Estate settlement can be delayed by months, or longer, because of the amount and level of detail necessary to prepare the required documents.  Let PBO Solutions greatly reduce that timeline by providing all the documents needed for retitling of client assets into Marital or Family Trusts. 

Click below for more information on what to submit to PBO for Full Funding Settlement Services as well as our fee schedule:

Contact PBO for details and fee structures for our Estate Settlement Client Direct Service or Estate Settlement Self Funding Packets.