Self-Funding Client Packets
Designed for the law office looking to ease the strain on your staff or a Trustmaker looking to fund your own trust, our customized funding packets contain the completed letters and forms needed to submit to the various companies to make ownership and beneficiary changes to the accounts being funded.
The law office or the trustmaker handles the follow up with companies to confirm the changes are completed.
This packets can be integrated into in-house funding practices to eliminate research and preparation time for your staff.
Self-Funding packets are ideal for clients who want to handle the funding on their own . The packet gives them everything needed to get the process started and increase the success rate for funding.
Full Funding Service
Designed for law offices looking to retain control of their clients' funding process, our Full Funding Service acts as your back office. Funding packets containing letters of instruction, forms and specific instructions are mailed to the law office. Your staff meets with the client for signing and returns the executed packet to PBO for processing. We submit the documents to the companies, follow up on confirmations and your office remains the point of contact with the client.
Trust Funding Options include:
Our Client Direct Service is an upgrade to the Full Funding Service. Rather than the law office being the point of contact throughout the funding process, PBO will work directly with your clients by sending the funding packet to them and working with the clients to ensure the documents are signed and returned. PBO will then remain in contact with the clients to gather all confirmations and provide the law office with notification of funding completion, along with copies of confirmations received.
This option removes the majority of the burden from your office staff while still updating you on the progress along the way.
We also offer Estate Settlement Services for funding to Marital and Family Trusts. Contact PBO for more information
Do you have an estate planning task that is weighing down your staff's productivity? Contact PBO and we can work on a customized service specific to your office needs!