Free tools
Take a real step today.
Tools your family can use right now at no cost, each a quiet move toward a plan that's held together.
Free, Diocese-approved
Catholic Advance Health Care Directive
A California-specific medical directive with HIPAA built in, recording your wishes in line with Catholic moral teaching. No cost, no obligation.
Create my directiveFree portfolio audit
Catholic Stewardship Investment Audit
See whether your investments line up with your faith, and where they may quietly work against it. A clear, no-cost review.
Start my auditFree guide
Do you need an attorney?
When you actually need a Catholic family attorney, what to look for, and what trust-based estate planning should cost.
Read the guideFree download
Family legacy interview questions
A set of questions to help you pass on your memories, values, and wishes to those you love.
Get the questionsFree download
Family wealth inventory
An editable spreadsheet that keeps your property, accounts, and policies in one place, so someone you trust can step in when needed.
Get the inventoryFree download
Letter to your health care agent
A customizable letter expressing your wishes for medical and spiritual care, in harmony with Catholic teaching.
Get the letterFree guide
Six mistakes parents make choosing guardians
The six most common mistakes parents make when naming guardians for their children, and how to avoid each one.
Read the guideBooks
Two books that carry the imprimatur.
Where the Guided by Grace philosophy began, in print, and reviewed by the Diocese of Orange.
Laura K. Meier, Esq.
Guided by Grace
A Catholic journey through wills, trusts, and estate planning. It carries the Diocese of Orange imprimatur, the only Catholic estate planning book to do so.
Get the bookShannon Eusey and the Beacon Pointe team
Your Dollars, Our Sense
A Catholic guide to personal finance and wealth management, carrying the Diocese of Orange imprimatur.
Get the bookWhen you're ready
Ready to bring it all together?
When you're ready, we can introduce you to a Trusted Catholic Advisor who helps hold your legal, financial, practical, and spiritual decisions together.