When Do You Need a Will? 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! When do you need a will? The answer is easy: Right Now. Share | Related Content 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.