The Tesora network
Your notary, your accountant, your lawyer and your advisor. The ones you already have, the ones who already know your story. Tesora certifies them in its standard so they know what to do with your inventory when it reaches their hands.
Same as with a doctor: they can be very good and not handle the new test you happened to need. It is not a competence problem. It is a problem of nobody having taught it to them.
The guided inventory already asks you about your accountant, your lawyer, your notary and your advisor: they are part of your support network. Here we only give them a place. The guided inventory currently runs in Spanish.
Four professions, one standard and the same conditions for everyone. Here is where each of them actually stands, today.
The notary office gives public faith. Tesora does not. That line does not get crossed — and that is why what gets certified is the operation of the notary office, never the notary: public faith is granted by the State.
Certified Founding
Lic. Alfonso Montemayor Cornejo
Notary Public · Head of the office
Published with his written authorization.
The first notary office to join, and the one that agreed to be the founding office of the program. Every certification rule goes through his pen before the pilot opens.
The program grows city by city and there is no territorial exclusivity: joining first reserves no town. Until a notary office closes its certification, it does not appear here.
Already have a notary you trust? Use them. Your inventory works the same at any notary office in the country. And if you want, invite them: the program is open.
Wealth advisors and agents. The one who sits next to you to put in order what you already have, not across from you to pitch you something.
Certified Author of the standard
Daniel Cardona Sánchez
Wealth advisor
Founder of Tesora and author of the standard. Certified in it, by the same criteria asked of any advisor.
Independent insurance agent, CNSF license Y369149, A1 authorization in Personal Risk, issued by Mexico's Comisión Nacional de Seguros y Fianzas (National Insurance and Bonding Commission). More than twenty years as a business owner, in León, Guanajuato.
And no client is obligated to work with him. Here he is one certified option among others, not the funnel behind this page.
Link to his own site, outside Tesora. His license is verified with the CNSF, not with us.
If you already have an advisor, that one stays yours. They get recorded as part of your support network and, if you want, we certify them. It costs nothing, commits them to nothing and forces you to move nothing.
Everyone joins under the same standard and the same conditions. No exclusivity and no cost.
Accountants and tax specialists. They already know your numbers — and they are the first to notice when a paper is missing.
There is no accountant or tax specialist in the network yet. The day there is, they appear here with their name and their professional license. Not before.
If yours wants in, they join under the same standard and the same conditions as everyone: no cost, no exclusivity and no commission in any direction.
Tesora does not certify their professional competence: their license accredits that. It certifies that they know this tool and this protocol.
Lawyers. The guided inventory already asks about yours when it builds your support network; what was missing was giving them a place here.
There is no lawyer in the network yet. The day there is, they appear here with their name and their professional license. Not before.
Same standard, same conditions: no cost, no exclusivity and no commission in any direction.
Tesora does not give legal advice and is not going to. Your inventory, on its own, is not a legal act and does not replace your will.
What certification does is make sure your lawyer knows what they have in front of them when your file arrives: how it is built, what has been corroborated and what is still pending.
Three states, and none of them gets ahead of itself. We spell it out here so nobody has to guess what a badge means.
| Label | What it means | What it does NOT mean |
|---|---|---|
| Founding | Joined first and agreed to open the program. It is a date, not a rank. | It grants no exclusivity, no preference on this page, and no authorship over the standard. |
| Certification in progress | Going through the standard with us. Has not closed it yet. | It is not a certificate. Whoever holds it cannot say they are certified. |
| Certified | Closed the practical evaluation of the standard. Revalidated every year. Today: Notaría 107 and the founder. | It is not public faith, nor a professional accreditation, nor an endorsement by Tesora of their work. |
Two hold it today, and both wrote the standard: Notaría 107 and the founder of Tesora. Accountants and lawyers still have nobody, which is why their tab is empty instead of padded with filler names. Full status of every piece in feature status.
A real person's entry gets published only with two things: certification closed and written authorization. That is why this page has so few names.
Tell us who you work with and we explain the standard to them. No cost for you, no cost for them and no obligation to buy anything.
Before writing, you can walk through the demo with sample data and see the whole product.