Yearly check-up of your property file

Once a year, check that predial, water, trust fee, HOA and insurance are paid, beneficiaries are current, and copies of key papers are in the app’s Documents and with your heirs.

Why it matters

Small lapses add up. A clean file makes selling or inheriting easy.

Who helps

You can do this yourself. A property manager or your attorney can do it for you while you're abroad.

Documents

• This year's receipts
• Trust deed and beneficiary designation

Costs Estimate

• Optional attorney review.

Estimates only. Get written quotes.

Common mistakes

• Heirs who don't know the trust exists.

Say it in Spanish

• ¿Me puede dar una constancia de que estoy al corriente?
  Could you give me a statement that I'm up to date?

Confirm the details for your case with your notario or attorney.