About Our Company

PBO Solutions was founded in 1999 by estate planning attorneys as a resource to law offices to reliably and efficiently perform trust funding functions which would otherwise be too costly and time consuming.  PBO forms a relationship with your law office that is as seamless as possible and eliminates the frustration of wasted time and energy.  Our 26 years of experience in funding have created a service which is not only efficient and cost effective, but capable of adapting to the needs and processes of your specific office.  

Honest & Effective Solutions for Funding Living and Irrevocable Trusts