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Transfer of Inheritance

Inheritance: Everything you need to know

What is an inheritance?

It is the transmission of rights and obligations of a deceased person.
It is essential to start the process as soon as possible to avoid delays and additional costs.

Initial steps

Death certificate:
- We can arrange this if the death occurred in Puerto Rico.
Verification of will:
- We check with the Registry of Wills to see if a will exists.
- If there is none, a Negative Certification of Will is issued.

With or without a will

No will:
- A Declaration of Heirs is requested to the court, identifying the heirs according to the law.
- Only new format birth certificates (issued since July 2010, blue color) will be accepted.
- The Civil Code 2020 includes the surviving spouse as an heir.
With will:
- The distribution is made according to the provisions of the will, provided it complies with the law.

Taxes and Waiver from the Treasury Department

Inheritance Estate Form:
- Also known as "Inheritance Form".
- Mandatory if there is real estate or personal property of value.
- Not required if the total value of the goods is less than $15,000.
- The Treasury Department issues a "Waiver" at the end to allow the transfer of assets.

Other important formalities

Bank accounts:
- The deceased's accounts may be frozen by the financial institution.
- The law allows a limited amount to be withdrawn for funeral expenses.
- Unclaimed funds may be turned over to the Office of the Commissioner of Financial Institutions (OCIF), or its equivalent.
Transfer of properties:
- We register the properties in the Property Registry in the name of the heirs.
- We also managed the change of ownership at the Municipal Revenue Collection Center ( CRIM) to avoid penalties.
Repudiation or renunciation:
- An heir may choose to waive his or her portion of the estate.

Legal Costs

Fixed rate:
- Prices vary from case to case, but you will always know the total cost from the beginning.
- Free evaluation by completing the form at the bottom of this page.

Online procedures

We do everything through email, ideal for clients outside of Puerto Rico.
If you are unable to be present, we can prepare a Power of Attorney for someone you trust to represent you, if necessary.

Final recommendation

Non-automatic transfer: The process is complex and requires the assistance of a specialized lawyer.
Full service: We take care of the whole process, from the vital certificates to the land registry!

➡️ Want to get started now or have questions? Request a free evaluation by filling out the form below - we're here to help!

Inheritances (Puerto Rico)

To evaluate your case

INHERITANCE EVALUATION FORM

Please enable JavaScript in your browser to fill out this form.

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ATTENTION: The only way we can evaluate your case is through this form, which takes about 10-15 minutes. It is important that you answer all questions completely in order to make a preliminary examination and prepare an estimate (free of charge) as each case is different. Incomplete forms will not be considered.

APPLICANT (YOU):

Your full name (with BOTH last names). *

First name

Middle name

Surname

Telephone

E-mail address *

Email

Confirm e-mail

Where do you live? *

Town

Country*

Relationship to the deceased. *

If the grandchild, please indicate whether his/her parent, i.e. the child of the deceased, is still alive. *

Full name of your deceased parent, with BOTH surnames. *

First name

Middle name

Surname

DECEASED:

Deceased's full name, with BOTH last names. *

First name

Middle name

Surname

Estimated date of DEATH (d/m/a). *

Place of death. *

Country*

Do you already have the Death Certificate? *

Yes
No
I don't know.

Occupation or profession of the deceased. *

Social Security of the deceased.

Inheritance procedure(s) carried out so far. *

Please clarify. *

Choose the desired service. *

Please clarify. *

To evaluate your case, you should fill in this other form, where you will also find the answers to the most common questions: Repudiation Form

Estimated age at death. *

Did the deceased leave a will? *

Yes
No
I don't know.

Was it prepared in PR or USA? *

Do you know if the US Will has already been validated? *

Yes
No
I don't know.

How many children did the deceased have? *

How many children are deceased? *

Did the child(ren) die before or after? *

How many children did they have? *

Was the estate of the deceased child(ren) completed? *

Any children under 21? *

Yes
No
I don't know.

Any disabled children with guardianship? *

Yes
No
I don't know.

Was the father or mother of the deceased alive at the time of death? *

Yes
No
I don't know.

If neither parent was alive, how many siblings did the deceased have? *

Marital status of the deceased. *

Marriage regime. *

Full name of the former spouse of the deceased, with BOTH last names. *

First name

Middle name

Surname

Full name of spouse of the deceased, with BOTH last names. *

First name

Middle name

Surname

Where did the spouse die? *

Is the division of divorce property completed? *

Yes
No
I don't know.

Is the former spouse still alive? *

Yes
No
I don't know.

Estimated year of death of spouse. *

Was the spouse's inheritance completed? *

How many child(ren) did the spouse have? *

How many were in common with the deceased? *

Are any of the spouse's children deceased? *

REAL ESTATE IN PR:

How many real estate properties did the deceased leave behind? *

FULL physical address of the property. *

Is this property in the name of the deceased? *

In whose name is this property? *

FULL name of principal owner. *

First name

Middle name

Surname

How many children did this owner have? *

How many of these children are deceased? *

Choose the documents you already have

Property deed
CRIM Sheet
Title Study
Valuation
NONE OF THE ABOVE

CRIM: Municipal Revenue Collection Center

Was the deceased a veteran? *

Yes
No
I don't know.

Is there anyone living on this property now? *

Yes
No
I don't know.

Since what year (estimated) has no one lived it? *

Who is the last person to live in the property? *

Estimated year of purchase or acquisition. *

ESTIMATED value of this real estate property. *

Estimate of IMPROVEMENTS made since purchase. *

FULL physical address of property #2. *

Is this property #2 in the name of the deceased? *

Yes
No
I don't know.

In whose name is this property #2? *

Please clarify. *

Choose the documents you already have for this property #2 * Choose the documents you already have for this property #2 * Choose the documents you already have for this property #2

Property deed
CRIM Sheet
Title Study
Valuation
NONE OF THE ABOVE

CRIM: Municipal Revenue Collection Center

Estimated year of purchase or acquisition #2. *

Is there anyone living in this property #2 now? *

Yes
No
I don't know.

Since what year (estimated) has no one lived it #2? *

ESTIMATED value of this property #2.

Selected value: $25000

FULL physical address of property #3. *

Is this property #3 in the name of the deceased? *

Choose the documents you already have for this property #3 * Choose the documents you already have for this property #3 * Choose the documents you already have for this property #3

Property deed
CRIM Sheet
Title Study
Valuation
NONE OF THE ABOVE

CRIM: Municipal Revenue Collection Center

Estimated year of purchase or acquisition #3. *

Is there anyone living in this property #3 now? *

Yes
No
I don't know.

Since what year (estimated) has no one lived it #3? *

ESTIMATED value of this property #3.

Selected value: $25000

Any property in which the deceased has a prior inheritance? *

Please clarify. *

Did the deceased make any substantial donations in his or her last 10 years? *

Yes
No
I don't know.

For example: apartment, house, money, etc.

Please clarify. *

Any property outside PR? *

Yes
No
I don't know.

Please clarify. *

OTHER PROPERTIES IN PR:

Bank or cooperative accounts. *

Is the bank(s) or credit union(s) in PR? *

Estimated total balance(s) in account(s). *

Motor vehicles. *

Estimated value of motor vehicle(s). *

List any other properties (choose all that apply). *

Assets from other inheritances
Bonds or shares
Safety box(es)
Corporation(s)
Life insurance(s)
Company(ies)
Other(s)
I don't know.
NONE

Please clarify. *

Estimated total other property(ies). *

ADDITIONAL INFORMATION:

Is there a lawyer working on the inheritance? *

Yes
No
I don't know.

Please clarify. *

Do you have any other legal services estimates? *

Yes
No

How old are you? *

What is your profession? *

What language of communication do you prefer? *

How did you find our site? *

Please indicate name. *

Comments:

CERTIFICATION: I declare that the information on this form is complete and true to the best of my knowledge: *

Yes

Attach document(s): e.g., deed (*very important*), CRIM sheet: *

Upload document(s):

Click or drag files to this area to upload them. You can upload up to 4 files.

Each document must be legible, in PDF format and in a single file. E.g., if it is a deed and it has 10 pages, do not send 10 separate files, just 1 (also, include the cover page and back of the last page to check for any official annotations). Use a scanner or similar application on your cell phone, such as "CamScanner". Alternatively, you can go to a store such as Office Max, Staples or Mailboxes and request a scanning service.

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If there is any problem with this page, please contact us at this link via WhatsApp or, if it is during regular hours (M-F 9am-4pm, PR time), call/text us at the same phone number: 1-787-344-6059

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The information provided herein is for general guidance only and does not constitute an attorney-client relationship.

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