The Viive Approach
When you first contact Viive Planning, we meet with you to learn about your goals and desires for your life, your family and your loved ones. We also explore how you envision your aging and end-of-life process. No matter what age or stage you are at in your life, it is important for you to share those views with the ones you hold most dear. It is Viive’s role to help you develop your Plan, discuss this Plan with those closest to you, and store this Plan securely to ensure that you and your family are prepared, no matter where life takes you.
After the initial meeting, we determine whether a collaborative family meeting is appropriate and beneficial. This meeting could include potential individual beneficiaries (and their spouses), and possibly any charities or professional advisors that may already be familiar with you. In case of conflict, family mediation is also an option. This important step allows you to participate actively in the structuring of your plan.
Implement & Guide
This allows Viive Planning to develop a comprehensive and customized plan that includes every priority element for you and your family, complete with target dates to ensure that things are done when they need to be, along with support from key expert partners that help with the execution of the plan. Executor Advisor services are also offered to aid the executor through the difficult process of administering their loved ones’ affairs and open communication with beneficiaries as to the administration process.