About Viive and our Services
What is Viive Planning?
Viive Planning is a service dedicated to helping families prepare for aging, end-of-life and legacy through a unique process that fosters collaboration, transparency and harmony.
What are the benefits of working with Viive?
Viive Planning’s mission is to help families avoid disagreements, resentment, secrecy or costly litigation when planning for end-of-life, by providing a comprehensive process and support system. This inclusive model helps preserve family relationships and wealth. Our service focuses on the human element and a family’s dynamics. Collective and collaborative planning among families can result in direct financial benefits along with improved emotional relationships.
How does Viive vet its Trusted Partners?
Many Viive Trusted Partners already have well-established working relationships with Viive’s Founder & CEO, Mallory McGrath. Others have come to Viive through referral and went through a lengthy multi-stage process. The first step of that process is to verify that each partner is in good standing with their professional association. Then we conduct detailed interviews to ensure that the core values of the Trusted Partner are aligned with Viive, that they offer a fairly priced and well executed service to our clients and that they work collaboratively with Viive, our clients and our clients’ families.
How do I know my Viive plan and my documents and information are stored securely?
At Viive, we understand the critical nature of your legal and financial documents and we have partnered with SideDrawer, a highly secure life planning and organization online platform that allows you to store, organize and share your personal and family information and important contacts – from any device – including banking, investments, identity, real estate and all other critical information. SideDrawer offers you the flexibility to provide as much or as little information as you like.
If I choose to securely store my Viive plan and documents online, can I access these files and add or remove them to/from the cloud?
With our Viive partner SideDrawer, YOU always control your data, grant permission to "edit", "view only" or "no access to details" to your trusted advisors or loved ones. You can always see who has access to your documents and revoke permissions at any time. You can also remove some files from your account if you deem necessary.
What happens to my Plan after I pass away?
Your Plan and all of your documentation, which will be stored with our highly secure cloud-based storage partner SideDrawer, will remain saved to their system. Access will be granted to your designated executor(s) so that they can review the information needed for them to conduct their role as Executor to your Estate. Once your estate is fully administered, instructions can be given to SideDrawer to safely and appropriately shut down the account and work with your Executor to determine what to do with your documents moving forward.
How much do your services cost?
We believe in flexibility and understanding when it comes to your needs. Each family situation is unique. We are open to discussions around fees. However, we have a set fee for Phase 1 which is dependent on whether or not an individual or family has a business or not. All other Phases are conducted on an hourly rate basis. Contact us to learn more.