New Client
Estate Planning Form

STEP 1: Click on the R&A Trust Questionnaire.pdf button to the right. 

This is a fillable PDF. Fill out the form.

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STEP 2: Save your filled out form to your computer, indicating your first and last name in the title when you save it.

 

Step 3: Send the form as an attachment in an email to your attorney, or if you do not have an attorney yet, print the form and bring it with you to your scheduled meeting. You may also print your form and fax it to our main office at 818-737-1089, or mail it to: 

 

Rodnunsky & Associates in Woodland Hills:

Rodnunsky & Associates

5959 Topanga Canyon Blvd., Suite 220 

Woodland Hills, CA 91367 

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If you are unable to fully fill out the form, it's not a problem. Upon receipt, your form will be reviewed by an R&A team member who will be in contact with you. You will have ample time to access any missing information and your attorney will help you through this process.

 

Your information is confidential and is never shared with outside sources.​