Experience the

Difference

Why should I outsource my legal

operations to Bone + Gray?

  • Efficiency

    Outsourcing legal operations allows estate attorneys to focus on core legal tasks while offloading administrative duties to specialized professionals, thereby increasing overall efficiency.

  • Expertise

    Outsourced legal operations firms often have specialized expertise in trust and estate administration, ensuring that tasks are handled with precision and compliance with relevant laws and regulations.

  • Scalability

    During periods of high workload or when faced with complex cases, outsourcing provides the flexibility to scale resources up or down as needed without the overhead costs associated with hiring and training additional staff.

  • Cost-effectiveness

    Outsourcing legal operations can be more cost-effective than maintaining an in-house team, as it eliminates expenses related to salaries, benefits, office space, and equipment.

  • Focus on Core Competencies

    By delegating non-legal tasks such as document management, communication coordination, and administrative duties, estate attorneys can dedicate more time and energy to providing high-quality legal counsel and building client relationships.

  • Access to Technology

    Outsourcing firms often leverage advanced technology and software solutions for task management, document storage, and communication, providing estate attorneys with access to cutting-edge tools without the need for significant investment.

  • Risk Management

    Outsourced legal operations firms often have robust quality control measures in place, reducing the risk of errors or oversights in document preparation, review, and compliance.

Overall, estate attorneys use outsourced legal operations to streamline their workflow, improve productivity, reduce costs, and ensure that their clients receive the highest level of service and expertise. Bone + Gray also serves attorney-referred clients who need either a Licensed Fiduciary or professional expertise to organize and assist the family trustee in the administrative aspects of their trust management. Please contact us to discuss. Customized pricing available.

Why Should I Choose Bone + Gray

High Tech, Human Touch

We employ cutting-edge technology to provide top-tier legal operations, utilizing platforms such as ClioManage®, Docusign®, ShareFile®, and Quickbooks Online for Accountants® (QBOA). Our firm adheres to strict policies concerning confidentiality, encryption, and the use of AI, ensuring the utmost security for our clients' data. Throughout our processes, we prioritize the human aspect, never losing sight of the individual behind each legal matter.

Professional Credentials

  • California Licensed Professional Fiduciaries

  • National Certified Guardians (CGC)

  • American Bar Association (ABA) Affiliates

  • Corporate Legal Operations Consortium Members (CLOC)

  • HBSO Certificates of Specialization in Finance and Accounting

  • Professional Fiduciary Association of California members

  • Quickbooks ProAdvisor, Elite

Wealth of Experience

As experienced fourth-generation property investors, we grasp the intricacies of intergenerational wealth transfer. Our specialty is RPTE legal tasks, and in 2024 alone, we've overseen the management and allocation of assets exceeding $115 million. Proficient in handling portfolios of all scales, we support attorneys and their clientele in the operational management of trusts and estates. Our focus allows us to collaborate seamlessly with professional partners such as CPAs and commercial real estate brokers, and vet third-party professionals for property management, cost segregation, and estate auctions.

Executive Education

In 2022, we established a company-wide commitment to yearly executive education through MIT, Harvard Business School Online (HBSO), and the Heckerling Institute of Estate Planning. Since then, our team has consistently exceeded 300 hours annually in both formal and continuing education. This comprehensive training encompasses a diverse range of topics relevant to legal operations, including trust accounting, alternative investments, estate administration, cybersecurity for legal professionals, GST trust funding, and negotiations. Alongside our engagements with MIT and HBSO, our team regularly pursues CEUs through ABA, CLOC, and other leaders in the RPTE-law and legal-management fields.

Still have questions?