The Inheritance Estate Form is reported to the Department of Revenue by heirs to report assets, accounts, vehicles and debts. It is necessary only when the value of the assets exceeds $15,000, and is required to obtain theIRSWaiver and transfer the assets.
Balance of funds certifications from financial institutions
Title deeds of the real estate properties, or data from the Property Registry
Negative certification from the Municipal Revenue Collection Center (CRIM).
Procedure and Deadlines
It is recommended that a lawyer or accountant prepare it to avoid errors.
Accurate preparation is crucial to avoid delays and additional costs.
Must be submitted within 9 months of death to avoid possible fines.
Debts with the tax authorities and CRIM
Tax exemption - Many estates are exempt, depending on their value and year of death.
Outstanding debts - The Form may be submitted with debts, but it is not recommended.
ConditionalWaiver - The Internal Revenue Service can issue it if there are debts, but with additional paperwork and costs.
💰 Avoid problems with Hacienda We submit your Inheritance Estate Form correctly and without errors. Complete the Evaluation Form and we guide you through the process.
Exceptional service with quick turnaround. Ramon helped me complete all requirements to certify PR citizenship and I highly recommend working with him.
Manuel Recio
08/03/2025
Excellent services, super fast, and everything is done online + via email. I received my PR citizenship certificate with Apostille stamp in only 29 days!
Dan Hussain
08/02/2025
Happy with the service provided in correcting a birth certificate for my mother. Lawyer provided easy to follow instructions in order resolve this matter. Highly recommend.
Luis R Rodriguez
08/02/2025
We have used their services on several occasions and have always had excellent results.
Eric Mayer
08/01/2025
I recommend him for the efficient communication and speed of work. Everything was very organized and as agreed, thank you!
S Marcano
08/12/2024
Excellent service, they advised me with a correction of the document I requested. Fast, reliable and professional.