what to expect during your first trustee meeting
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What to Expect During Your First Trustee MeetingTRANSCRIPT
What to Expect at Your FirstTrustee Meeting
When you call to schedule your appointment, they will tell you what financial documents to
bring to the meeting.
Prepare by collecting all your documents together
and making a list of questions to ask.
Meet with a certified professional for your free
confidential non-judgemental consultation.
The Trustee will review your financial situation and ask questions about your bills
and assets.
The Trustee will inform you of your options, and explain the benefits and drawbacks of each
decision. Ask your questions and make some notes.
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.
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.