Move to Mexico Checklist

✅ Step-by-Step Relocation Checklist
Move to San Miguel de Allende, Made Easy

Whether you’re planning retirement, a sabbatical, or a fresh start, this practical guide walks you through everything you need to relocate to San Miguel de Allende smoothly—with trusted help at every step from MexicoNewcomers.com.

🏡 Phase 1: Pre-Move Planning (3–6 Months Before Moving)
☐ Research Life in San Miguel de Allende
• Compare neighborhoods, climate, lifestyle, and expat communities.
• Use our city comparison guides and member insights.

☐ Schedule a Free Consultation
• Meet with our concierge team to map your personal relocation path.
• Discuss visas, housing, and special concerns (e.g., pets, medical needs).

☐ Choose Your Visa Path
• Tourist, Temporary Resident, or Permanent Resident
• Connect with licensed immigration experts through MexicoNewcomers.com.

☐ Start Downsizing & Preparing Documents
• Scan and organize important records (passport, birth certificate, medical).
• Use our document prep checklist to stay organized.

✈️ Phase 2: Before You Arrive (1–2 Months Before)
☐ Apply for Your Visa (If Needed)
• Begin the consulate appointment process.
• Use our Visa Concierge Service to handle paperwork and prep.

☐ Plan a Relocation Visit or Scouting Trip
• Book a “Move to Mexico Tour” through MexicoNewcomers.com.
• Get insider access to homes, neighborhoods, and services.

☐ Book Temporary Housing in San Miguel
• Secure short-term lodging through our recommended hosts.

☐ Arrange Pet Travel (If Applicable)
• Use our pet relocation checklist and vet recommendations.

🚚 Phase 3: The Move
☐ Book a Moving Company or Storage Service
• Use vetted international or cross-border movers from our provider network.

☐ Notify Banks, Insurance, and Subscriptions
• Change your address and update billing info.
• Consider setting up a Mexican bank account.

☐ Pack Essentials & Prepare for Arrival
• Print your visa documents, rental contract (if any), and Mexico contact info.
• Pack a “first week bag” with essentials for your landing period.

🏠 Phase 4: Arrival & Setup in San Miguel
☐ Immigration Appointment & Residency Card
• Attend your INM appointment with assistance from our immigration team.

☐ Find Long-Term Housing
• Work with our trusted agents for rentals or real estate buying.
• Use SanMiguelMLS.com for property listings and insider access.

☐ Set Up Utilities & Internet
• We handle the red tape—just tell us what you need.

☐ Get a Local SIM Card & Transportation
• We help you set up reliable phone service and buy/rent a car or scooter.

☐ Meet with a Private Health Insurance Advisor
• Compare coverage options tailored to expats and retirees.

🌟 Phase 5: Settling In
☐ Open a Mexican Bank Account (Optional)
• Let our local guide walk you through requirements and recommendations.

☐ Hire Domestic Help or Care Providers
• Use MaidInMexico.com or San Miguel Home Care referrals.

☐ Learn the Basics of Life in Mexico
• Join one of our cultural orientation sessions.
• Download our Mexico Survival Spanish Guide.

☐ Join the Community
• Attend our newcomer meetups and events.
• Get connected with real expats and trusted locals.

🛡 Bonus: Stay Legal & Safe
☐ Draft a Mexican Will or Power of Attorney
• Our legal advisors offer low-cost expat-friendly services.

☐ Register with Your Consulate
• Smart for emergencies and voter registration.

☐ Secure Trusted Ongoing Services
• Legal, medical, dental, insurance, and household support—all through our vetted provider network.

🟢 Ready to start your move?
Visit MexicoNewcomers.com to schedule a call or download your personalized relocation guide.

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