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CSI, Inc. & Attorneys
You create the Trust; we administer it.
You remain the legal counsel.
CSI, Inc. (Comfort, Security, Independence) is Hawaii's best-kept secret for trust administration.
As a 501(c)(3) since 1987, CSI offers the following benefits to you and your clients:
- Neutral and experienced fiduciary services
- Reasonable rates
- No retainer
- No principle threshold (you're not required to have the standard $400,000)
- Quick turnaround time
- Excellent social service knowledge and experience
CSI offers the following services:
- Trust Service Administration
- Revocable Living Trusts
- Irrevocable Trusts
- Irrevocable Life Insurance Trusts
- Special Needs Trusts
- Personal Representative Services
- Conservatorships
>> Refer now
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> Attorneys > Overview | FAQs | Why CSI? | Refer Now
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Q: Does CSI make investments or do taxes?
A: No. CSI is not a replacement for these professionals.
In the clients’ best interest, CSI works with their attorneys,
CPAs and investment advisors while staying in its own
specialized area of expertise – financial oversight.
>> Read More FAQ’s
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Based on my personal experience in which my firm has worked in tandem with CSI, I recommend CSI, without reservation, to those in need of trustee, guardianship or conservatorship services - Scott A. Makuakane, Attorney,
Est8Planning Counsel LLLC
>> Read More Testimonials
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