Your yearly ownership calendar
Put the recurring dates in one calendar: predial (early in the year), the annual trust fee (on your trust's anniversary), ZOFEMAT duties if you hold a concession, HOA fees, insurance renewal before hurricane season (June–November), and home-country foreign-asset reporting.
Why it matters
Late trust fees and predial bring penalties and can block a sale or a permit.
Who helps
You can keep this calendar yourself, and the app's Deadlines screen can remind you. A property manager or accountant can track the dates for you.
What to do: Put your yearly ownership dates in one calendar.
Documents
- Trust deed (anniversary date and fee terms)
- Insurance policy
Costs Estimate
- Total of predial, trust fee, HOA, insurance and any ZOFEMAT duties (estimate).
Estimates only. Get written quotes.
Common mistakes
- Trust-fee invoices going to an old email address.
Say it in Spanish
- ¿Cuándo vence la anualidad del fideicomiso?
When is the annual trust fee due?
Terms
Confirm the details for your case with your notario or attorney.