Puerto Rico · Attorney-Style Template
Puerto Rico Letter of Instruction Template
Fill-in-the-Blank · State-Specific · Instant Download
(New)
What's Included
Puerto Rico-specific fill-in-the-blank Letter of Instruction. Non-legally-binding companion document for Puerto Rico wills, trusts, and estate plans. Guides personal representative, successor trustee, and family through locating financial accounts, real property, insurance policies, vehicles, and digital assets. Includes Puerto Rico-specific notes on probate procedures and estate administration. Instant .docx download.
Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Puerto Rico attorney for advice specific to your situation.
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Microsoft Word (.docx) — fully editable
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