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. A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.