Puerto Rico Small Estate Affidavit Template

Fill-in-the-Blank · State-Specific · Instant Download

What's Included

Attorney-style Puerto Rico Small Estate Affidavit (Instancia for Collection of Estate Assets). Puerto Rico does not have a common-law small estate affidavit procedure; instead, estate settlement proceeds through a notarial process governed by the Puerto Rico Civil Code and Notarial Law. The process requires: (1) determination of heirs via court declaratoria de herederos if no Puerto Rican will exists, (2) certification from ODIN (Oficina de Inspección de Notarías) confirming whether a notarized will exists, (3) tax release from the Puerto Rico Department of Treasury (Hacienda), and (4) preparation of an Instancia (sworn affidavit) before a Puerto Rico notary attorney requesting liquidation and distribution of estate assets. Under Puerto Rico law, all public documents, affidavits, and sworn statements must be drafted by and signed by a notary attorney. Includes heir determination workflow, ODIN certification requirements, Hacienda tax clearance steps, Instancia template with required declarations, asset schedule, known-creditor disclosure, and Puerto Rico notary attorney acknowledgment block. For estates with real property or contested heirship, references formal succession proceedings before the Tribunal de Primera Instancia. Instant .docx download.