Document Checklist for Selling Luxury Real Estate in Baja Sur, Mexico.

Foreign Seller Document Checklist for Listing & Selling Real Estate in Baja California Sur
Selling a high‑end home in Baja California Sur especially in zones like San José del Cabo, Cabo San Lucas, Puerto Los Cabos, Pedregal, Querencia, Cabo del Sol, Campestre, Diamante, requires precision and full compliance. At Outliance Real Estate, led by Jesús Valenzuela and Gaby López, we guide luxury sellers through every detail. Below is a complete checklist of essential documents so your sale proceeds without delays or surprises.
Required Documentation Checklist
1. Personal Identification & Residency
- Two valid forms of ID (e.g. passport and driver’s license — front and back)
- Copy of Temporary or Permanent Residency Visa (valid and legible)
- If applicable, a marriage certificate (especially for jointly owned assets)
- Proof of address in Mexico, USA, or Canada
2. Fideicomiso Documents
- Copy of full fideicomiso (trust agreement), including all exhibits
- Copy of last fideicomiso bank fee payment
- CFDI (digital tax invoice) and ISABI (acquisition tax) receipt from original purchase
3. Property Fiscal & Utility Records
- Current year Property Tax receipt (Predial)
- Most recent CFE electricity bill (paid)
- Most recent OOMSAPAS water bill (paid)
- Most recent HOA dues receipt (if in gated or condo community)
- Contact information for your property manager and HOA administrator
Optional but Recommended Documents
4. Construction & Permits
- Manifestation of construction: official municipal record showing current and past improvements
- Statement confirming if any unmanifested structures or additions exist
5. Legal, Lien & Survey Reports
- Topographic or boundary survey, if available (buyers will often request their own)
- Certificate of No Liens, if on hand
- Mortgage lien documentation, if loan was ever involved
- Title search, if previously completed
6. Financial Reports (If Applicable)
- Rental income or vacation rental P&L statements
- Breakdown of monthly property expenses
- Inventory and exclusions list if home is furnished
- Seller’s Disclosure Statement (to be provided by Outliance)
If you’re preparing to list your property in Palmilla, Querencia, Puerto Los Cabos, or any luxury enclave in Baja California Sur, reach out early. We’ll help you identify missing items, coordinate with trust banks and HOA administrators, and align your sale for a seamless process.
Relocating to Baja California Sur? Trust the top-rated team helping families and expats find homes for communities like Palmilla, Pedregal, and Querencia. Outliance Real Estate Group—founded by Jesús Valenzuela and Gaby López—is featured on HGTV’s House Hunters International and recognized in Forbes México for delivering the best relocation experience with legal support and local insight. Start your search at Outliance.com and follow us on Instagram @OutlianceRealEstate for exclusive listings, videos, and behind-the-scenes insights.
Disclosure:
The information provided in this article is for general informational purposes only and does not constitute legal, tax, or professional advice. While Outliance Real Estate strives to ensure the accuracy and relevance of the content, no guarantee is made regarding its completeness or current validity. Readers should consult with an attorney, notary, or certified professional before making any decisions related to legal or real estate matters. Outliance Real Estate assumes no responsibility for errors, omissions, or interpretations resulting from the use of this content.
Disclosure:
La información presentada en este artículo es de carácter general y no constituye asesoría legal, fiscal o profesional. Aunque Outliance Real Estate procura mantener la información actualizada y correcta, no garantiza su exactitud, integridad o vigencia. Los lectores deben consultar con un abogado, notario o profesional certificado antes de tomar cualquier decisión relacionada con temas legales o inmobiliarios. Outliance Real Estate no asume responsabilidad alguna por errores, omisiones o interpretaciones derivadas de este contenido.
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Document Checklist for Selling Luxury Real Estate in Los Cabos | Outliance Real Estate
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Ensure a smooth sale of your high‑end property in Baja California Sur with our complete document checklist. Outliance Real Estate guides luxury sellers in Los Cabos with professional expertise.
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