Important documents
Where the originals are
The exact location of each document, and the person to ask.
Essential · CompleteFillable family organizer · An edition for every state
Your paperwork has a system. The problem is, only you know it.
Legavia is a fillable PDF where you record where your important papers are kept, who knows what, and where to start if you’re not there to ask. It isn’t a will or a vault — it’s a map your family can actually find.
- 18 or 53+ pages, depending on the plan — fill on screen or print
- Includes a section for your state
- One PDF file — no app, no account
18 · 53+
pages in Essential and Complete
50 + D.C.
state editions — your state section is in the same file
6
notification templates (Complete)
1 PDF
to save and print — nothing is shipped
The favor nobody will ask you for
Your kids aren’t going to ask where you keep the insurance policy or which bank holds the mortgage. It’s not dinner-table talk.
But if one day it falls to them — an illness, a long hospital stay, or because you’re gone — what they’ll be grateful for isn’t what you leave. It’s not having to guess.
Look inside
These are the pages you’ll fill in
No stock mock-ups: these are real pages from the PDF.
Essential information
Quick family card
The first page your family needs: who to call and where the current documents are.
Essential · Complete
Money and insurance
Accounts, one by one
List each account using the last four digits only. No full numbers, no PINs.
Essential · Complete
Home and property
My home and household
Practical arrangements: keys, utilities, who to contact.
Essential · Complete
A guide for my family
Start here after a death
A plain roadmap: people first, then records, then the paperwork.
Complete
Notification templates
Six messages, ready to adapt
For the bank, insurer, employer, utilities, digital accounts and your attorney or tax professional.
Complete
Family worksheets
Verified deadline tracker
A date goes in only after you’ve checked the rule or received advice.
Complete
Professional handoff
Your situation on one sheet
Bring it to the first appointment with an attorney or tax professional.
CompleteShown: Legavia Complete, Florida edition. Page counts can vary slightly by state.
Two ways to use it
For you, today. For them, later.
The organizer is built for both — it says so on page 2.
Preparing ahead
You fill it in
Start with the information your family would struggle to find. You don’t need to finish everything in one sitting.
- Record locations, not just “at home”: the drawer, the folder, the person to ask.
- Tell one trusted person where the organizer is kept.
- Use one organizer per adult.
Helping after a death
Your family picks it up
They start with the first-steps pages and your state section, and keep track from there.
- First steps, notifications and tracking sheets.
- Complete adds trackers for calls, expenses and verified deadlines.
- State-specific procedures and official sources are in the same file.
Get your organizer
Choose your plan and state
Each purchase is one PDF: the plan you choose, for the state you choose. The general organizer and your state section come in the same file.
These U.S. state editions are sold in our United States store, in U.S. dollars.
Not sure which plan to choose? If you own a home or have several accounts, investments, or insurance policies to organize, Legavia Complete gives you more room for the details. It combines a comprehensive family organizer, practical checklists, and guidance for your selected state—all in one downloadable PDF.
Compare
Essential or Complete?
Both include your state section. Complete has room for the details.
30 days to try it
If, within 30 days of buying, you find the organizer isn’t what you needed, email legavia.es@gmail.com and we’ll refund what you paid.
| Included | Essential | Complete |
|---|---|---|
| Pages (Florida edition) | 18 | 53 |
| Fillable fields (Florida edition) | 178 | 468 |
| Quick family card and trusted people | ||
| Documents, money and insurance | ||
| Home, digital life and personal wishes | ||
| First steps and tracking after a death | ||
| Your state section and official sources | ||
| Family, contacts and dependents in detail | — | |
| Will, trust and authority records | — | |
| A letter to my family | — | |
| Professional handoff sheet | — | |
| Trackers: calls, expenses, verified deadlines | — | |
| Six notification templates | — | |
| Annual review page |
What our customers say
Experiences shared by people who have already bought
Common questions
What to know before you buy
Will I still need an attorney?
That depends on your situation. The organizer isn’t legal, tax or financial advice. It helps you arrive prepared; Complete includes a professional handoff sheet for that first appointment.
Which state should I choose?
The state where the person the organizer is for lives. Each edition covers one state; if another state is involved, ask an attorney about it.
Should I write down my passwords?
No. Record where your password manager or protected instructions are kept and who may access them.
Can I fill it in on my phone?
Yes, with a PDF app that supports forms. A computer is more comfortable. You can also print it and write by hand.
Can a couple share one?
Use one organizer per adult, and label shared household records clearly. You can print extra copies of worksheet pages when you need them.
The first step
Start with a single page.
Start with the page that records where your originals are. The rest can wait until it suits you.
Legavia is an organizing tool for you and your family. It is not a will or other legal document and does not replace legal, tax or financial advice.