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Welcome to Serenitas Special Needs Planning in Los Angeles

Providing "Peace-of-Mind" through the comprehensive 

Special Needs Planning process

Overview

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Why Choose Us

Addressing Special Needs Planning comprehensively insures that all critical future planning areas are considered and work together.


This includes:

  • Legal planning
  • Government Benefit coordination
  • Budget/Financial planning 
  • Lifestyle planning


Knowing that all aspects of planning have been well thought out provides peace-of-mind to parents, families, and caregivers alike.

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How We Can Help You

Special Needs Trusts

Wills & Family Trusts

Guardianship / Conservatorship

Government Benefit coordination (Maximizing benefits)

ABLE accounts

Collaboration with other professional advisors



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Experience the Difference

All your planning needs met in one place. Work with a team of caring and experienced special needs planners with over 30 years combined experience. 

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Services

Comprehensive Special Needs Planning

Legal planning including Special Needs Trusts

Government Benefit coordination

Budget/Financial planning 

Lifestyle planning


Conservatorship filing

Conservatorship document preparation and filing

Community Educational Opportunities

Contact Us

Have some questions? Drop us a line!

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Available via phone, email, and video conference

Serenitas Special Needs Planning

California & Nationwide

(818) 231-6759 or (888) 447-2525