The usual filing window is based on each person’s conditional-residence anniversary, not the shared investment date.
Maintain separate case calendars
Their petitions, visa availability and residence steps may progress differently. Do not use a relative’s deadline as a substitute for the investor’s own records, or treat timely filing as automatic removal of conditions.
List project milestones and immigration steps on separate timelines rather than treating them as interchangeable, and monitor current processing times and the Visa Bulletin as relevant. Adjudication times and visa availability then govern the rest and are published by the government rather than predictable in advance, so any fixed promise about duration should be treated as a warning sign about the person making it. Maintain petition receipts, notices, visa-bulletin checks, identity records, medical-process instructions, travel history, and job-creation evidence appropriate to the case. Conditional residence means that post-admission proof matters: preserve the documents that demonstrate the capital remained as required and that jobs were created or are being created under the applicable structure. Conditional residence begins on immigrant admission or adjustment approval and starts its own I-829 clock; an executor’s final statement does not begin or complete that obligation. After the money trail is coherent, test the investment independently: the required capital must remain exposed to loss for the required period, the enterprise must create the required jobs, and residence begins conditionally only after the applicable immigrant-visa admission or adjustment.