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.
We have separated our Trusted Partners into three categories: Core, Ancillary and Well-being. We believe that all of the different types of service providers that can aid in ones aging and/or end-of-life journey are of great importance. However, each client will only require certainTrusted Partners to help them through their journey. We have categorized our Trusted Partners to ease our clients in understanding the significance of each category to a period of their life.
Core Trusted Partners are the types typically associated with traditional estate planning.
Ancillary Trusted Partners aid their clients with the steps and stages that typically come after working with Core Trusted Partners.
Well-being Trusted Partners are engaged to work with clients and their families, typically around the dynamics of family, grief and aging support.
Below is a selection from our Trusted Partner roster. To learn more about any of our Trusted Partners, please contact us today.