Estate Documents Estate management involves making sure key financial and health-care documents are in order. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Here are three tips. Why You Need 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.