Estate settlement can be delayed by months, or longer, because of the amount and level of detail necessary to prepare required documents. Let PBO Solutions supply all the documents needed for the retitling of client assets into Marital or Family Trusts or to arrange distribution. Just submit your case data in the same format as outlined in our Working Effectively with PBO guide and we will save your office the time and money involved with in-house services.
PBO Solutions, LLC PO Box 7637 129 West Rd. Cumberland, RI 02864 Phone: (401) 475-0400 Fax: (401) 475-0004 Email: email@example.com