Client Forms


Preparing Your Documents


Fill Up Our Client Questionnaire To Get Started

Your convenience is a priority at Judith P. Kenney & Associates. We have provided here a client questionnaire in PDF version to help you prepare your documents. Please fill it out and bring it with you to our initial meeting or send it to us as an email attachment.
At present, this works on Internet Explorer 11, which is shipped with Windows 10, but not on Microsoft Edge. It also works with Safari for Windows.

For other browsers - To get it to work on Mozilla Firefox, you need to go to the "Menu", choose “Options”, and then “Applications”. In the “Applications” window, you need to scroll down to “PORTABLE DOCUMENT FORMAT” on the right and choose Adobe Reader on the left as the default. In Google Chrome, you need to go to “Chrome://plugins”. Write this where you would normally write a search or a web address and then disable the Chrome PDF viewer. The browser then defaults to Adobe Reader.

If you're having trouble, save the form to your desktop and open it with Adobe Reader. You should be able to fill it in and use the "Mail To" button at the top of the page. Please do not hesitate to call us if you have any questions. Be aware that you may need to update your Adobe Reader to get a fillable form. Below is the link to install the newest version of Adobe Reader as well as a link to a glossary which defines the various agents for your documents.
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