“Our office funded client trusts in-house for several years. The process was extremely frustrating, time consuming, and expensive. The clash between billing fixed fees for planning while feeling the need to bill hourly plus expenses for funding was jarring, and not supportive of good client relations. We were constantly cutting fees while finding it nearly impossible to ever complete the funding of our clients' non-real estate accounts.
We now use PBO Solutions, LLC for funding of non-real estate accounts. The duration of the process is now finite and reasonable, on average being about 1/3 to 1/2 of the formerly typical 6-9 months.
The staff at PBO knows what they are doing, and have access to all the right forms. They know the quirks of dealing with different companies. PBO drafts the letters to the companies (under our instructions) then follows up with the companies to confirm that the asset has been funded into the client's trust. They are relentless with follow-up, something that's virtually impossible in a small but busy law office.
Best of all, working in partnership with PBO, we can provide services and show the value to the clients in a way that hourly rate detailed billing can't. We get to counsel about reasons for funding and typical problems. The clients still see us assembling the data from them. And they see all the correspondence. But when there are difficulties, they can see it against the backdrop of all our efforts. They know we and PBO are working for them.
Without reservation, I recommend giving PBO Solutions, LLC a chance to show what they can do for your clients and firm!”
David M. Frisse
Frisse & Brewster Law Offices, LLC
Paris, IL and
Terre Haute, IN
“Our 5 year relationship with PBO Solutions has provided our firm with a reliable, cost-effective way to manage daunting process of trust funding. PBO has easily integrated into our office procedures and serves as an extension of my office staff. I am continuously kept up to date with the status of cases with their monthly account summaries and timely response to questions. PBO Solutions provides first class service at every step of the process."
David B. Freyman
Freyman & Maltagliati, P.C.
St. Louis, MO
“Our law firm has been using PBO Solutions for several years and they've been wonderful! PBO Solutions has proven to be a time effective decision for us by allowing our staff to focus on more pertinent client matters. Their reliability, timeliness, and organization leaves our firm confident, I would recommend them to anyone.” Julie O'Dellick
Director of Client Services,
Jan Copley Estate Planning Attorney
Pasadena, CA
“I always recommend PBO Solutions as the most professional, efficient and cost effective way to fund the trusts of my clients and provide written verification of funding. My trust in PBO is based upon years of dealings with them in comparison to other funding services with whom I have not been satisfied. So many thanks to PBO for providing a solution to what I describe to clients as the #1 trust planning problem.”
Michael J. Wittick Law Offices of Michael J. Wittick, a Professional Law Corporation
Irvine, CA
PBO Solutions, LLC PO Box 7637 129 West Rd. Cumberland, RI 02864 Phone: (401) 475-0400 Fax: (401) 475-0004 Email: funding@pbosolutions.com