Hello.
Paperwork can sometimes be pretty frustrating in Costa Rica. We laugh it all and say, Pura Vida.
I do not know exactly what you are exactly asking. Is there a specific document you need?
Stratso Fiduciaria (and most escrow companies in Costa Rica) are legally required to comply with anti-money laundering (AML) regulations. To open the escrow account, they need to verify the source of funds. For retirees or expats, this usually means showing you have legal, traceable income—like retirement funds or investments.
This reminds me of when I got my mortgage in Costa Rica, however it was 12 years ago. I had to get a certified document from an accountant to show the funds and income I received in the USA in order to verify my income, like it seems you are verifying your funds to buy a house. Is that correct?
And sometimes these need to be notarized or apostilled—sometimes they do, confirm with Stratso if they need it.
I just asked my accountant (Micheal at https://www.livingabroadtaxes.com/) if he does these types of things. I will message below if he does (once he repsonds to my question).
