what estate planning documents do I need 4 steps

Image illustrates a four-step process for managing primary beneficiaries

Jahnke, Sandy, April 12, 2018, 4 Simple Steps for Naming Beneficiaries and Why It Matters, digital image, TD Ameritrade, accessed October 22, 2018, https://tickertape.tdameritrade.com/personal-finance/naming-beneficiaries-retirement-estate-planning-14994

1. Choose who you want to inherit your account. 2. Decide how much each beneficiary will receive. 3. Complete and submit beneficiary forms. 4. Review and possibly update after a major life event.