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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:
- Convenience. To reduce the burden on family and friends.
- Transparency. CSI provides regular, ongoing accounting reports to the client and/or the client�s attorney.
- Efficiency. CSI focuses solely on the client. Tasks are finished promptly without details being overlooked.
- Preparation. CSI helps create and organize a lifetime budget.
- Experience. CSI specializes in the client�s unique needs. It can easily navigate the many agencies and regulations within the client�s network.
- Checks and balances. CSI uses best practices and is overseen by a Board of Directors.
- Protection. Funds are held in FDIC-insured organizations (never held by CSI).
- Visibility. CSI operates under a clear, concise agreement that defines all roles.
- Coordination. CSI consults with the client�s professionals such as attorneys and CPAs to help streamline taxes and/or legal counsel.
- 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
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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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