Why You Need an Estate Strategy Full Size Version Share | Related Content Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. What Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.