Elder · VennBoard for CASL®s
Aging across two households. Planned with care.
Late-life divorce (‘gray divorce’) and aging-parent planning often intersect on the same case. VennBoard gives Chartered Advisors for Senior Living a workspace that respects the complexity of planning across longevity, housing, healthcare, and family structure.
CASL® on a matter
Chartered Advisor for Senior Living (CASL®)
- Model long-term-care funding under proposed settlement terms
- Plan housing transitions (downsize, CCRC, in-home) post-decree
- Coordinate with elder-law attorneys on Medicaid eligibility
- Maintain a longitudinal plan across aging milestones
- Audit log: every action timestamped & exportable
Jobs to be done
What a CASL® actually does — on VennBoard.
- Model long-term-care funding under proposed settlement terms.
- Plan housing transitions (downsize, CCRC, in-home) post-decree.
- Coordinate with elder-law attorneys on Medicaid eligibility.
- Maintain a longitudinal plan across aging milestones.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
LTC Funding Models
Housing Transition Plans
Medicaid Eligibility Memos
Aging-Milestone Trackers
Tools that fit your role
What VennBoard gives a CASL®.
LTC Modeling
Built for divorce + longevity.
Housing Workspace
Downsize, CCRC, in-home.
Medicaid Coordination
Eligibility-aware.
Longitudinal Plan
Across milestones.
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.
