Estate Management 101 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 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.