Files and Templates

The Files and 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 dashboard, follow these steps to explore and utilize this valuable resource:

Connect Your Wallet
Begin by connecting your wallet to OtoCo's platform.
Access Your Dashboard
Once connected, access your OtoCo dashboard.
Select Entity
Within the dashboard, choose the specific entity you intend to manage.
Navigate to Files and Templates
From the left-hand menu, find and select the Files and Templates section.

Available Documents:

Series Operating Agreement for Your LLC: Access the operating agreement tailored specifically for your LLC. This document is crucial for defining the terms, rights, and responsibilities of your entity's members.
Master LLC Certificate of Formation: Gain access to the certificate of formation for the master LLC. This would be a link to the registry.
Master LLC Operating Agreement: Explore the operating agreement for the master LLC. While this document is managed by OtoCo, it doesn't impact the structure or operations of your individual series LLC.

Certificate of Formation

The Certificate of Formation is typically issued by the state in which the entity is incorporated. However, entities (LLCs) created using OtoCo are legally classified as "Protected Series." Learn more about this structure here.

For entities created through OtoCo, you will need to use the Certificate of Formation of your master entity. You can find the relevant document at OtoCo Compliance. Navigate to the bottom of the page, where you will find a table listing the Certificate of Formation for your master entity.

Note: No Protected Series created on OtoCo will have its own master entity, as these entities are not independently registered and do not require separate registration in the state.

Proof of Address

KYC/KYB platforms typically require one of the following three types of addresses:

Entity Legal Address
- Also known as the Registered Office Address, this can be found in your entity's dashboard.
- This address cannot accept mail and is typically used in fields that ask for a "Legal Address."
Company Physical Address
- The physical address is where you or your team work daily.
- This must be a real, physical location. Banks typically request proof of this address.
- If you are a freelancer or a remote team, you can use your residential address and provide a utility bill as proof.
- It is not necessary for your entity's name to be on the bill, but your full legal name must be present.
- OtoCo does not provide this address.
Virtual Mailing Address
- A mailing address where you can receive physical mail.
- Proof of this address is rarely required.
- OtoCo can provide this service. To obtain a Virtual Mailing Address, visit the Plugins section and look for the "Virtual Mailing Address" option.

Certificate of Incumbency

The Certificate of Incumbency is a document that confirms the officers, owners, members, and managers of an entity. A template for this document can be found under Files and Templates to Be Filled Out.

If this certificate requires notarization, you can use any online notary service, such as Notarize.ca, to complete the process.

Legal Templates:

Agreement Type	Description	When to Use
Independent Contractor	Formalize relationships with an entity. Clarify contractor status.	Establish contracts
Crypto Asset Pledge	Attach personal wallets to your entity. Separate personal and business assets.	Secure assets
Certificate of Incumbency	Verify entity roles. Confirm directors, officers, and owners.	Confirm organizational roles
Power of Attorney	Authorize agents for business matters. Delegate decision authority.	Delegate decision-making authority

🔔 Important Note:

The legal templates provided in the Files and Templates section have been meticulously crafted by professional lawyers in accordance with industry standards. While these templates are designed to cater to a wide range of scenarios, you have the flexibility to modify them as needed. If you wish, you can also seek legal review from your own legal advisors.

✨ Free of Charge:

We are pleased to offer these documents and templates to users entirely free of charge. Our aim is to empower you with the necessary legal tools to effectively manage and operate your entity. Should you have any further inquiries or require assistance, feel free to join our Telegram community for prompt support and guidance.