What to Expect During Your First Trustee Meeting

1. What to Expect at Your First
Trustee Meeting

2. When you call to schedule your appointment,
they will tell you what financial documents to
bring to the meeting.

3. Prepare by collecting all
your documents together
and making a list of
questions to ask.

4. Meet with a certified
professional for your free
confidential non-judgemental
consultation.

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

6. The Trustee will inform you of your options, and
explain the benefits and drawbacks of each
decision. Ask your questions and make some
notes.

7. 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.

8. In Manitoba or Ontario visit
LCTaylor.com
Trustees are available to answer your questions at our
Winnipeg and Kenora locations.
Call us now to schedule your free consultation.