Legal Question in Wills and Trusts in Puerto Rico
Don't you have the right to choose whom to have in your will?
My grandparents live in Puerto Rico and they are in the process of putting together their will. They had two children one of which had massed away several years ago(my father)In their will, they want to leave everything to me and my aunt has approved, but the lawyer said that it is not allowed and that they HAD to include the names of my fathers other children in their will. None of us could understand that they are being forced to changed their wishes. The lawyer also stated that that was only for the property they owned (a House) not any monies they may have saved.
My grandparent are very disappointed with this out come and asked me to verify the law in Puerto Rico.
2 Answers from Attorneys
Re: Don't you have the right to choose whom to have in your will?
It is usually that facts make the law, and not the other way around.
It seems that the attorney is correct. If your grandparents are in Puerto Rico, and their estate is distributed in PR then all of their assets, not just the real estate, will have to be divided, at least in what has been dubbed as the strict legitimate (legitima estricta) portion, amongst the two surviving children, or their children, which in this case would mean you and your aunt, provided that your father had no additional children.
The operation of the law is far too complex to summarize here, and inasmuch as his responsibility as a notary public goes, the attorney drafting the will must include the name of all surviving and known heirs in the will or risk having it annulled.
Re: Don't you have the right to choose whom to have in your will?
I do not know the technical rules of Puerto Rican estate law, as to whther or not a Will controls or overrides their intestacy laws, or whether or not someone may be disinherited. This should be checked with a local attorney, and also the question of whether a person may disclaim their interest in the estate, if named in a PR Will.