PR Probate Forms
Show Table of ContentsThere are a number of state-specific forms you may need when going through the probate process.
General Forms
In Puerto Rico, the regional Tribunal de Primera Instancia handles wills and estate matters.
You can check with your local court for the forms they might prefer, and below you will find some of the more common PR forms:
- Notification of Will - Certify the existence of a will
- Notification of Death - Notify the Treasure Department of the death
- Estate Tax Return - For non-residents, or US citizens
- Estate Tax Return - For residents
- Estate Inventory - Consider attaching EstateExec Inventory Report
- Estate Accounting - Consider using EstateExec Accounting Report
If the court will not provide required forms, it is recommended that you work with an attorney.
Note that in Puerto Rico, an executor is by default required to complete the estate settlement within 1 year, unless there is litigation. The executor can extend this deadline by 1 year, and the heirs can extend it further by unanimous consent. See Puerto Rico Civil Code §§ 1752 - 1754.
Small Estates
Small estates sometimes need only 1 specialized form or affidavit: see Small PR Estates.
Additional Information
See also Overall Probate Process in PR.
In case you're interested, probate forms for other states can be found here: