Estate · VennBoard for CTEP®s
Trusts that survive a divorce. By design.
CTEPs specialize in trust-centric estate planning — the kind of work that often becomes contested in high-asset divorces. VennBoard gives Chartered Trust and Estate Planners a workspace where the trust analysis and the divorce facts coexist with the right boundaries.
CTEP® on a matter
Chartered Trust and Estate Planner (CTEP®)
- Analyze existing trusts for marital-property implications
- Restructure or settle trusts post-decree where appropriate
- Coordinate with trust litigators when interests are contested
- Document trust changes against the divorce timeline
- Audit log: every action timestamped & exportable
Jobs to be done
What a CTEP® actually does — on VennBoard.
- Analyze existing trusts for marital-property implications.
- Restructure or settle trusts post-decree where appropriate.
- Coordinate with trust litigators when interests are contested.
- Document trust changes against the divorce timeline.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Trust Analyses
Restatement Drafts
Settlement Strategies
Litigation Coordination
Tools that fit your role
What VennBoard gives a CTEP®.
Trust-Centric Workspace
Built for trust complexity.
Marital-Property Analysis
Where the divorce intersects.
Litigation Coordination
Hand-off when disputes appear.
Audit-Grade Provenance
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.