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 personal and financial information. The idea is that if anything were to ever happen to you, a loved one would be able to have a complete snapshot of your affairs and be able to more easily attend to the business of your estate.
I haven’t had time to really delve into the program, but at first glance it looks very well put together. Included are sections for investments, banking and credit cards, property and mortgages, other loans and debt, insurance, health, wills, and funeral arrangements. At some point I will give it a test drive to see how well it really works, but my initial impressions are very positive.
If you want to request a copy of the CD-ROM for your family, you can do so here.
[...] a year ago, I wrote that I had requested a CD-ROM program from T. Rowe Price named “Family Records Organizer”. The concept seemed like a good one: an application to help you organize information on your [...]