How to Plan Your Estate in Puerto Rico, Step by Step
Inventory, will, beneficiaries, durable power of attorney and medical decisions. What to have ready so your family does not have to guess or start from scratch.
Guides · 5 articles
Estate planning
How to leave things in order: a will, lifetime gifts, trusts, life insurance and beneficiaries, and how to protect your home and family.
Life Insurance and Designated Beneficiaries in Puerto Rico
Life insurance money goes to whoever is named as beneficiary, not to whoever the will names. How to review your designations and what happens when something goes wrong.
Lifetime Gifts in Puerto Rico and How They Affect the Estate
Giving a house or money to a child during your lifetime is not taxed in Puerto Rico, but it can count against their forced share. We explain the rules and the limits.
How to Protect Your Family Home in a Puerto Rico Inheritance
The house is often the family's most important asset. What rights the spouse has, how a will helps, what the homestead protection covers and what to do about the mortgage.
Trusts in Puerto Rico for Estate Planning (Act 219-2012)
What a trust is under Act 219-2012, when it makes sense for minor children, a relative with a disability or a business, and the limits the forced share places on it.
Calculators for this topic
See all →Forced share and free portion
The half reserved for forced heirs and the part you can leave to anyone.
Who inherits without a will?
Each heir's share under the 2020 Civil Code, with community property first.
