Merely establishing a trust, in and of itself, does not mean an individual(s) will fully achieve the benefits associated with a trust. A trust agreement must also be funded and many estate planning professionals feel they are at risk if their clients' trusts are not fully funded. PBO Solutions has been specializing in the funding of trusts since 1999 and can be easily integrated into existing estate planning processes.
We currently provide three main funding services and will work closely with your office to ensure a seamless process is established. All service options provide a complete easy to follow packet including the letters, forms and instructions needed to retitle assets and designate beneficiaries according to your instructions. PBO forwards all signed documents to the institutions and obtains confirmations that the changes have been completed for both Full Funding and Client Direct Services. For our Client Direct Service, we work directly with the client removing the burden of inhouse funding with your office. Our Self Funding Packets provide clients, who have the potential of completing their funding actions without the need for very much assistance, the documents and instructions to effectively fund their own trusts.