Estate · VennBoard for AEP®s
Multi-disciplinary estate work. After the marriage.
AEPs come from law, accounting, financial planning, insurance, or trust services — the multi-disciplinary credential reflects how estate planning actually works. VennBoard gives AEPs a coordination workspace that picks up where the divorce finishes.
AEP® on a matter
Accredited Estate Planner (AEP®)
- Restructure wills, trusts, and beneficiary designations post-decree
- Coordinate with the financial planner on funded-trust adjustments
- Update healthcare proxies and powers of attorney
- Document the chain of estate decisions for future review
- Audit log: every action timestamped & exportable
Jobs to be done
What a AEP® actually does — on VennBoard.
- Restructure wills, trusts, and beneficiary designations post-decree.
- Coordinate with the financial planner on funded-trust adjustments.
- Update healthcare proxies and powers of attorney.
- Document the chain of estate decisions for future review.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Updated Wills
Trust Restatements
Beneficiary Updates
Coordination Memos
Tools that fit your role
What VennBoard gives a AEP®.
Multi-Doc Update
Will, trust, proxy, beneficiaries.
Settlement Hand-Off
Facts arrive correct.
Cross-Discipline Workspace
Law + finance + tax + insurance.
Audit-Grade Records
Defensible later.
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.