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  • Writer's pictureTroyer & Good, PC

What Should I Bring to an Initial Meeting with Troyer & Good, PC?

Updated: Feb 12, 2019

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Conference Room at Troyer & Good, PC

So you've scheduled an appointment with our office. That's great! We look forward to meeting you. Our attorneys at Troyer & Good, PC can help you in several areas: estate planning, estate administration, elder law and Medicaid planning, and guardianship. Attorneys Tracy Troyer and Leah Good have a combined experience of over 35 years and are well-practiced in these areas of law.

This visit may be your first time meeting with an attorney so what should you bring to your appointment? This article discusses what you should bring to your first meeting with us:

Estate Planning

With an estate planning appointment, we may be helping you create a Trust, Will, Power of Attorney, or Advance Directives for Health Care - or all of the above! Our attorneys strive to communicate clearly with our clients. We want to understand your situation and wishes so that we can create estate planning documents that fit your lifestyle.

Perhaps you already have an estate plan in place and need to update the documents or review them to make sure they're current. If so, bring your current estate planning documents with you to your appointment. Whether you are new to estate planning or would like to revise your current estate planning documents, you should have a good idea of your assets and liabilities. Also, we will need the legal names of anyone you wish to name in your documents.

Estate Administration

At Troyer & Good, PC, we understand that losing a loved one is a difficult process. We want to make the legal and financial side of that process as easy and seamless as possible for you. We will work closely with you to guide you through and demystify the administration process.

If the deceased person had a Last Will and Testament and/or Trust, please bring those original documents with you to your appointment. It may take a lot of time and effort to gather these documents so it is okay if you do not have them with you at your initial appointment. Eventually, we will need the death certificate, names and addresses of all heirs, account statements for all accounts and assets, and any Deeds.

Elder Law and Medicaid

If you or a loved one need nursing home care now or in the future, our attorneys can help you. If you are coming to us early, we can devise a Medicaid plan to safeguard your assets and preserve your legacy. Even if you are coming to us at the time of admission to a skilled care facility, our attorneys can take advantage of planning techniques that will maximize the benefits available to you and your family.

If you are not yet ready to apply for Medicaid, please have in mind your assets and liabilities and bring any current estate planning documents with you. If you are applying for Medicaid, we will eventually need all of the following documentation: IDs (driver's license, social security card, birth certificate, marriage license, etc), income and asset information (social security statement, pension statement, bank statements, brokerage statements, real estate Deeds, automobile titles, etc), Power of Attorney, and insurance (health insurance ID and Medicare card). You can find the complete list on our website here.


Our lawyers at Troyer & Good, PC are very familiar with the Court process and can assist you in getting guardianship of a minor or incapacitated adult. A minor is someone under the age of 18. An incapacitated adult could include an elderly person with dementia, a developmentally disabled person, an accident victim, or a mentally impaired individual.

If the person who is in need of a guardianship has income or assets, please bring the income and asset information. You should bring any current estate planning documents, if there are any. We will also need the names and addresses of those closely related to the incapacitated person or minor. 

If you're still unsure about what to bring to your appointment, give us a call. We are happy to help you in any way we can. If you need to schedule an appointment with us, you can do so here or call 260-440-3241.

You can find more information regarding each area of law at our website. If you can't find what you need, check out our blog. Our blog contains detailed information and answers to commonly asked questions within these areas of law.


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