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CSI, Inc. & Attorneys
Attorney FAQs

Q: What is CSI's minimum asset criteria?
A: There is no asset threshold. Clients are accepted on a case-by-case basis. Each account is reviewed thoroughly to determine if CSI is the best fit.

Q: What is the process for accepting a new client? How long does the process usually take?
  1. CSI will request basic information about the client.
  2. Within three working days, CSI will review the initial referral and follow up with any additional questions.
  3. Next, a CSI Financial Case Manager will contact the referring party to request an initial meeting, if there are no immediate concerns or potential conflicts.
  4. CSI will offer you and/or your client a free consultation.
  5. Lastly, CSI will determine if the case can be accommodated and notify you.
Q: What are your rates?
A: We generally charge $140 per hour.

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Home  > Attorneys > Overview | FAQs |  Why CSI? | Refer Now


Q: How safe are the assets? Can they be lost or stolen?
A: CSI is never in direct possession of financial assets. They are kept in FDIC-insured institutions.

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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]
www.CSIhawaii.org | Phone: 808.538.0353 | Fax: 808.523.7077