Files and Templates
The Files & Templates section in OtoCo provides a convenient repository for essential documents and legal templates associated with your entity. After connecting your wallet and accessing the OtoCo DashPanel, follow these steps to explore and use it:
- Connect your wallet at https://otoco.io.
- Open your DashPanel at https://otoco.io/account.
- Select the entity you want to manage from the entity dropdown.
- From the left sidebar, click Files & Templates.
Available documents
- Series Operating Agreement for your LLC — the executed Operating Agreement specific to your Series, generated from your formation details.
- Articles of Association — for Swiss Associations and (D)UNAs.
- Certificate of Formation — for Standalone LLCs (and on request for Series LLCs).
- EIN letter — if you've ordered the Tax ID (EIN) add-on, the IRS letter is uploaded to your bucket when it arrives.
Templates to be filled out
OtoCo also provides lawyer-vetted templates you can adapt to your needs:
| Template | Description | When to use |
|---|---|---|
| Independent Contractor | Formalize contractor relationships. Clarify worker classification (1099 vs. W-2). | Engaging contractors |
| Crypto Asset Pledge | Attach personal wallets to your entity. Separate personal and business onchain assets. | Securing onchain assets to the entity |
| Certificate of Incumbency | Confirm directors, officers, members, and managers of your entity. | Banking, KYB, or counterparty due-diligence |
| Power of Attorney | Authorize a representative to act on your entity's behalf. | Delegating authority for a specific task |
| Digital Asset Assignment | Transfer ownership of digital assets to your Delaware LLC with a clear, timestamped record. | Crypto holdings, RWA vaults |
What you need to provide
Some templates require addresses to be filled in. OtoCo recommends keeping the following on hand:
- Legal address — the registered agent address. Provided by OtoCo automatically (
131 Continental Drive Suite 305, Newark, DE 19713for Delaware Series; OtoCo's Wyoming office for Wyoming Series; OtoCo's Swiss registered office for Swiss Associations). - Company physical address — for banks (Mercury) and operational uses. This is the address where you actually work; OtoCo does not provide this. If you don't have one, see the next item.
- Virtual Mailing Address — OtoCo offers a real U.S. virtual mailing address you can use on bank applications and contracts. Add it as a formation add-on for $249/yr, or ask Genco later ("I need a U.S. business address"). See Banking & EIN.
Notarization
If a template requires notarization (e.g., Certificate of Incumbency for certain banks), you can use an online notary service such as Notarize.com or Proof.
Free of charge
All Files & Templates are provided to OtoCo users at no additional charge. The templates have been drafted by qualified counsel; you may modify them as needed or have your own counsel review.