Estate Planning Work with CPAs and attorneysEstablish "Protection Plan"Help ensure efficient and accurate asset distribution SCHEDULE WITH JOE ROUBIK 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. Learn More When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Learn More What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability. Learn More Have a Question Name Email Address Phone Question Thank you! Oops!