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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 financial forms for over 750 companies while not incurring the associated costs of in-house funding.

              Specializing in:

                   Funding Living Trusts
                   3 options to choose from:
                        - Full Funding Service*
                        - Client Direct Service
                        - Self-Funding Client Packages 

               Crummey Notices

               Estate Settlement Services


Remove the burden of inhouse funding from your office.
 With our
 "Client Direct Service"

PBO will work directly with the client.


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


    



PBO Solutions, LLC
PO Box 7637
129 West Rd.
Cumberland, RI 02864
Phone:    (401) 475-0400
Fax:        (401) 475-0004
Email: funding@pbosolutions.com