 |
Rates
CSI, Inc. performs different functions for its clients based on their needs.
$140/hr Rate
- Durable Power of Attorney (Agent)
- Conservator
- Executor/Personal Representative
- Court Appointed Successor Trustee
Financial Assistance available based on income level
|
|
|
|
Q: How does CSI help people?
A: Similar to the trust division of a bank, CSI helps
protect the assets of those who may be vulnerable
to financial loss by providing ongoing oversight. As a
neutral third party, CSI provides responsive, accurate
bookkeeping services.
Professionals refer their clients to CSI because it is
knowledgeable, efficient and trustworthy. Caregivers
choose CSI because it provides a cost-effective way
to focus on their loved ones’ well-being instead of their
financial affairs.
>> Read More FAQ’s
|
|
|
| |
|
|
 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
|
|
|
|
