About CSIContact CSIFAQsContact CSI



Home  > FAQs > FAQs |  Rates |  Why CSI? |  Resources


Frequently Asked Questions (FAQs)


  • How does CSI help people?

  • How safe are the assets? Can they be lost or stolen?

  • Does CSI make investments or do taxes?

  • How does CSI charge?

  • Does CSI provide social services or nursing care?

  • How can CSI help someone with dementia?

  • What happens if the assets run out?

  • How do I know CSI is trustworthy?

  • How do I sign up for CSI’s services?






    How does CSI help people?
    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.






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





    Does CSI make investments or do taxes?
    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.





    How does CSI charge?
    For our affordable hourly fees, click here.





    Does CSI provide social services or nursing care?
    No. CSI coordinates with these professionals in order to serve the client. CSI can also refer clients to local agencies that provide direct health care and social services.





    How can CSI help someone with dementia?
    A family member or guardian must already have legal authority to make financial decisions on behalf of the client.





    What happens if the assets run out?
    CSI will notify the caregivers in advance. With its extensive network, CSI will help identify and transition the client to the most appropriate organization.





    How do I know CSI is trustworthy?
    CSI is regularly appointed by Hawaii's courts to serve as Trustee or Conservator to help safeguard the assets of others. It oversees more than $32 million of assets and is a fiduciary organization which is regulated and audited.





    How do I sign up for CSI’s services?
    Click here, call (808) 538-0353 or email info@csihawaii.org.






  • Q: What happens if the assets run out?
    A: CSI will notify the caregivers in advance. With its extensive network, CSI will help identify and transition the client to the most appropriate organization.

    >> 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


    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
    Site design by Schweitzer Consulting