PBO Solutions, LLC

Experience Matters

Since 1999, PBO has provided high quality,  cost effective funding services to law offices and trustmakers.  Trust funding is our sole mission at PBO Solutions.

Cost Effective 

PBO offers the benefit of over 26 years of trust funding experience without the cost of in-house funding.  Trustmakers and law offices receive one-on-one, personalized service to assist in the complex and time consuming process of funding trusts

Multiple Levels of Service

3 levels of funding services to meet the varying needs of clients:

Self-funding packets for clients looking to fund their trust(s) on their own or as a supplement to in-house funding for law offices 

Full Funding service keeps the law office as the point of contact with the client and PBO as a back office support

Client Direct Service works directly with the trustmaker(s) to ensure funding is completed as directed by the law office