Estate Planning Questionnaire

STEP 1: Click on the R&A Trust Questionnaire 2015.pdf button below and either download the PDF, print it out and fill it in by hand

OR

Click on the R&A Trust Questionnaire 2015.pdf button below and if your computer gives you the option of "opening with a different browser," select that option, and open the form using Adobe Reader, and fill in the form electronically.


STEP 2: Print your filled-out form and fax to 818-737-1089 or mail to:


Rodnunsky & Assoicates

5959 Topanga Canyon Blvd., Suite 220

Woodland Hills, CA 91367


Or for San Mateo:

Rodnunsky & Associates

2000 Alameda De Las Pulgas, Suite 154

San Mateo, CA 94403


The form will be reviewed by an R&A team member who will be in contact with you. Your information is confidential and is not shared with outside sources.



Woodland Hills Long Beach Orange

San Mateo