T. Rowe Price has developed a tool called the Family Records Organizer CD-ROM to help you with these organizational challenges. This software provides you with an easy way to gather all your family’s records in one safe place, including primary contacts, 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.  The free software CD is available in both Mac and Windows formats. 

Do you have a backup plan?  Not the computer kind, but do you have a plan for accessing all your important financial records in case of emergency?  If your house burns down or something happens to you, it’s a smart idea to have all your financial information in a safe, separate place, perhaps stored on a secure server or in an old-fashioned safe deposit box.

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Free T. Rowe Price Family Records Organizer

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