Estate Documents Estate management involves making sure key financial and health-care documents are in order. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.