Estate Management 101 Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate Share | Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.