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You’re in an informal, partner relationship

In informal relationships, unlike marriage, there is no presumption of joint property or statutory right to decide on a partner’s affairs.

That is why every more significant arrangement - concerning property, health or children - should be documented. The lack of formal regulation means that only properly prepared documentation protects both sides, both during the relationship (e.g. in financial settlements) and in the event of a break-up or sudden events requiring unusual action.

A couple sit together on a living-room sofa, talking over coffee.

From the expert

„Polish law still does not regulate informal relationships with the clarity it gives to marriages. In this practice, informal partners often do not stand on the side of legal protection, so it’s worth acting in advance - contracts, wills and powers of attorney become the basis of security in such situations."
- 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 Powers of attorney giving access to medical records in case of illness
  2. 2 A list of medications taken and information about allergies
  3. 3 A postal power of attorney to collect correspondence
  4. 4 Insurance policies naming the beneficiary and a power of attorney to receive the sum insured
  5. 5 Proof of purchase of property components to avoid ownership disputes
  6. 6 Confirmations of transfers between partners
  7. 7 Documents concerning the acquisition of real estate (loan agreement, confirmation of contributions, instalment payments)
  8. 8 Documents concerning children (shared children) - birth certificates, agreements with educational facilities
  9. 9 A list of important passwords and access details
  10. 10 Dispositions for a bank account, financial products, IKE, IKZE, PPE, PPK
  11. 11 Wills to secure the partner in case of death, since statutory inheritance does not apply here

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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.

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