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CSI Overview

CSI, Inc. (Comfort, Security, Independence) is a 501(c)(3) charitable non-profit organization which provides protective financial oversight for Hawaii's elderly and disabled populations. It has been doing so since 1987, and currently serves more than 100 Hawaii residents with subsidized or low-cost services on the island of Oahu.

CSI provides fiduciary services to a growing gap group of Hawaii's most fragile and vulnerable residents who do not qualify for assistance with their financial affairs. These are clients who do not qualify for a bank to serve as trustee because they do not meet the asset threshold, but they are not necessarily impoverished. An estimated 80-90 percent of CSI's clients are not eligible for subsidized services through the Office of Public Guardian (OPG). At the same time, these vulnerable clients are all incapacitated in some way; whether by dementia, Parkinson's Disease, Alzheimer's, or other mental and physical limitations. Serving this gap group of clients meets a crucial community need.

CSI provides fiduciary services:
  • Court Appointed Trustee

  • Conservatorship

  • Personal Representative

For most clients, CSI provides Day-to-Day Financial Management including:
  • Bill paying
  • Bank reconciliation
  • Preparing and delivering bank deposits
  • Organizing tax documents and other paperwork
  • Negotiating with creditors
  • Filing court accounting
  • Deciphering medical insurance papers and verifying proper processing of claims
  • Providing referrals to legal, tax, and investment professionals

Q: How does CSI help people?

A: CSI helps protect the assets of those who may be vulnerable to financial loss by providing oversight. CSI provides fast and accurate personal bookkeeping and acts as a neutral third party in handling family assets. Professionals use CSI because it is knowledgeable, fast and accurate. Families use CSI because it allows them to focus on their loved ones instead of their financial affairs.

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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