MEXICAN WILL VALID FOR U.S assets?

All of our assets are in Mexico except for one investment account in a U.S. institution (such as Schwab or Vanguard)
We are going to the Notario soon to make some minor changes re beneficiaries and am wondering if there is any problem with having the U.S. investment account covered by the Mexican will?

Your account(s) at Vanguard already has beneficiaries designated.

David wrote:Your account(s) at Vanguard already has beneficiaries designated.

Yes, and the question applied to a situation where the beneficiaries were in the same plane wreck together, so to speak.
Maybe I should have directed my question to Vanguard.

Good plan.

Your Mexican will is not valid in the US nor is your US will valid in Mexico.

Wills can be valid and used in other countries and I have done so. It gets trickier with real estate. Some states require the filing of the will in the state probate court, other states have small probate estate laws where if you have less than 100,000US you present a copy of the will with death certificate and sworn statement to be able to access funds as next of kin.

Really. That is news to me. I was always told the big push to get a Mexican will was because your foreign will was not valid down here.

It is cleanest and best to have a will in each country to take care of property in each country. You can use a foreign will except there could be issues validating it and using it to transfer real property. Why leave it up to a judge to decide if your foreign will is valid or require additional legalization or starting litigation outside Mexico then having to use diplomatic channels to send requests and finish the process in Mexico when for about $100 dollars you can save your heirs all that grief.

Thanks for the clarification.

Well, but... If you want to find out if you can include your US assets in a Mexican will, please make an appointment with a Notary Public, he will give you all the information you may require. You have to be sure and clear of the desition you have to take. Saludos.

You should have said, "Notario" not Notary Public. They're totally different!

Notaries are notarios here in Mexico when, nothing else. They can be a he or she. Also known as fedatarios with a fiat.

Si, but a Notary in the USA is not an attorney, anyone can be a Notary in the USA. Big difference.

USA notaries cannot practice in Mexico, yes there is a difference but I was referring to Mexican notaries.