You know where your property documents are kept, which accounts you have and what obligations remain outstanding.
But would someone you trust know where to find that information?
A password nobody knows. An account nobody remembers. A sentimental belonging that different relatives believe was promised to them.
These are some of the details that can leave families with questions they can no longer ask the person who knew the answers.
What should you organize during your lifetime, and what might you be overlooking?
In this episode of Café con INCANTO: Propiedades con Propósito, Mariela Arrojo De Armas and Pedro A. González Gorgas welcome attorney José García Noya for the third conversation in our four-part series on inheritance in Puerto Rico.
Together, they discuss assets, debts, supporting documents and the importance of keeping information current and letting an appropriate trusted person know where to find it. They also share personal experiences that show why these conversations matter.
Watch the Full Episode
Watch the full conversation in Spanish to hear the examples and discover which details your family might struggle to piece together.
Considering Selling an Inherited Property?
Through our Herencia sin Complicaciones program, INCANTO supports families with the preparation and sale of inherited properties, coordinating the real estate process with the legal and accounting professionals involved.
Schedule a complimentary, confidential 15-minute orientation to discuss your situation and learn how INCANTO can help you move forward:
This content is provided for general educational and informational purposes only and does not constitute legal, tax, financial or other professional advice.
