Imagine you were to get hit by a bus or sat on by Rosie O’Donnell tomorrow? Would your loved ones be able to close out your affairs? Would they know every place you have squirreled away money? As someone who has had to piece together a financial life after a loved one’s untimely death, I can tell you it is not a fun task.
T. Rowe Price is offering a free family records organizer CD-ROM on their website, that they claim “offers a single place for you to capture important personal information about your investments, banking and credit cards, insurance, and more with the intent of passing this information along to your beneficiaries or keeping it in a safe place.” You can request a free copy of the CD-ROM on their website here.
I had planned on developing a tool like this myself, so I am curious to see how good this resource is. However, if it is as good as advertised it would be a great gift to your loved ones should you pass unexpectedly, and you can’t beat the price.
Very Good attempt and commendable service! Keep it up!
[...] I had a nice little surprise sitting in my mailbox today. A couple of weeks ago I wrote about a free CD-ROM that was available from T. Rowe Price that was to assist you in organizing your [...]
thank u
No where on the internet can I locate instructions for receiving the T.Rowe price famjily organizer. Please advise.
Go to this link…
http://www.troweprice.com/common/indexHtml3/0,0,htmlid=920,00.html?rfpgid=11735
[...] I want to evaluate the accounts we have, close and consolidate where appropriate, and then use the financial records organizer I got from T Rowe Price to create a guide to what accounts we still have should anything ever happen to [...]