what to expect during your first trustee meeting
DESCRIPTION
What to Expect During Your First Trustee MeetingTRANSCRIPT
![Page 1: What to Expect During Your First Trustee Meeting](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/1.jpg)
What to Expect at Your FirstTrustee Meeting
![Page 2: What to Expect During Your First Trustee Meeting](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/2.jpg)
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](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/3.jpg)
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](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/4.jpg)
Meet with a certified professional for your free
confidential non-judgemental consultation.
![Page 5: What to Expect During Your First Trustee Meeting](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/5.jpg)
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](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/6.jpg)
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](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/7.jpg)
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](https://reader036.vdocuments.net/reader036/viewer/2022062514/558c2737d8b42a29158b4627/html5/thumbnails/8.jpg)
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.