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Case Study: Viive Planning



We sat down with the Founder and CEO of Viive Planning, Mallory McGrath, to learn about how the implementation of SideDrawer has benefited her family-first, open dialogue communication approach to aging & end-of-life planning.

Mallory McGrath was an early adopter of SideDrawer, and her feedback has resulted in many positive changes around the features and functions of the platform. As the CEO of Viive Planning, Mallory’s goal has been to create a new way to help families plan and implement their estate planning - going as far as describing it as “aging and end of life planning.” This holistic approach has proven successful, and Viive Planning continues to attract new clients.

Please click here for the full Case Study.