Financial · VennBoard for ADPA®s
Unmarried partners. Real legal complexity.
Domestic partnerships, civil unions, and unmarried co-parenting carry many of the same financial entanglements as marriage — and few of the same default protections. VennBoard gives ADPAs a workspace built for the unique financial-planning needs of unmarried couples, including separation events.
ADPA® on a matter
Accredited Domestic Partnership Advisor (ADPA®)
- Plan jointly held assets with explicit ownership documentation
- Coordinate beneficiary designations, healthcare proxies, and powers of atto…
- Model financial separation in the absence of a divorce decree
- Coordinate with family-law counsel on parentage and property questions
- Audit log: every action timestamped & exportable
Jobs to be done
What a ADPA® actually does — on VennBoard.
- Plan jointly held assets with explicit ownership documentation.
- Coordinate beneficiary designations, healthcare proxies, and powers of attorney.
- Model financial separation in the absence of a divorce decree.
- Coordinate with family-law counsel on parentage and property questions.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a ADPA®.
Unmarried-Couple Templates
Built for the real legal landscape.
Title-and-Beneficiary Audit
Catch defaults that hurt.
Separation Modeling
Without divorce-decree defaults.
Cross-Pro Coordination
Family law + financial + estate.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.