⚠️ Scope and Limitations of the Service
We do not handle disputes among heirs, will contests, or other contentious cases.
In general, we also do not accept estate cases involving a large number of heirs or multiple decedents. Cases in which the decedent died more than 20 years ago are evaluated on a case-by-case basis, depending on the available documents, the assets involved, and any pending matters.
We handle non-contentious probate matters, including probate proceedings with or without a will, Declaration of Heirs, Inheritance Estate Form related procedures with the Property Registry, CRIM, and financial institutions, as applicable.
Common Documents Required
The required documents vary depending on the date of death, the assets involved, and the circumstances of the case, but they typically include:
- Death Certificate.
- Will or Declaration of Heirs, as applicable.
- Deeds or property records for real estate.
- Documents related to the heirs, such as birth certificates.
- Bank account statements or certificates as of the date of death.
- Investment portfolios, stocks, or other financial assets, if applicable.
- Information on motor vehicles and other property.
- Any other documents required based on the applicable form or the circumstances of the case.
Important: If you do not have the required “
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certificates from the Puerto Rico Demographic Registry, we can obtain them for you as part of the process, depending on the scope of the agreed-upon service.
For information on the documents and general requirements, please see our Inheritance Checklist Puerto Rico.
How We Prepare and File the Inheritance Estate Form
At Abogado Notario Online, we coordinate the review, preparation, signing, filing, and follow-up of the Inheritance Estate Form, based on the date of death, the reported assets, and the scope of the agreed-upon service.
- We evaluate the information provided.
We review the details regarding the deceased, the heirs, the assets, the debts, and the available documents. - We determine the applicable form.
We identify the appropriate form and procedure based on the date of death, the decedent’s place of residence, and the circumstances of the estate. - We verify the necessary documents and certifications.
We will let you know if any additional information or evidence is required to complete the Form correctly. - We prepare the Inheritance Estate Form.
We report the assets, debts, and other applicable items in accordance with the documents provided. - We coordinate the signing and filing.
We handle the signing and file the Form the applicable procedure with the Department of the Treasury. - We handle the Waiver process.
We handle all the procedures included in the service until we receive the corresponding determination, certification, or request from the Tax Authority.
Debts with the tax authorities and CRIM
Before issuing the Waiver , it may be important to consider the deceased person’s tax debts and debts related to their properties.
- Tax Liabilities — It may be necessary to verify any outstanding tax obligations and the tax returns that the decedent was required to file.
- Debts to the CRIM — If there is real estate, the tax status of the property and that of the decedent must normally be verified.
- Debts Under Review — Depending on the circumstances, the Tax Authority may require additional paperwork, a bond, or may issue a Waiver conditional authorization.
- Estate Debts — Any obligations claimed as deductions must be properly documented.
Important: The existence of a debt does not necessarily prevent you from filing the Form, but it may delay or complicate the issuance Waiver and require additional steps.
Processing time
The time required varies depending on the date of death, the applicable form, the amount and nature of the assets, any outstanding debts, the available documents, and the response times of the Department of the Treasury and other involved entities.
After reviewing the case, we will inform you of the estimated timeframe and the steps to be taken.
Costs and Fees
We work on a flat-fee basis, with fees determined based on the scope of the case and the necessary steps involved.
The cost depends, among other factors, on the deceased person’s assets and debts, the number of deceased individuals and heirs, the available documents, the date of death, and the procedures required by the tax authorities.
Transparency: Before we begin, we will provide you with a written statement detailing our fees, the scope of our services, and any applicable out-of-pocket expenses.
Frequently Asked Questions About the Inheritance Estate Form
Get a free evaluation of your case
Fill out the Inheritance Evaluation Form receive an initial consultation at no cost.
After reviewing the information, we will let you know whether we can assist you, what documents are required, the scope of the service, the fees, and the next steps.
Inheritance Evaluation Form:
