You’re an entrepreneur - you have a company or shares in companies
Running a business also carries a huge formal responsibility.
A missing document can halt operations, make it impossible to sign a key contract, or expose the company to penalties and disputes. Whether you operate as a sole trader or a shareholder in a company, the foundation of security and continuity is iron-clad order in company documents.
From the expert
„Owning a company is not only assets and shares - it is responsibility for people, for values and for the future. In practice I see that an entrepreneur who doesn’t put legal and property matters in order in advance risks everything they built becoming a trap for their loved ones rather than support."
A list of documents and materials worth preparing
As originals and as digital copies.
- 1 A CEIDG printout or KRS extract - confirming the registration data of the entrepreneur or company
- 2 Company agreements with annexes - primarily consolidated texts
- 3 Silent-partnership agreements - if concluded, together with confirmations of contributions
- 4 Powers of attorney giving others access to change data in the registers
- 5 Powers of attorney for bank accounts - allowing finances to be managed if the owner is incapacitated
- 6 Key contracts with counterparties - including framework agreements, commercial contracts, NDAs
- 7 Lease and credit agreements, in particular regarding fixed assets
- 8 Business insurance policies, including professional liability
- 9 Industry licences, concessions and permits - required by specific regulations to run the business
- 10 A power of attorney for the accounting office - enabling actions with ZUS, the tax office and within e-Doręczenia
Interested?
Explore other scenarios
You invest in securities or real estate, including foreign assets
Order in your documents lets you control funds, settle taxes and secure property rights.
Read more
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
You’re developing your qualifications
Without full documentation of your qualifications, even a big investment in development may not pay off.
Read moreCreate 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.