Clarity tools for confident decision-making.
A Library of Resources
Managing trusts, estates, and inherited real property requires precision, insight, and timely action. Bone & Gray provides practical resources to support heirs, trustees, and advisors as they navigate entity structures, asset management, and generational wealth transfer.
Our library of checklists, guides, and articles is designed to streamline complex information—helping you stay informed, organized, and ready to lead with confidence.
Heir Readiness Checklists
Checklist - PDF
Heirs and New Trustees Checklist
Checklist - PDF
Real Estate Edition Checklist
Checklist - PDF
Business Entity Edition Checklist
Guides to AI Use
Introductory Checklist
Want to begin leveraging AI for your financial needs but don’t know where to start? Try this introductory checklist!
Professional Support, When It Matters Most
These resources complement the expertise of attorneys, fiduciaries, and financial advisors—equipping families and stewards with the clarity needed to engage effectively, make informed decisions, and uphold their role in complex estates.