Advance Health Care Planning Mexico, Aging in Place Mexico, Emergency Medicine Mexico, End-of-Life Planning Mexico, Expats Mexico, Mexico Senior Living, Moving to Mexico

The Solidarity Prescription: How Expats Navigate Healthcare and Emergencies in Southern Sonora, Mexico

First, a little background. Where is Sonora and what is it like to live in a cowboy culture?

The people of Sonora, known as Sonorenses, possess a unique spirit. It’s a blend of indigenous (Mayo, Yaqui, and Pima) customs and Spanish heritage plus a strong work ethic.

For centuries, Sonora has offered an agricultural, fishing, and/or rural ranching (vaquero) lifestyle. By virtue of its border with Arizona (and a small section of New Mexico), Sonorans have a close connection to the American Southwest. Most of all, they have a deep relationship with the land and sea.

There is a relaxed, informal atmosphere in Sonora – a directness and pride of culture and cuisine – especially the importance placed on the mesquite grill, serving carne asada that has brought families and friends together over open campfires for hundreds of years.

Hermosillo Airport shops boast refrigerated cases of world-class beef (placed in cardboard carry boxes when sold), bottles of bacanora (the region’s protected agave spirit), and “coyotas”, Hermosillo cookies filled with brown sugar, caramel, guava, nutella, quince, or chocolate. (Coyotas are female coyotes or a term referencing a mestiza woman of mixed Spanish and indigenous heritage).

At the Hermosillo airport warmth was evident, and not just with the weather. (Think Arizona). A sweet family ensured I found my Uber; and my Booking.com hosts went out of their way to make my stay meaningful from the moment of my arrival until my departure for Guaymas.

Many towns in southern Sonora feel like undiscovered gems – from the charming colonial pueblo magico Alamos (I love Alamos) to the beaches of Guaymas and San Carlos. These are relatively peaceful destinations off the beaten path, authentic, not overrun with tourists. Below is a photo of the quiet San Carlos harbor:

Preparing for the Unexpected in Sonora, Mexico (or anywhere else)

As a solo traveler, I leave home WITH travel insurance. Before departure, I search for the best doctors with the least invasive procedures for hip fractures ahead of time. With insurance, my prayer is nothing will happen. However, insurance is only a part of the story for those of us without Mexican nationality as it relates to healthcare and end-of-this-life.

Each state and some cities in Mexico—much like in the U.S. or Italy—has its specific laws and traditions regarding healthcare, medical directives, and the disposition of remains. For best outcomes, it is important to know what those laws and traditions are, and to be prepared in case anything happens.

As I share in presentations about Mexican Advance Health Care Directives, Preparing for Emergencies, and Palliative Care and/or End of Life, Mexico is not Canada or the U.S.

In short, Mexican law is civil law, not common law. Families and blood relations rule. Customs and traditions are different. Attitudes and expectations are generally not the same either. The healthcare system has its own idiosyncrasies.

On this trip (my third to Sonora), my goal was to understand the reality of medical emergencies for expats living in the southern part of the state. Much has changed since before the pandemic. I am pleased to report, as with other communities in Mexico, healthcare access has continually improved for expats as well as local Mexicans.

Lessons from the Field

I spent my time connecting with people dedicated to creating community support. My “healthcare dive” included meetings with…

The Expat Community of Guaymas/San Carlos:

Thanks to the invitation of death educator and death doula Marta Macbeth, and the seminar we produced – “Navigating End-of-Life in Mexico: Advance Directives and Palliative Care” – at Club Deportivo in the coastal fishing village of San Carlos, I received a better understanding of needs and healthcare through expats and locals we met up with.

There are around 3,000 foreigners in the area during high season, many from neighboring Arizona and New Mexico. Some come from as far as Canada or Minnesota.

Long-term residents and retired Canadian and U.S. healthcare providers came to the gathering. To my surprise, over 100 folks turned out in the heat and humidity for an interactive exchange about preparing Mexican healthcare directives and what palliative care is available in southern Sonora. No one left! We followed with a mini-Death Café to share thoughts about mortality.

Below are photos of those who braved the heat. Our thanks to them.

During the gathering six expat residents shared their healthcare stories about the realities of Aging in Place with illness, going to a hospital, accompanying a loved one who was dying in San Carlos to a hospital in Hermosillo. Even though situations were emotionally or strategically challenging, they were learning experiences.

The outcomes were for the most part positive, as best they could be, including the story of a solo ager who died in San Carlos and left behind funds and instructions for his friends to celebrate his departure. Thank you Barbara Oliver for sharing the touching celebration story of your friend and for providing the space at Club Deportivo.

First Responders: Melissa “Moosey” Nicoletti, an energetic American volunteer coordinator for the local ambulance and rescue service Rescate, shared several meaningful stories, cautionary tales included, at the gathering. We had the opportunity to meet up with her afterward.

What is Rescate? 

Rescate (Rescue in Spanish) was established in 1980. It is a Mexican non-profit and a registered Arizona non-profit 501(c)(3) for tax deductions in the U.S.

Rescate has two ambulances, an infirmary with three equipped first aid treatment rooms, and a large building which houses the Rescate Treasures Thrift Store – a friendly community meeting place for those who live in San Carlos or Guaymas. One day a week they feature food and artisan vendors on the back patio of the thrift store.

On the website at the link below, if you are interested, you will find the well-written Health Tips page with advice not only for southern Sonora but applicable to other parts of Mexico. The only item missing for me was what to do when bitten by scorpions, something I am obsessed about as friends in Jalisco have been bitten. (I travel with diatomaceous earth and place it at doorways as a deterrent).

Melissa shared Rescate will expand the death and dying portion of its website soon.

The photo below is of death doula and educator Marta Macbeth outside the Rescate Treasures Thrift Store. The poster to the left is the poster for our event which is also in another photo below more distinctly.

Death Doula, Death Educator Marta Macbeth

An Official Liaison in San Carlos/Guaymas:  Marta introduced me and the attendees to another energetic wonder, Cindy Denzer, the CLV (Citizen Liaison Volunteer) who liaises for the U.S. Consulate in Hermosillo. Other than being the “eyes and ears” for the consulate about daily life in the area, she assists travelers in distress and proactively addresses healthcare emergencies such as meeting expats (often solo agers) at hospitals, or helping families and other loved ones arrange for after death. In a somewhat rural area like Guaymas/San Carlos Cindy’s support is both needed and appreciated.

Physicians and Hospitals, a boots-on-the-ground view of local options: Other than the Rescate infirmary and a few local physicians there is the beautiful new level three (highest level) Hospital San Jose.  According to locals, the opening of Hospital San Jose is welcome, no more hour-long ambulance rides to Hermosillo. And, they stock anti-venom for scorpion stings. I asked. Here at the Sea of Cortez, however, jelly fish stings seem to be more common.

The photo below is of Dr. Juan Jimenez, the Medical Coordinator, Administrator Guadalupe Miranda Castellanos, and Dr. Amador, the Medical Director. That warmth is authentic! Marta and I spent an hour with them and we thank them again for their hospitality.

The photos below show the beautiful energy of light throughout the hospital. There are more photos on the hospital’s website https://grupomedicosanjose.com/guaymas/ .

Senior Care: There are a handful of assisted living residences in Hermosillo; the residents are Mexican or Mexican-American. In Guaymas there is a small residence struggling to survive. There is a rumor that the second floor of Hospital San Jose in Guaymas may become an assisted living residence. The hospital administrator and medical director confirmed that the concept is under discussion. They would be fulfilling a community need.

With Alejandra, my host in Hermosillo, I toured Asilo Juan Pablo II, a modest Mexican residence for men and for women. Below are some photos taken with permission.

Asilo Juan Pablo II interior courtyard

WhatsApp “After Incident Support Group

San Carlos has an Aftercare group. Everyone in the circle is aware of  needs of persons who are healing at home or in a hospital setting. At my base in Lake Chapala, Mexico, faith communities offer healthcare outreach and pastoral care, also on What’s App. I’ve been a part of two groups at the lake and I find being in these groups is a remarkable way to learn what is going on in real time.

What I Learned

The healthcare scene in southern Sonora is a patchwork of local kindness and professional resources. While the “informal” nature of the culture is charming, a medical emergency requires a formal plan if you are not Mexican. If you are Mexican, you likely have at least 20-30 family members who will know what to do. Whether it’s preparing medical directives that comply with Sonoran law or understanding how private insurance works (if you are over a certain age, you may not be eligible for Mexican private insurance), preparation is the key to enjoying the relaxed Sonoran lifestyle safely.

As in many communities of Mexico where expats congregate, southern Sonora has stitched together an energetic, experienced volunteer safety network. Each person brings compassion, rescue skills, and support for healing.

Thank you Marta Macbeth for inviting me to San Carlos and sharing with me life in your community. You created beautiful memories.

Note: I plan to write about palliative care and end of life in southern Sonora in another blog. Stay tuned.

Wendy Jane Carrel, MA, is a trusted senior care advocate and consultant with over 25 years of hands-on experience navigating cross-border healthcare systems. A specialist on Aging-in-Place and international retirement transitions, Wendy continues to conduct extensive due diligence for senior housing, long-term care, and palliative care across California, Mexico, Ecuador, Italy, and other destinations.

© Wendy Jane Carrel  2026

Resources:

https://www.facebook.com/groups/342713867152231/posts/496539638436319/  Facebook group chat about quality of tomahawk steaks from Sonora, MX

Advance Health Care Planning Mexico, Death in Mexico, Dying in Mexico, End of Life Doulas Mexico, Palliative Care Mexico

Navigating End-of-Life in Sonora, Mexico: Advance Directives and Palliative Care for Expats

In a few days I am heading to Hermosillo, Sonora to meet with the principals of a new palliative care residence, review some assisted living/long-term care homes, and join a colleague in San Carlos (two hours south near Guaymas) for a vital conversation on navigating the unexpected in Mexico. 

We’ll be diving into the ‘why’ and ‘how’ of preparing for healthcare emergencies and end-of-life care in Mexico –  a journey that requires understanding different laws, cultural nuances, and a healthcare system that can feel complex when you’re far from home.

I will also share stories and focus on the importance of advance care documents plus building a support system if you are an expat. Together with Marta we will discuss the palliative care options currently available in the Guaymas-San Carlos-Hermosillo area.

Below the poster is a link to my blog, based on 11 years of hands-on experience, about Dying in Mexico and how to prepare.

Blog link:

Wendy Jane Carrel, MA, is a trusted older adult advocate and consultant who has hands-on experience with healthcare systems, senior care residences, and end-of-life care in Mexico, Ecuador, and other nations. She acts as a healthcare liaison providing informed, thoughtful guidance and curated, compatible care options for individuals, and for families and their loved ones. She is a speaker and published author on subjects related to senior well-being and a trauma-informed end-of-life doula. Wendy’s web site is http://www.WellnessShepherd.com.

Advance Health Care Planning Mexico, Death in Mexico, Dying in Mexico, Health & Wellness Mexico, La ley de voluntad anticipada Mexico

Why Creating an Advance Health Care Directive in Mexico (and Latin America) Makes Sense If You Are an Expat

If you live in Mexico or Latin America, have you created a plan for what to do in case of an accident, natural disaster, or healthcare emergency? 

Who is going to show up for you?! What if you are no longer able to speak and make decisions for yourself?

If you wish to save your family and other loved ones considerable grief and time, it is important to understand what is involved when a foreigner becomes ill or dies in Mexico or other Latin American nation.

Last month I had the pleasure of joining patient advocate and educator colleague Deborah Bickel of Be Well San Miguel to share with expats why it is wise to create a Mexican declaracion jurada (living will) and/or voluntad anticipada (advance healthcare directive). The voluntad anticipada is incorporated into the declaracion jurada in many sates. My role in the meeting was to give an overview of palliative care and hospice and how to find end-of-life support in Mexico.

We have each invested 14 years or more sharing with expats (Deborah in Mexico, Guatemala, and Nicaragua – me in Mexico and Ecuador) why planning is important no matter your age but especially if you are 55+.

Short list of reasons:

Mexican law is civil law

British, Canadian, and U.S. law is common law.

There are major differences.

If you arrive with an Advance Healthcare Directive or Five Wishes or other document legal in your native country, it will not be legal in Latin America unless you get lucky. In Mexico, you must create a declaracion jurada and/or voluntad anticipada if you want your wishes to be honored. Some attorneys and notaries will incorporate your home country wishes for you. These documents must be created BEFORE any accident, illness, or demise. As of this date only 14 of Mexico’s 32 states offer a voluntad anticipada. The purpose of the voluntad, sometimes referred to as a directriz, is to avoid legal, medical, and bioethical problems that could complicate the situation for you the patient or your family.

Mexico is a country with predominantly Catholic traditions. These traditions influence choices. If you are Catholic, the system may seem familiar, such as burial over cremation. If you had chosen to live in Buddhist or Hindu Asia, cremation would be a relatively easy matter involving fewer steps as cremation is common practice. Or, you could have opted for a Tibetan sky burial. If you wish to be cremated, you will need a notarized document stating this wish.

Latin Americans have large family systems. If something happens to you as a Latin American, a family member will show up and know what to do.  Most expats live in Latin America alone or as a couple, sometimes with children.

The Mexican culture, language, and way of thinking are unique. Most of all, procedures may be unfamiliar and complex. Attitudes and response to accidents, illness, and death are different.

Non-Spanish speaking expats often need bilingual advocates to negotiate the system. At least three people are recommended to advocate for your wishes, and/or serve as your healthcare proxies. If one is not available, perhaps another will be.

April 16 is National Healthcare Decisions Day in the U.S. If you do not yet have a plan, every day is a good day to work on one no matter where you are.

Aileen Gerhardt, a fellow patient advocate and educator in Boston writes “decide, document, designate, and discuss!!”  Good advice.

Deborah’s extensive advance healthcare directive service for Guanajuato state Mexico may be found at https://bewellsanmiguel.com/medical-directives/ :

Wendy Jane Carrel, MA, is a Spanish-speaking senior care advocate from California. She has travelled Mexico for several years researching health systems, senior care, and end-of-life care to connect Americans, Canadians, and Europeans with healing options for loved ones. She is a compassionate companion and palliative care liaison, legacy writer, co-founder of Café Mortality Ajijic/now Death Café Ajijic and founding member/speaker of the Beautiful Dying Expo (USA). She is a trauma-informed, gentle End-of-Life Doula (National End-of-Life Doula Alliance proficient), and a speaker and published author on subjects related to senior well-being. Wendy’s web site is https://www.WellnessShepherd.com

© All rights reserved.  Wendy Jane Carrel

Advance Health Care Planning Mexico, End-of-Life Planning Mexico, Ex-pats in Mexico, Health & Wellness Mexico, Retirement in Mexico, Senior Care Advocates Mexico

Why Creating an Advance Health Care Directive in Mexico (and Latin America) Makes Sense If You Are an Expat

If you live in Mexico or Latin America, have you created a plan for what to do in case of an accident, natural disaster, or healthcare emergency? 

Who is going to show up for you?! What if you are no longer able to speak and make decisions for yourself?

If you wish to save your family, other loved ones, and neighbors considerable grief and time, it is important to understand what is involved when a foreigner becomes ill or dies in Mexico or other Latin American nation.

Last month I had the pleasure of joining patient advocate and educator colleague Deborah Bickel of Be Well San Miguel to share with expats in San Miguel de Allende why it is wise to create a Mexican documentacion jurada (living will) or voluntad anticipada (advance healthcare directive). My role in the meeting was to give an overview of palliative care and hospice.

Deborah Bickel of Be Well San Miguel, Wendy Jane Carrel of Wellness Shepherd
Deborah Bickel of Be Well San Miguel, Wendy Jane Carrel of Wellness Shepherd

We have each invested 11 years or more sharing with expats (Deborah in Mexico, Guatemala, and Nicaragua – me in Mexico and Ecuador) why planning is important no matter your age but especially if you are 55+.

Short list of reasons:

Mexican law is civil law. British, Canadian, and U.S. law is common law. There are major differences.

If you arrive with an Advance Health Care Directive or Five Wishes or other document legal in your native country, it will not be legal in Latin America unless you get lucky. In Mexico, you must create a documentacion jurada and/or voluntad anticipada if you want your wishes honored. These documents must be notarized.

Notaries in Mexico are experienced attorneys appointed by the Governor of State. Some will incorporate your home country wishes for you. These documents must be created BEFORE any accident, illness, or demise. In some instances documents are created by an attorney who is not a notary and then signed in front of a notary.

Regarding the voluntad anticipada, as of this date only 14 of Mexico’s 32 states offer a voluntad anticipada. The purpose of the voluntad, sometimes referred to as a directriz, is to avoid legal, medical, and bioethical problems that could complicate the situation for you the patient or your family.

Mexico is a country with predominantly Catholic traditions. These traditions influence choices. If you are Catholic, the system may seem familiar, such as burial over cremation. If you had chosen to live in Buddhist or Hindu Asia, cremation would be a relatively easy matter involving fewer steps as cremation is common practice. Or, you could have opted for a Tibetan sky burial. If you wish to be cremated, you will need a notarized document stating this wish.

Latin Americans have large family systems. If something happens to you as a Latin American, a family member will show up and know what to do.  Most expats live in Latin America alone or as a couple, sometimes with children, often without a plan for emergency support.

The Mexican culture, language, and way of thinking are unique. Most of all, procedures may be unfamiliar and complex. Attitudes and response to accidents, illness, and death are different.

Non-Spanish speaking expats often need bilingual advocates to negotiate the system. At least three people are recommended to advocate for your wishes, and/or serve as your healthcare proxies. If one is not available when needed, perhaps another will be.

April 16 is National Healthcare Decisions Day in the U.S. and a reminder that if you do not yet have a plan, every day is a good day to work on one no matter where you live.

Aileen Gerhardt, a fellow patient advocate and educator in Boston writes “decide, document, designate, and discuss!!”  Good advice.

Deborah’s extensive medical directive service for Guanajuato state Mexico may be found at:

©  Wendy Jane Carrel, 2023

Wendy Jane Carrel, MA, is a Spanish-speaking senior care advocate from California. She has travelled Mexico for several years researching health systems, senior care, and end-of-life care to connect Americans, Canadians, and Europeans with healing options for loved ones. She is a compassionate companion and palliative care liaison, legacy writer, co-founder of Café Mortality Ajijic/now Death Café Ajijic and founding member/speaker of the Beautiful Dying Expo (USA). She is a trauma-informed, gentle End-of-Life Doula (National End-of-Life Doula Alliance proficient), and a speaker and published author on subjects related to senior well-being. Wendy’s web site is https://www.WellnessShepherd.com