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Why CSI?

Why do people appoint CSI, instead of a friend or family member, to serve as an Attorney-in-Fact? Below are 10 reasons clients say they select CSI:

  1. Convenience. To reduce the burden on family and friends.

  2. Transparency. CSI provides regular, ongoing accounting reports to the client and/or the client’s attorney.

  3. Efficiency. CSI focuses solely on the client. Tasks are finished promptly without details being overlooked.

  4. Preparation. CSI helps create and organize a lifetime budget.

  5. Experience. CSI specializes in the client’s unique needs. It can easily navigate the many agencies and regulations within the client’s network.

  6. Checks and balances. CSI uses best practices and is overseen by a Board of Directors.

  7. Protection. Funds are held in FDIC-insured organizations (never held by CSI).

  8. Visibility. CSI operates under a clear, concise agreement that defines all roles.

  9. Coordination. CSI consults with the client’s professionals such as attorneys and CPAs to help streamline taxes and/or legal counsel.

  10. Affordability. CSI’s rates are well below those of trust companies, banks or attorneys. Some clients qualify for greatly reduced fees and CSI regularly donates services to clients. For CSI’s rates, click here


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.

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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
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CSI, Inc.: Comfort - Security - Independence
1164 Bishop Street, Suite 1505, Honolulu, HI 96813 [map]
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