Your Estate Plan Deserves More Than a Binder Full of Paperwork. Based on the Amazon #1 bestselling new book Tangled Legacy: Turning Estate Planning Mistakes into Successes, this practical workbook is your next step—a real-world planning system to help you organize, protect, and communicate your legacy with confidence. Whether you're a real estate investor, family trustee, or just getting started, this workbook guides you block by block through the most essential elements of estate and legacy planning. Inside, you'll learn how to: Organize your documents, assets, and instructions with clarity and purpose - Build a trusted team of professionals—and prepare your family - Avoid probate and reduce taxes through tested strategies - Communicate your plan to prevent confusion, stress, and conflict - Create peace of mind through practical tools and real-world case studies Developed alongside a live Building Blocks Workshop Series hosted by the Apartment Association of Orange County (AAOC), this workbook includes: Fillable tools, checklists, and planning templates - Quizzes and a final exam to reinforce what matters - Reflection questions to help clarify and communicate your wishes Whether used with the course or as a stand-alone guide, this isn’t just a workbook, it’s a working legacy plan in progress. Read the book. Take the course. Protect your legacy.