Portugal D7 + DNV Visa Kit

You have already decided on Portugal. What you need now is the right path picked, the exact documents in the exact order, and timelines that match reality instead of the brochure. This kit walks you from "I'm thinking about Portugal" to "I have my AIMA card," updated for 2026, post-SEF, post-NHR.

What is in the drawer

A working Notion workspace plus printable companions, built around the two visa paths that actually apply: the D7 passive-income route and the D8 Digital Nomad Visa.

Digital Workspaces (Notion)

• D7 vs D8 decision rubric with 3 sample personas (US W-2 remote, UK retiree, Canadian 1099)
• Apostille tracker, pre-seeded with the most-missed rule (US: state of issuance, not state of residence)
• 5-phase timeline: 12 months, 6 months, 3 months, 30 days, arrival
• Post-arrival paperwork sequence: NIF, bank, NISS, SNS, AIMA
• Cost tracker with realistic 2026 estimates, every number link-sourced
• Portuguese glossary, 16 terms pre-seeded

Print & Editable Files

• IFICI / NHR successor briefing, link-out only and dated
• A fillable companion you can print or edit as you work the sequence

AI Scaffolding

• AI body-double helper: 5 prompts (income letter, contract translation, AIMA email, D7/D8 critique, appointment scheduler), each with Claude, ChatGPT, Gemini and Perplexity buttons
• AI Access Checklist with a 4-state permission model and 10 Portugal-specific categories pre-seeded

Guidance & Support

• Welcome PDF from Wren, written like a person, for your first 24 hours
• Step-by-step quickstart (4 to 6 minutes)
• 30-Day Wren Email Support
• Lifetime Updates, pushed when AIMA or Finanças changes the rules

Why this drawer exists

The Portugal move is bureaucratically heavy. The work is not hard, it is just easy to do in the wrong order or with stale information. So the kit is built to take the load off your head.

• Date-stamped. Every volatile number (income thresholds, fees, AIMA wait times) links straight to AIMA.gov.pt or portaldasfinancas.gov.pt instead of sitting stale in the text.
• One decision first. The D7 vs D8 rubric forces the choice upfront, so you do not file the wrong path and get rejected.
• D8 is covered. Most kits still skip the Digital Nomad Visa launched in October 2022.
• Origin paths built in. Apostille routing depends on where your documents were issued, so US, UK and Canada routes are separate.
• Honest timelines. 4 to 8 months realistic, not the 90-day version.
• Sequenced, not dumped. Post-arrival steps run NIF then bank then NISS then SNS then AIMA card, one thing at a time.

What this is not

• This is not immigration advice and it is not a substitute for an immigration lawyer. It is an organizational workflow tool. For any non-standard case (criminal record, custody disputes, dual nationality complications), engage a licensed Portuguese advogado registered with the Ordem dos Advogados.
• It does not guarantee an outcome. AIMA, the Portuguese consulate and the Portuguese tax authority are the only authorities on your case. Nothing here promises approval or a timeline.
• It is not a SEF kit. SEF was dissolved in October 2023, and every reference is current AIMA.
• It is not tax advice. The kit briefs and links; it does not advise. Engage a Portuguese contabilista certificado for your situation. US persons living abroad keep ongoing US tax obligations.

Resources I would hand a friend at the kitchen table

(No affiliate links)

• AIMA, Portugal's immigration agency (replaced SEF in 2023): https://aima.gov.pt/ - the canonical source for D7 and D8 categories, renewals and appointments
• Portuguese Tax Authority (Autoridade Tributaria - Financas): https://www.portaldasfinancas.gov.pt/ - NIF acquisition and the current income thresholds
• Portuguese Social Security (Seguranca Social): https://www.seg-social.pt/ - NISS registration and freelancer contributions
• Servico Nacional de Saude (SNS): https://www.sns.gov.pt/ - healthcare enrollment for residents
• Hague Apostille Convention member list: https://www.hcch.net/en/instruments/conventions/status-table/?cid=41 - confirms which countries' apostilles Portugal accepts

The Fine Print

• Refunds: 30 days, no questions. Simply reply to your purchase email with the word "refund" or email wren@templatedrawer.com, and I will process it within 24 hours.
• Disclaimer: Template Drawer products are organizational workflow tools. They do not constitute legal, medical, or financial advice. Use alongside certified professionals. SIA Cyber Unicorn 40203002129.