Downloads · 57 resources

Downloadable templates and checklists

Resources we use in practice: fillable document templates and checklists to help you review a contract or procedure before a problem arises. They were prepared by a lawyer registered with both the Slovak and Czech bar associations, and we update them as the law changes.

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Company formation in Czechia and Slovakia

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Checklist: A memorandum of association that prevents disputes

Provisions that matter when shareholders stop agreeing.

  • Voting thresholds — what to leave to a majority and what needs everyone
  • Share transfers and shareholders' pre-emption rights
  • Profit distribution and advance payments
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Related page: Bespoke memorandum and articles of association
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Checklist: Forming a Czech s.r.o. remotely

How a Slovak founder can form a Czech s.r.o. without travel, from documents and office arrangements to registration.

  • Documents you will sign and those we handle for you
  • Czech registered office and trade licences
  • Banking and remote contribution payment
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Related page: Forming an s.r.o. in Czechia
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Checklist: Forming an a.s. in Czechia

What to prepare before the notary and how to structure governing bodies and articles.

  • What to prepare before the notarial deed
  • Governing bodies — one-tier versus two-tier model
  • Paying in share capital and the bank
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Related page: Forming an a.s. in Czechia
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Checklist: Forming an s.r.o. in Slovakia

From choosing a name to registration: what not to forget during formation.

  • Company name and business activities — common mistakes
  • Documents needed for formation and their signatures
  • Tax office and insurance institution registrations
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Related page: Forming an s.r.o. in Slovakia

Company & shareholders

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Checklist: A correctly conducted general meeting

Convening, proceedings and minutes that protect resolutions from challenge.

  • Invitations and deadlines — common formal errors
  • Agenda, quorum and voting under the memorandum
  • Minutes and their requirements for registration
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Related page: General meetings and shareholder resolutions
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Checklist: A shareholders' agreement that works

Provisions a shareholders' agreement needs to withstand a crisis.

  • Voting and deadlock resolution
  • Equity transfers, rights of first refusal and restrictions
  • Vesting and options for founders and key people
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Related page: Shareholders' agreements
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Checklist: Commercial Register changes without a returned application

Documents and procedure for changing a director, registered office or shareholder.

  • Common reasons a registry court returns an application
  • Documents required for each type of change
  • Filing deadlines and risks of delay
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Related page: Commercial Register changes
Legal Q&A

Checklist: Employee shares and interests — tax implications

Why tax-free acquisition is balanced by taxation on exit, and what this means for ESOP design.

  • The two exemption conditions that must both be met
  • Why the interest’s value cannot be deducted on sale
  • Which other exemptions do not apply
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Related page: How are employee shares and business interests under an ESOP taxed?
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Checklist: Increasing and reducing share capital

When a capital change is worthwhile and how to proceed without risks for directors.

  • When an increase or reduction makes sense
  • Decision-making procedure and required documents
  • Creditor protection during a reduction
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Related page: Share capital changes
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Checklist: Liquidating an s.r.o. step by step

The entire company dissolution process, from resolution to removal from the register.

  • Dissolution resolution and appointment of the liquidator
  • Creditors and settling liabilities during liquidation
  • The liquidator's procedure and mandatory steps
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Related page: Company dissolution and liquidation
Legal Q&A

Checklist: Selling a business share and income tax

What a shareholder can deduct, when income is exempt and which tax myth leads to flawed planning.

  • What counts as a contribution, including the capital contribution fund
  • When income is exempt and why the limit is shared with rental income
  • How instalments and earn-outs are taxed
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Related page: Must I pay tax on income from selling a business share in an s.r.o.?
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Checklist: Transferring a business share without errors

Step by step, what to check before and after signing in a Czech or Slovak s.r.o.

  • 7 points to check in the memorandum of association before a transfer
  • When attorney authorisation is required — from 17. 8. 2026
  • How to link payment of the purchase price to the transfer
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Related page: Transfer of a business share
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Guide: An outsourced legal department in practice

How a lawyer on a monthly retainer works and when it is worthwhile for a company.

  • What you can entrust to an outsourced legal department
  • What a typical month looks like
  • Response times and prioritising requests
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Related page: Outsourced legal department
Legal Q&A

Template: Power of attorney for a general meeting

A fillable written proxy template for a shareholder, with the essential terms it must include.

  • Fillable written power of attorney template
  • Who the law prohibits from acting as proxy
  • Defining the scope: one meeting or general authority
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Related page: Can I appoint the company’s managing director to represent me at a general meeting?

Securities & Shareholders

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Checklist: Objecting to an entry in the CDCP register

The requirements, documents and time limits on which an objection depends.

  • Who is entitled to file an objection
  • What an objection must contain to be investigated
  • The 60-day period and how it can inadvertently restart
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Related page: Incorrect entry in the securities register
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Checklist: Pledges over securities

What must be completed for a pledge over shares to come into existence.

  • Where the securities are recorded and who submits the instruction
  • When company consent is necessary and what happens without it
  • The agreement, confirmation of contents and instruction attachments
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Related page: Pledges and security transfers of securities
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Checklist: Registering an issue of book-entry shares

The sequence from obtaining an LEI code to crediting shares to accounts.

  • The sequence of steps that cannot be reversed
  • Which agreement annex applies to each type of security
  • Identity and beneficial ownership documents
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Related page: Registering an issue of book-entry shares
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Checklist: Tag-along and drag-along rights in a j. s. a.

When to register rights and what registration changes.

  • Registered versus contractual rights — what actually changes
  • Form: certified signatures, a deed and company consent
  • The limit of one right per share
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Related page: Registered rights in a j. s. a. — tag-along and drag-along
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Checklist: The shareholder list at the central depository

What the depository requires for registration and each change of shareholder.

  • Registration from obtaining ČEM to submitting the list
  • Documents that must be current on the submission date
  • Recording a change of shareholder and transfer effectiveness
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Related page: Shareholder lists for registered certificated shares
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Checklist: You have inherited securities

What to do with the deceased's shares — step by step.

  • How to establish what the deceased owned
  • Registering succession and why it must go through a member
  • How to stop invoices and recovery after a death
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Related page: Inheriting securities
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Template: Power of attorney for CDCP procedures

A fillable template and six requirements on which powers of attorney fail.

  • A fillable power of attorney template for the depository
  • Checking that the extract is current on all three relevant dates
  • How to define the scope so the depository accepts it
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Related page: Representation before the central securities depository (CDCP)
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Test: is your offer a public offer?

Seven questions to check the regime applicable to your issue before the regulator does.

  • The National Bank of Slovakia's three-part test
  • Where exemptions are most commonly lost
  • What an offer to qualified investors must contain
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Related page: Assessing a public offer of securities
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Test: raising money from investors — are you already a fund?

Six questions based on the National Bank of Slovakia's framework to check whether your structure constitutes collective investment.

  • The six questions used by the regulator to assess a structure
  • The distinction between financial and operating activity in property projects
  • When the holding company exemption applies and when it does not
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Related page: Investment structure review

Company financing

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Checklist: 13 things to address before issuing bonds

A practical company checklist: offering regime, bond terms, security and central depository deadlines.

  • Whom to offer bonds to and when a prospectus is required
  • Arranging amendments, bondholder meetings and a CAC
  • Aligning security, identification codes and depository documents
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Related page: Bond issuance in Slovakia
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Checklist: Bond issuance in Czechia

What a company planning a Czech bond issue needs to have in order.

  • Often overlooked requirements for bond terms
  • When a prospectus is required and when it is not
  • Issuer obligations towards investors throughout the issue's life
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Related page: Bond issuance in Czechia
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Checklist: Bringing an investor into your company

From term sheet to investment agreement — what founders should watch.

  • Term sheet — what is binding and what is not
  • How to prepare for investor due diligence
  • Key investment agreement provisions for founders
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Related page: Bringing an investor into your company
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Guide: ESOPs for Slovak and Czech companies

Forms of employee equity and what to consider before launching a plan.

  • Equity, options or phantom shares — which suits which situation
  • Vesting, cliff and what happens when an employee leaves
  • How an ESOP fits into the memorandum and shareholders' agreements
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Related page: ESOP and employee equity

Company sale & M&A

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Checklist: Company due diligence before acquisition

What to investigate in the target company before signing anything binding.

  • Corporate documents and a clear ownership structure
  • Contracts that can block the transaction (change of control)
  • Employees, disputes and hidden liabilities
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Related page: Company legal due diligence
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Checklist: Keeping a business sale under control

How to prepare your company for sale and manage the key transaction points.

  • Preparing the company for sale well in advance
  • Ownership-interest sale versus business sale — when each is suitable
  • Warranties, representations and conditions precedent in the SPA
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Related page: Selling and buying a business
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Checklist: Preparing a company for M&A

What the buyer will investigate and how to prepare so the transaction does not fall through.

  • What the buyer checks first — and where the process most often stalls
  • Documents that belong in the data room
  • A realistic step-by-step transaction timetable
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Related page: Mergers and acquisitions (M&A)
Legal Q&A

Checklist: Tax risks when buying a company

Twelve points for a lawyer preparing a transaction, including risks created by the acquisition itself.

  • What to request and check in the target company
  • Three statutory grounds for VAT liability and when they affect you
  • Minimum tax for the successor and the loss of unused tax credits
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Related page: Can I, as a customer, be liable for VAT my supplier has not paid?
Legal Q&A

Checklist: Tax schedule to an enterprise sale agreement

What the buyer must receive from the seller at closing to avoid inheriting a tax position it did not choose.

  • The capital goods information the seller is required to hand over
  • The presumption in Section 54b(3) of the VAT Act and why it cannot be rebutted
  • How to secure delivery through a holdback and a condition precedent
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Related page: Is VAT payable on the sale of an enterprise or part of one?
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Guide: Holding structures for Czech–Slovak businesses

When a holding structure makes sense and how to build it without unnecessary risks.

  • When a holding structure is worthwhile and when it is an unnecessary layer
  • Arranging the relationship between parent and subsidiaries
  • Moving existing ownership interests into the structure, step by step
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Related page: Holding structures

Commercial Contracts

Legal Q&A

Checklist: Before signing a franchise agreement

What to review before signing, including schedules that matter more than the main agreement.

  • What is signed besides the franchise agreement
  • Fees and what you actually receive for them
  • Security, promissory notes and a company member's personal guarantee
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Related page: What documents do I sign when buying a franchise?
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Checklist: Bespoke commercial agreement

The clauses that matter when a transaction goes wrong, and how to structure them.

  • When general terms suffice and when a bespoke agreement is needed
  • Clauses that matter when problems arise (penalties, termination and liability)
  • Securing payments in commercial relationships
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Related page: Bespoke commercial agreement

IT, Software & E-commerce

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Checklist: Software agreement without risks

Licensing, source code and liability: what to watch for with software.

  • Licence versus assignment of rights — what you actually acquire
  • Source code and escrow — a safeguard for the customer
  • Maintenance and development after handover
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Related page: Software and licence agreement
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E-book: Legal guide for online shops

What a Slovak online shop must comply with in 2026: duties, deadlines and a closing checklist.

  • Mandatory information before ordering and the “order with obligation to pay” button (unofficial translation of the statutory wording)
  • Withdrawal within 14 days, including the button mandatory from 19. 6. 2026
  • Complaints under the rules effective from 1. 7. 2024 — deadlines and burden of proof
View the contents →
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Related page: Legal services for online shops

Employment Law & HR

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Checklist: Business employment documentation

Contracts, work agreements and records an employer must keep in order.

  • Employment contract requirements beyond templates
  • Agreements outside employment — which to use and when
  • GDPR documents for employees
View the contents →
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Related page: Employment documentation 24/7
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Checklist: Notice that stands up to scrutiny

Grounds, protected periods, alternative work duties and service, step by step.

  • Grounds for notice and their factual specification
  • Protected periods and the duty to offer alternative work
  • Notice period and severance
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Related page: Termination of employment on notice

Compliance, Registers & Licences

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Guide: Lawyer authorisation of agreements from 17 August 2026

Who the new requirement affects, how authorisation works and what to prepare.

  • Which agreements require mandatory authorisation
  • What a lawyer actually does during authorisation
  • How signing works and how much time to allow
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Related page: Lawyer authorisation of corporate documents
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Guide: Register of Public Sector Partners

Who must register, what is verified each year and the consequences of neglect.

  • When RPVS registration is mandatory and both statutory thresholds
  • Annual verification as at 31 December and the notification deadline
  • Events during the year that require additional verification
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Related page: RPVS registration and authorised person services

Property Transfer

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Checklist: An estate agency's legal essentials

Agency agreements, AML and GDPR: what an estate agency needs in order.

  • An agency agreement that protects your commission
  • Estate agency AML obligations
  • GDPR in estate agency practice — photos, viewings and databases
View the contents →
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Related page: Comprehensive legal services for estate agencies
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Checklist: Buying a property without risk

Due diligence, agreements and secure payment: what to watch for as a buyer.

  • What to check about a property before reservation
  • Reservation agreement — what to watch for
  • Secure payment of the purchase price through escrow
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Related page: Legal assistance with buying a property
Legal Q&A

Checklist: Property sale and income tax

When sale proceeds are exempt and how the exemption can be lost before the purchase agreement is signed.

  • When the five-year period starts, including when it starts with the deceased
  • Why the first payment matters, rather than signing the purchase agreement
  • An agreement for a future sale as the most common cause of taxation
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Related page: When is income from selling property exempt from income tax?
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Checklist: Registration without suspended proceedings

Attachments, fees and the errors that most commonly cause the Land Register to suspend proceedings.

  • Mandatory attachments to a registration application
  • Electronic filing and fee savings
  • Errors that cause the Land Register to suspend proceedings
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Related page: Land Register registration application
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Checklist: Selling a property from start to finish

The entire transfer process, from documents and the buyer through escrow to the Land Register.

  • Documents to prepare before selling
  • Checking the buyer and their financing
  • Purchase price escrow and why it is standard
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Related page: Complete property transfer service
Legal Q&A

Checklist: VAT on a property sale

Steps to establish whether a sale is exempt, when you can opt to tax and who accounts for VAT.

  • The five-year test and what can restart it
  • When the option to tax is available and when the law excludes it
  • What the agreement must state for the reverse charge
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Related page: Is VAT payable when selling property?

Construction & Development

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Guide: Construction company contracts without weak points

Where construction companies most often lose money and how to address it in contracts.

  • Retention — how to negotiate it and actually obtain its release
  • Additional work: why the instruction must be in writing
  • Subcontracts and allocation of liability
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Related page: Legal services for construction companies

Debt Recovery

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Checklist: A letter before action that works

What a demand must contain and why a lawyer's demand is more likely to work.

  • What a letter before action must contain
  • Why a demand from a law firm is more likely to work
  • What constitutes a reasonable payment deadline
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Related page: Letter before action demanding payment
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Checklist: Acknowledgement of debt and instalment plan

How to structure an agreement with a debtor so that you do not lose out.

  • Why you should always ask the debtor for a debt acknowledgement
  • Requirements for an acknowledgement to have legal effects
  • Acceleration clause: protection for the creditor
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Related page: Acknowledgement of debt and instalment plan
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Checklist: Consumer debt recovery without unfair practices

What a demand must contain, what should not be in an instalment agreement and how to build a reminder system that stands up to scrutiny.

  • Content of a credit reminder under the NBS position and the exceptions
  • When and where you must not contact the debtor
  • Why a debt acknowledgement belongs in a separate document
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Related page: Debt recovery audit and reminder system
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Checklist: Payment order in Czechia

Documents and the course of Czech payment proceedings, including for Slovak creditors.

  • Documents you need for the application
  • Electronic payment order: advantages and limits
  • Procedure and deadlines
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Related page: Payment order and claim for payment (Czechia)
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Checklist: Payment order in Slovakia

The application, electronic payment order procedure and next steps when the debtor does not respond.

  • Documents you need for the application
  • Electronic payment order procedure: a faster digital route
  • Procedure and deadlines
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Related page: Payment order and claim for payment (Slovakia)
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Checklist: Unpaid invoices, from due date to a Czech director

What to do after an invoice falls due and what to check if a Czech company has no assets.

  • Steps and evidence in the first 30 days after the due date
  • Limitation, reminders and handover to a lawyer
  • What to check in Czech public registers
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Related page: Debt recovery in the Czech Republic
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Guide: Recovering a debt in Poland

A Polish customer is not paying. How we proceed in cooperation with a Polish lawyer.

  • Specific features of recovery in Poland
  • How cooperation with a Polish lawyer through our firm works
  • Documents you will need
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Related page: Debt recovery in Poland

Litigation & Damages

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Checklist: Action against unfair competition

Is a competitor free-riding, disparaging or copying? The first steps that matter.

  • What constitutes unfair competition — practical examples
  • Evidence to secure immediately, before it disappears
  • A cease-and-desist demand and its practical effect
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Related page: Unfair competition and reputation protection
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Guide: Shareholder disputes and possible solutions

From 50:50 company deadlock to expelling a shareholder — what can be done.

  • 50:50 deadlock and ways out
  • Lesser-known minority shareholder rights
  • Expulsion and withdrawal of a shareholder — the conditions
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Related page: Shareholder disputes

Templates and checklists provide general information. They do not replace legal services or an assessment of an individual case. If you are unsure whether a template fits your situation, contact us and we will review it together.

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