Family organizer · U.S. state editions
Legavia is a fillable PDF organizer for the records, contacts and first steps your family may need someday — with a section for your state.
Digital PDF download · Fill in on screen or print at home · One-time payment · 30-day guarantee
Why it helps
Most families aren't missing paperwork. They're missing a map: where things are, who to call and what comes first.
No one should have to unlock your phone to find the right number. A one-page family card names a first contact, a backup, and who needs care right away — children, other dependents or pets.
Your family may know there's a savings account, but not where. List each institution and the last four digits of the account — never full numbers or passwords.
Policies through an employer are easy to forget. Record each insurer, where the policy is kept and where the beneficiary records are.
“Somewhere in the house” isn't a location. Write down the drawer, the folder or the attorney who holds the original.
Closing an email or phone account too early can make other records harder to reach. Note what exists and what to check before anything is canceled.
Probate and small-estate procedures vary by state. Your edition includes a section for the state you choose, with the official sources to check.
What Legavia is
Legavia is a family organizer in PDF format. You fill it in at your own pace — on screen or on paper — so important information lives in one place and your family knows where to look.
It doesn't replace a will or an attorney. It helps the people you love find things and know what to ask.
Preparing ahead
Each organizer has a “Start here” page. Preparing ahead begins on page 3.
After a loss
The “Start here” page shows where to begin: page 11 in Essential, page 30 in Complete.
Type into the form fields in a PDF reader that supports forms, or print it on U.S. Letter paper and write.
It asks for locations and the last four digits only. Passwords, PINs and full Social Security numbers belong somewhere separate and protected.
The general organizer and your state section come together in one PDF. No add-ons to buy.
Get your organizer
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.
“I filled it out one rainy Sunday afternoon. It’s more than just a notebook—it’s a plan my family can follow. It’s such a relief to have it done and know they won’t have to figure everything out on their own!”
Inside the PDF
Shown here: the Texas edition. Your file shows the state you choose.
Swipe to see more pages · Tap a page to enlarge
CompleteThe cover
Complete“Start here”: where to begin
Both plansThe quick family card
CompleteAccounts by institution, last four digits only
EssentialFirst steps after a death
CompleteSecure, Notify, Resolve: the family roadmap
CompleteNotification letters you can adapt
Both plansYour state section, with official sources
Fillable PDF · U.S. Letter size (8.5 × 11 in) · Print extra worksheet pages whenever you need them.
How it works
Pick Essential or Complete, then the state edition you need. You'll see the plan, state and price before you check out.
After checkout, you'll get a link to download your file. It's a digital product — nothing is shipped.
Start with the quick family card. Fill in the rest at your own pace, then tell one trusted person where the organizer is kept.
Compare plans
Both are self-contained organizers with your state section included. Complete goes deeper, with detailed worksheets, trackers and message templates.
The key information, in a shorter organizer
A good fit if you want the essentials written down in one place, without going into every detail.
Most detailed
The full organizer, with detailed worksheets
A good fit if there are more accounts, property or people to coordinate — or your family is handling things after a loss and wants trackers and letter templates.
| Feature | Essential | Complete |
|---|---|---|
| Getting started | ||
| “Start here” guide to the organizer | Included | Included |
| Quick family card | Included | Included |
| Personal details page | Not included | Included |
| People | ||
| Family, helpers and professionals | 1 page | 2 pages |
| Dependents and pets | Short entries | A full page for each |
| Documents | ||
| Where the original documents are | Included | Included |
| Will and trust records | Location only | Detailed page |
| Powers of attorney and health care directives | Location only | Detailed page |
| Money and property | ||
| Bank, retirement and investment accounts | One-page map | Separate worksheets |
| Insurance and debts | 1 page | Separate worksheets |
| Bills and autopay | Included | Included |
| Work, pensions and benefits | Basic entries | Dedicated page |
| Business interests | Short note | Dedicated page |
| Home and property | 1 page | Home, other real estate, vehicles, valuables |
| Digital life and wishes | ||
| Digital accounts | 1 page | Access plan, accounts, subscriptions |
| Personal wishes | 1 page, with a short note | Funeral preferences and a letter to your family |
| For your family after a loss | ||
| First steps after a death | 5-step sequence | Secure, Notify, Resolve roadmap |
| Notifications and calls | 1 page | Call log, notification and claim tracker |
| Death certificate orders | Short record | Dedicated tracker |
| Expenses and confirmed deadlines | 1 page | Separate expense log and deadline tracker |
| Six-month organization planner | Not included | Included |
| Notes for the first professional meeting | Checklist | Full handoff sheet |
| Notification letter templates | Not included | 6 templates |
| Your state and upkeep | ||
| State section with official sources | Included | Expanded |
| National official resources | 4 sources | 11 sources |
| Annual review checklist | Included | Included |
| Continuation sheet for longer notes | Not included | Included |
| Fillable on screen and printable (U.S. Letter) | Included | Included |
Essential has 18 pages in every edition. Complete has 53 pages or more, depending on the length of the state section. Neither plan is a legal form or a substitute for professional advice.
reviews
Now my son has a clear plan to follow: the pensions I’d almost forgotten about, the insurance policies, and what needs to happen first. One quiet afternoon, and it was done.
When my wife passed away, I learned the hard way just how much paperwork there is and what everyone needs from you. This lays out what to do and in what order.
I bought it for my parents, and we filled it out together one Sunday. We worked through it step by step, without any drama or avoiding the tough conversations.
I’ve always been the one who handles the household paperwork. Now, if something happens to me, my kids know where to start: just open the binder.
What sold me was the step-by-step guidance. Without it, my wife wouldn’t have known where to start.
I thought it would be a chore, but I finished it in a Sunday afternoon. The questions walk you through everything. You don’t need a legal background.
FAQ
No. Legavia is a digital PDF — nothing is shipped. You can fill it in on screen, or print it at home on U.S. Letter paper and write by hand.
One PDF file: the plan you choose, for the state you choose. For example, Complete + Texas is the Complete organizer, Texas edition — the general organizer and the Texas section are already in the same file.
You won't receive all 51 editions, and you don't need them.
No. Each organizer is self-contained. You don't need another Legavia document or a separate state add-on.
You're covered by a 30-day satisfaction guarantee. If the organizer isn't what you expected, email us at legavia.es@gmail.com within 30 days of your purchase, from the email address you used for the order, and we'll refund the full amount to your original payment method.
Essential (18 pages) covers the key information in a shorter format: a family card, contacts, document locations, a simple map of accounts, insurance and bills, home and digital life, personal wishes, first steps after a death, notifications and tracking — plus your state section.
Complete (53+ pages) goes further, with separate worksheets for each type of account, dependents and pets, will and trust records, property and vehicles, business interests, a family roadmap, a death certificate tracker, call and claim logs, a deadline tracker, a six-month planner and six notification letter templates — plus an expanded state section.
Choose the state where the person the organizer is for lives. If you're organizing after a death, that's usually the state where they last lived.
The state edition is separate from where you're shopping from. If property or accounts are in another state, start with the home state and ask an attorney about the rest — one edition doesn't cover every state's rules. If you need more than one state, you can buy each edition separately.
Each organizer is designed for one adult. For a couple, the organizer suggests completing one per adult and labeling shared records clearly. You can print extra copies of worksheet pages whenever you need them.
No. Legavia is an organizing tool with general information. It is not a will, trust, power of attorney, advance directive or official court form, and it doesn't provide legal, tax or financial advice. It can't appoint anyone or give anyone access to accounts.
For decisions about your situation, talk to a qualified attorney, tax professional or financial adviser. The organizer helps you bring them the right information.
Your organizer stays with you — on your device or on paper. The PDF isn't encrypted, so it asks you to record locations and the last four digits of accounts only, and to keep passwords, PINs and full Social Security numbers somewhere separate and protected.
Each state section lists the official sources it refers to — such as state statutes, court websites and government agencies — with the date they were checked. Rules change, so always confirm current requirements before acting. These sources don't endorse Legavia.
Still have a question? Email us at legavia.es@gmail.com.
Choose your plan and state edition, download your PDF and start with the first page.
Digital PDF · Editions for all 50 states and Washington, D.C. · 30-day guarantee