Estate · VennBoard for CEP®s
Plan the estate the divorce just rewrote.
CEPs focus on integrated estate-planning strategy — and a divorce rewrites every piece of an existing plan. VennBoard gives Certified Estate Planners a divorce-to-estate hand-off and a workspace that documents the new structure as it gets built.
CEP® on a matter
Certified Estate Planner (CEP®)
- Redesign the estate plan against the post-decree balance sheet
- Update gifting and trust strategies to align with the new family structure
- Coordinate with insurance and financial professionals
- Document the new plan with full provenance
- Audit log: every action timestamped & exportable
Jobs to be done
What a CEP® actually does — on VennBoard.
- Redesign the estate plan against the post-decree balance sheet.
- Update gifting and trust strategies to align with the new family structure.
- Coordinate with insurance and financial professionals.
- Document the new plan with full provenance.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Estate Strategy Memos
Trust Drafts
Gifting Plans
Coordination Records
Tools that fit your role
What VennBoard gives a CEP®.
Strategy Workspace
Estate strategy, not just docs.
Gifting Modeling
Tax-aware, family-aware.
Cross-Pro Coordination
Insurance + finance.
Provenance Records
Defensible into the future.
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.