Prepare before the appointment
Ask for the draft deed in advance and compare the names, property description, price, prior payments and agreed conditions with your purchase file. Tell the notary early if you need language assistance or someone will act under a power of attorney. Confirm the identification and original documents to bring. Send substantive questions ahead so that missing information can be requested before everyone arrives to sign.
Understand the deed as it is explained
The notary’s role includes explaining the legal document and performing the checks required for the transaction. Use the appointment to ask about any statement you do not understand, including charges, occupancy and payment arrangements. Do not assume the deed is identical to a previous draft. If an important fact has changed or a statement is inaccurate, raise it before signing and ask how the issue will be addressed.
Coordinate the payment and handover
Confirm the agreed payment method and payees with the bank and advisers in advance. Bring the evidence requested for prior payments and the origin of funds. If a mortgage is being discharged, ensure the agreed cancellation arrangements are reflected and followed. Organise keys, access cards, alarm details, meter readings and the inventory separately so practical handover is not overlooked in the paperwork. Check that all keys promised in the inventory are physically available at the handover.
- Arrange a final visit when practical to confirm the agreed condition.
- Record any outstanding handover item in writing.
Leave with the next steps assigned
Before leaving, establish who handles tax filings and registration and how you will receive the final documents. Ask what copy is available immediately and what follows later. Keep proof of payments and contact details for outstanding matters. Signing is an important milestone, but the administrative file still needs to be closed; follow up until the agreed filings, invoices, copies and registration information have been delivered.
Sources & further reading
Notariado — What the notary does ↗Notariado — Buying a home ↗Editorial preview: professional legal review is pending. This guide provides general information and does not determine the legal position of a particular property.
Have a property in mind?
Start by organising its documents and the questions still to resolve.