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How Sample Checklists Will Be Presented

A preview of the Checklists section: practical lists for each phase of the buyer journey.

6/27/2026 · 2 min read

The Checklists section is being built around the phases of a typical foreign-buyer transaction. Each checklist will be short, printable, and tied to a specific moment in the journey.

Planned checklists

  • **Before the first showing**: budget, timeline, advisor team, region preferences.
  • **Before signing the promesa**: documents to request, money path to confirm, contingencies to insist on.
  • **During due diligence**: title, lien, tax, water, HOA, permits, cadastral match.
  • **Before closing**: trust permit, notario presupuesto, escritura review, wire path.
  • **After closing**: registered deed, annual trustee fee calendar, predial calendar, beneficiary updates.

How each checklist will read

  • One page when printed.
  • Plain language, no jargon.
  • Each item phrased as a yes/no question.
  • A short "why this matters" note under each item.

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**Sample information.** This entry is illustrative content created to show how the Information Hub will read. It is not legal, tax, or financial advice. Please contact a qualified Mexican attorney for current, situation-specific guidance.