Clarity.

Under your brand.

Bone & Gray partners with attorneys, corporate trustees, and CPAs to streamline client communication and decision-making.

  • Defined Deliverables

    We provide clear, standardized outputs tailored to your client’s data—not open-ended consulting.

  • Scalable Support

    Designed to grow with your practice—whether for a single complex estate or ongoing client needs.

  • Attorney & Client Friendly

    No software to learn. No endless customization. Just clarity—ready to share.

  • Repeatable Process

    Every trust summary, flow chart, or property diagnostic follows a proven framework.

  • Predictable Pricing & Timeline

    Flat fees. Delivered in days, not weeks.

  • Built to Enhance

    We strengthen legal, tax, and advisory services—without overstepping professional boundaries.

When clients have clear, actionable insight into their trusts, entities, and assets, they make faster, more confident decisions—freeing you to focus on strategic guidance and enhancing both client satisfaction and the smooth execution of the estate plan.

Why Should I Choose Bone + Gray

High Tech, Human Touch

We leverage industry-leading platforms like DocuSign®, ShareFile®, and QuickBooks Online for Accountants® (QBOA) to deliver efficient, secure, and organized trust, estate, and real property reporting. Our firm follows strict protocols for confidentiality, data encryption, and responsible use of AI, ensuring that sensitive information remains protected. Above all, we prioritize the human element—providing clarity and support tailored to the families and professionals we serve.

Professional Credentials

  • California Licensed Professional Fiduciaries

  • American Bar Association (ABA) Affiliates

  • Corporate Legal Operations Consortium Members (CLOC)

  • HBSO Certificates of Specialization in Finance and Accounting

  • Quickbooks ProAdvisor, Elite

Wealth of Experience

With roots as fourth-generation commercial real estate investors, we understand that generational wealth transfer is inherently complex—especially when trusts, entities, and property holdings intersect. Bone & Gray enhances the work of attorneys, trustees, and advisors by delivering clear, actionable visuals and financial diagnostics that support informed decision-making. Drawing on our experience with multi-generational estates, we provide heirs and fiduciaries with tools to confidently navigate ownership structures, address real property considerations, and foster long-term stewardship.

Executive Education

We believe that effective stewardship requires continuous learning. Since 2022, Bone & Gray has invested over 300 hours annually in advanced training through programs at MIT, Harvard Business School Online, and the Heckerling Institute of Estate Planning. Our team’s education spans trust administration, estate planning strategies, real property analysis, alternative investments, and fiduciary best practices. We also maintain ongoing development through the ABA, CLOC, and other leading organizations supporting estate and wealth transfer professionals.

Fewer follow-ups. Happier clients.

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