New Client
Estate Planning Forms

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

This is a fillable PDF. Fill out the form.

STEP 2: Save your filled-out form to your computer, indicating your first and last name in the title when you save it. Send the form via email as an attachment to your attorney. You may also print-out 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 

 

Rodnunsky & Associates in San Mateo —

Rodnunsky & Associates

2000 Alameda De Las Pulgas, Suite 154

San Mateo, CA 94403

Upon receipt, your 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.​