Full Funding Service - $200 Base Administrative Fee plus $65 per funding action1
Client Direct Service - $400 Base Administrative Fee plus $65 per funding action1
Self-Funding Client Packets $350 – up to 10 funding actions1 $550 – 11 to 20 funding actions1 $800 – 21 to 30 funding actions1
ILIT Support $120 per year plus initial setup fee of $502
Estate Settlement Service $200 Base Administrative Fee plus $100 per asset
1 Funding actions with the same current owner, within the same institution and having the same ownership or beneficiary changes are counted as one action
2 Includes tickler to the donor 30 days prior to the due date of the gift and up to 6 notices to beneficiaries informing them of the amount of the gift and period of availability.
PBO Solutions, LLC PO Box 7637 129 West Rd. Cumberland, RI 02864 Phone: (401) 475-0400 Fax: (401) 475-0004 Email: funding@pbosolutions.com