4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers. The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. 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.