what to expect during your first trustee meeting

8
What to Expect at Your First Trustee Meeting

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What to Expect During Your First Trustee Meeting

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Page 1: What to Expect During Your First Trustee Meeting

What to Expect at Your FirstTrustee Meeting

Page 2: What to Expect During Your First Trustee Meeting

When you call to schedule your appointment, they will tell you what financial documents to

bring to the meeting.

Page 3: What to Expect During Your First Trustee Meeting

Prepare by collecting all your documents together

and making a list of questions to ask.

Page 4: What to Expect During Your First Trustee Meeting

Meet with a certified professional for your free

confidential non-judgemental consultation.

Page 5: What to Expect During Your First Trustee Meeting

The Trustee will review your financial situation and ask questions about your bills

and assets.

Page 6: What to Expect During Your First Trustee Meeting

The Trustee will inform you of your options, and explain the benefits and drawbacks of each

decision. Ask your questions and make some notes.

Page 7: What to Expect During Your First Trustee Meeting

Consider your choices. Talk to your spouse or friends. You are under no obligation to that

Trustee, but now you know what you can do to fix your financial situation.

Page 8: What to Expect During Your First Trustee Meeting

In Manitoba or Ontario visit LCTaylor.com

Trustees are available to answer your questions at ourWinnipeg and Kenora locations.

Call us now to schedule your free consultation.