The 411 on Estate Planning Investing An estate plan is a collection of documents that specify how you want your assets distributed upon incapacity or death. Find out the answer to this question, what estate planning documents do I need? Download Resource View All Downloads ← Back to all downloads Related Downloads 24 Karat Shine or Pyrite for Your Portfolio? Digital Security Basics Qualified Opportunity Fund (QOF) ← Responsible Investing (RI) Qualified Opportunity Fund (QOF) →