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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, or print it 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 


Rodnunsky & Associates in The Bay Area:

Rodnunsky & Associates

555 Twin Dolphin Drive, Suite 330

Redwood Shores, CA 94065

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 never shared with outside sources.​

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