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PBO Solutions, LLC

The Professionals' Back Office

At PBO Solutions, we provide a secure, high quality funding service that treats every client with the same care and attention to detail that you expect from your own office staff.

We employ the highest levels of confidentiality.  Protecting your clients' data is our top priority.  We do not and will not share any client information with anyone outside of our organization.

PBO is a cost effective alternative to individual law firms dedicating the personnel resources required for funding services.  By outsourcing, you gain the benefit of our experience, proven methods and database of over 500 financial forms while not incurring the associated costs of in-house funding.

              Specializing in:

                   Funding Living Trusts
                   Crummey Notices
                   Estate Settlement Services

Currently offering a 5% discount to WealthCounsel and NNEPA members.


PBO Solutions, LLC
1800 Great Hope Dr.
Mt. Pleasant, SC 29466
Phone:    (401) 737-7410
Fax:        (401) 709-2526

Email: funding@pbosolutions.com