Viive exists to help plan for your end-of-life and legacy. Explore our service packages and Trusted Partners, and learn how we will keep your family’s personal information safe and secure.

Viive Service Packages

At Viive, we understand that planning ahead can be a deeply personal, emotional and involved process whether you are planning for you and your family, or you, your family and your business or corporate affairs. No matter what your situation is, we have service packages that support your needs and help you realize your vision. Our packages ensure that all aspects of your personal and/or business affairs are included in your tailored Aging & End-of-Life Plan. This may include exploring personal goals, reviewing financial assets, facilitating meetings with loved ones and business associates, or involving Trusted Partners, as required.

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Phase 1 Aging & End-of-Life Plan

What Happens

We meet with you to hear your needs and understand your vision for your next stage in life or legacy.

With your participation, we start gathering information pertaining to your assets, liabilities, family and business partner dynamics, aging & end-of-life wishes. We audit documents, determine whether or which Trusted Partners may be involved and how your plan will be stored securely.

What You Get

  • A detailed Plan based on your needs and wishes
  • The sense of control from having a plan
  • The peace of mind from having access to Trusted Partners
  • The support to prepare for a meeting with your loved ones and/or business associates
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Phase 2 Trusted Partner Connection

What Happens

If requested, Viive can introduce some of our Trusted Partners to help support your Plan. Any introduction is strictly permission-based and with your full consent for document and plan sharing.

You also have the option to bring your own Trusted Partner(s) into the planning process with Viive.

What You Get

  • Peace of mind that your Plan is in the hands of professionals who understand your vision and are aligned in their approach to manage it
  • Time saved and stress reduced from having to do your own research and briefing of independent professionals
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Phase 3 Collaborative Meeting

What Happens

Feeling unsure of how to share your Plan with your loved ones, business partners or potential caretakers? This is why Viive exists. At this phase, we have established with you what your vision is, and we help you share it in a collaborative and productive way with the people who matter most to you.

Viive will help you prepare for the meeting(s), determine and coordinate who should attend and what topics will be addressed or will not be discussed. If needed, the meeting can be recorded in audio or video and kept with your Plan for added insurance in the future if required.

Some of the topics that will likely be addressed include: indicating who your desired Power of Attorney and Executor will be, how your assets & liabilities will be divided, plans for gifting in Will, plans for gifting prior to death, choices as you age (where to live, when and how to make the decision to move to assisted living (scenarios), financial decisions, how you want to be cared for from a health perspective, etc.).

What You Get

  • An opportunity to address life-altering and highly sensitive topics in a mediated meeting, with a professional to help guide the discussion, so that all involved feel heard, understood and validated.
  • A written summary of the meeting discussion
  • A recording of the meeting, stored with your customized Plan
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Phase 4 Periodic Review

What Happens

Based on your age, health and details of your Plan, we will determine how often Viive should be making contact with you to determine whether what you planned still works for you, whether you have been through any major life changes that could alter your Plan in any way, inform you of any changes that could affect your Plan, and take action accordingly. This can take place annually, bi-annually, or every three years.

What You Get

  • Removed burden of having to remember to update your plan
  • Live your life with the peace of mind of knowing that Viive is ensuring your plan remains updated and right for you.

Executor Advisor Series

This service exists to help appointed executors and/or family to manage the affairs and estate administration of a deceased loved one. Viive works with families across three possible scenarios.

Scenario 1Deceased was an existing Viive client and died with a Viive Aging and End-of-Life Plan and Will

What Happens

We meet with the designated Executor(s) according to the deceased’s Plan, in order to review necessary next steps, determine the involvement of various Trusted Partners and develop a list of what needs to be done by the designated Executor of the deceased.

What You Get

  • A list of next steps and action items for Viive and the Executor
  • A weekly, bi-weekly or monthly connection with Viive to update the to-do list progress
  • Time to focus on grieving without worrying about managing too much of your loved one’s affairs

Scenario 2Deceased was not an existing Viive client and died with a Will

What Happens

We meet with the designated Executor(s) according to the deceased’s Will and with the Executor permission, we start gathering information pertaining to the deceased’s assets, liabilities, family dynamics, business affairs (if applicable) and legacy wishes. We review documents, determine whether or which Trusted Partners may be involved, and establish next steps.

From there, we present a plan to the Executor for their agreement.

What You Get

  • A list of next steps and action items for Viive and the Executor
  • A weekly, bi-weekly or monthly connection with Viive to update on the to-do list progress
  • Time to focus on grieving without worrying about managing too much of your loved one’s affairs

Scenario 3Deceased was not an existing Viive client and died Intestate (without a Will)

What Happens

We set up a meeting with the deceased’s spouse, children, siblings or friends, depending on the person’s circumstances. In collaboration with a lawyer, we work with loved ones to determine who should apply to be Executor.

We then start gathering information pertaining to the deceased’s assets, liabilities, family dynamics, and any legacy wishes they may have shared. We audit documents, determine whether or which Trusted Partners may be involved, and establish next steps.

What You Get

  • A list of next steps and action items for Viive and the Executor
  • A weekly, bi-weekly or monthly connection with Viive to update on the to-do list progress
  • Time to focus on grieving without worrying about managing too much of your loved one’s affairs

Trusted Partners

Trusted
Partners

A unique element of Viive Planning’s model is our roster of Trusted Partners, who are experienced professionals in their field. They are integral to the entire planning process, both before death and after, and ensure that each family can obtain the services they desire and require.  Our partners include:

Core

  • Lawyers (estate, corporate, and real estate)
  • Financial Advisors
  • Accountants

Well-being

  • Grief counsellors
  • Family Mediators
  • Life Celebrants
  • Capacity Assessors
  • In-home care providers
  • Caregiver support

Ancillary

  • Real Estate
    • Real estate agents (residential and commercial)
    • Appraisers (personal property and real estate)
    • Downsizing & moving companies
    • Property inspectors
  • Personal Property
    • Asset valuation
    • Auctioneers
  • Business Assets
    • Business Valuators
    • Bankruptcy trustees
  • Gift Planners (for charitable giving)
  • Insurance
    • Life & critical illness insurance brokers
    • Property & casualty insurance brokers

Keeping Your Documents Secure

At Viive, we understand the critical nature of your legal and financial documents and we have partnered with SideDrawer, a highly secure cloud storage solution, to meet your needs.

About SideDrawer

SideDrawer is a secure life planning and organization 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. With a user-friendly interface, you can invite collaborators to help you with your documents allowing easy access to your trusted advisors and loved ones.

You can identify key contacts that you want linked to your important records, such as your advisors (i.e. lawyer, accountant, investment advisor, insurance broker, executor, power of attorney, etc.), so people with access to your SideDrawer will know who to contact in any eventuality.

The concept of SideDrawer was born out of a simple, yet impactful thought of "would my family know where all of my critical documents were if something were to happen to me?". This question impacts each and every individual, and we want to help solve that problem!

To learn more about how SideDrawer keeps your documents safe and secure, visit the platform