Skip to content
Sejf Życia
All scenarios
Life scenario

You invest in securities or real estate, including foreign assets

Investments generate documents of legal and financial value.

Order in your documentation lets you control funds, settle taxes and secure property rights. Investments can take many forms - from real estate, through securities, to cryptocurrencies and gold - which requires careful documentation of every component of your wealth.

A woman analyses financial data on a laptop in a bright office overlooking the city.

From the expert

„Investing is not just buying assets - it is also the documentation that confirms the owner’s rights and position. In practice I see that missing contracts, powers of attorney or digital keys very often mean the investor is simply taking on additional risk."
- Paweł Blajer, attorney-at-law, PhD, estate-planning specialist

A list of documents and materials worth preparing

As originals and as digital copies.

  1. 1 Title deeds to real estate - domestic and foreign, together with confirmations that tax obligations have been met
  2. 2 Agreements for shares in companies as a passive investor
  3. 3 A brokerage account agreement in Poland and abroad
  4. 4 Death dispositions for bank and credit-union (SKOK) accounts
  5. 5 A death disposition within investment funds (TFI), IKE and IKZE
  6. 6 A registry-account agreement for treasury bonds
  7. 7 Keys and access details for cryptocurrencies and investment platforms
  8. 8 Insurance policies of an investment nature
  9. 9 Information about where physical assets are kept, such as gold or other valuables
  10. 10 A will containing dispositions concerning securities

Interested?

Explore other scenarios

A woman stands by a window in shadow, looking out in subdued light.

You fear the outbreak of war or a major disaster

A situation that can completely destroy your resources - document originals, equipment and data media.

Read more
A woman studies and works at a laptop in a home office, taking notes.

You’re developing your qualifications

Without full documentation of your qualifications, even a big investment in development may not pay off.

Read more
A man holds his hands on a pregnant woman’s belly; both sit together on a sofa.

You’re planning to grow your family

A stage that calls for documents, planning and safeguards - for parents and child.

Read more

Create your safe today!

It’s best to start with a single document from the list above. It will take you a few minutes, and your family will receive exactly what they need, exactly when they need it.

Add your first document See all scenarios