BajaNomad

Wills

elizabeth - 8-30-2016 at 03:10 PM

Have any of you had a will prepared in Baja? I've read in one place that a lawyer prepares it, and in another, that you need a notario to prepare it. Would also appreciate a Loreto referral if possible. Friends and I who want to do this are permanent residents and hold fideicomisos. Any help would be appreciated.

Howard - 8-30-2016 at 03:47 PM

Elizabeth, check your U2U

bajabuddha - 8-30-2016 at 03:49 PM

From what I understand if you have an American will it must be translated into Spanish and notarized also.

bajaguy - 8-30-2016 at 03:50 PM

Yes, prepared in Baja. A Notario does it, then files it with the state government, gives you a copy with about 15 different stamps and seals.

You should make notes of what you want to include in your will and take them with you to your first visit.

We were lucky. Our neighbor is an attorney, helped us out and personally knew the Notario. Whole process took about 4 hours from start to completed document .

Can't remember what documents (Passport, proof of residency status) we needed, but I'm sure the Notario will tell you

bajaguy - 8-30-2016 at 03:52 PM

Nope, but I'm sure it may depend on the Notario. We brought our US wills and trust documents so he had an idea what we wanted, but told us US documents we not valid in Mexico
Quote: Originally posted by bajabuddha  
From what I understand if you have an American will it must be translated into Spanish and notarized also.

bajabuddha - 8-30-2016 at 04:15 PM

Quote: Originally posted by bajaguy  
Nope, but I'm sure it may depend on the Notario. We brought our US wills and trust documents so he had an idea what we wanted, but told us US documents we not valid in Mexico

Quote: Originally posted by bajabuddha  
From what I understand if you have an American will it must be translated into Spanish and notarized also.

Then I think you misunderstood; it must be translated into a Mexican will (verbatim if you choose) and notarized, just like a U.S. will is done in the States, making it a Mexican Will, que no?

Terry28 - 8-30-2016 at 05:07 PM

Anybody ever heard of Mexican will forms?? Where you fill in the blanks?

bajaguy - 8-30-2016 at 05:16 PM

I think each Notario has his/her own forms
Quote: Originally posted by Terry28  
Anybody ever heard of Mexican will forms?? Where you fill in the blanks?

shari - 8-30-2016 at 05:18 PM

and September is Will Month in baja sur anyway where they are half price! Make sure you bring all your property titles too.

bajaguy - 8-30-2016 at 05:20 PM

Same in the north
Quote: Originally posted by shari  
and September is Will Month in baja sur anyway where they are half price! Make sure you bring all your property titles too.

durrelllrobert - 8-31-2016 at 03:03 PM

Quote: Originally posted by bajaguy  
Same in the north


Quote: Originally posted by shari  
and September is Will Month in baja sur anyway where they are half price! Make sure you bring all your property titles too.


email in my in box: "Just a note to anyone who wants to know that their property in Mexico goes to the right party when one is deceased, it is important to have a Mexican will.
During the months of September and October, a will and registration of that will is a quite a discount. 50% off for the will and 100% off for registration.
My husband and I just had our wills done and it cost $1600 pesos each to be assured that all of our property here in Mexico will go to the person we want it to go to.
It was really very easy to accomplish.
If you want more information, let me know, or contact Alicia Johnson. "

Pescador - 9-1-2016 at 01:47 PM

If you will send me you email by U2U I will forward you a document about will and dying in Mexico. It is chocked full of info and comes on a pdf file.

elizabeth - 9-2-2016 at 07:05 AM

Done...thank you.