4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.