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 is well known in the estate planning community for the quality of our service.
PBO Solutions has built a substantial database of financial forms and experience in the intricacies associated with funding trusts and we pride ourselves in meeting the needs of our clients through:
·Excellent Customer Service
PBO’s goal is to accurately and efficiently complete the funding of your living trust(s). We form a relationship with your law office that is as seamless as possible and eliminates the frustration of wasted time and energy.
October 3, 2019 marks PBO’s 20th anniversary! We’d like to take this opportunity to thank our clients for contributing to PBO’s success and look forward to providing many more years of trust funding services!!!