Digital Instruction Taking with The Estate Questionnaire

Part of The Arken Instruction Hub

The Estate Questionnaire speeds up instruction-taking and integrates with Arken Professional for smoother document drafting workflows and less data entry. With 24/7 access, clients can complete the questionnaire at their convenience, resulting in more accurate data and ensuring you capture essential information quickly and effectively.

Time is Valuable.
Faster Instruction Taking & Document Drafting

The Estate Questionnaire works with Aken Professional and helps you to:

Increase Efficiency

Gather comprehensive information and push it into your Arken Professional Will drafting software.

Improve the Client Experience

Clients can provide instructions at their own pace, securely, and from anywhere.

Enhance Data Accuracy and Security

Reduce human error and spelling mistakes and store client data securely in the cloud.

Build Flexible Workflows

Use it in a variety of ways across your business to help streamline processes.

Work Smarter with Arken

You can use the Arken Estate Questionnaire in several ways to improve and digitise a number of different data collection processes across your business.

Streamline the In-House Team

Give your consultants, paralegals, telephony team or receptionists the link to start or complete the process with your clients.

Create Convenience for The Client

Digitally invite your client to complete the Estate Questionnaire anytime, on any device, from anywhere.

Generate New Leads

Promote a link to the Estate Questionnaire on your social media, in your marketing emails or on your website to generate new leads.

Support External Consultants

To collect the right information first time around whilst maintaining data security and tight user controls.

Highly Customisable

Customise your questionnaire by selecting the areas of information you want to collect. Apply your brand to your questionnaire and system emails too, add your logo and your brand colours to the questionnaire and email footers.

Clear and Easy User Journey

Make it easy for your clients, paralegals, consultants or agencies to capture the information required to complete comprehensive estate plans. Helpful guides and videos are available within the questionnaire to walk people through what each area requires.

Push Data Through to Arken Professional

Streamline workflows and save time re-keying data by pushing the information you collect through to your Will drafting software, Arken Professional.

The Estate Questionnaire is Part of The Arken Instruction Hub

The Estate Questionnaire is included in the Arken Instruction Hub, which is available as two separate packages for individual purchase:

The Arken Instruction Hub

  • The Estate Questionnaire

  • Estate Hub (a client portal)

The Arken Instruction Hub Plus

  • The Estate Questionnaire

  • The Estate Hub

  • Confirmation of Instructions Letter

  • Quote Builder

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Transform your Instruction Taking Process

  • Faster instruction-taking and document drafting
  • 24/7 access for client convenience
  • Reduced errors and data security
  • Scalable, flexible workflows to handle more clients with ease
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You’re In Safe,
Supportive Hands

Adopting new technology doesn’t have to be time-consuming or painful. With your very own Customer Success Manager, how-to videos, monthly training, and expert support through multiple channels, digitising your practice using Arken is easy.

Arken Legal is a Trusted Supplier to Industry Leaders

  • Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too.” 

  • “Arken’s Will Writing Software helps us to effectively manage our precedents, provide a better client experience and unify our processes across our offices. We are also able to draft our documents much faster than before and Arken’s wider toolset has helped us streamline in more areas and create better looking, comprehensive outcomes for our clients.”

  • “We did a careful review of available solutions and chose Arken, as it has a very user-friendly and intuitive user experience, helped us with an improvement in our working practices, introduced time efficiencies and facilitated our ability to standardise our processes and mitigate our risks. The support team at Arken are excellent – very responsive and invested time to understand our needs. We had extensive support before and after going live. Arken is very easy to use, the templates are consistent and we have reliable support.” 

  • “Following a well-planned and successful implementation, we are delighted to see how the Arken software has enabled us to streamline our approach to Will drafting. We are now producing consistent Wills which use uniform clauses across all of our lawyers. The commentary document which complements the drafted Will is extremely helpful to our customers.”

  • “Arken Professional has significantly improved the speed in which I’m able to produce Wills and associated documents, but without compromising on quality. Saving time re-keying data and ensuring consistency across documents has allowed me to focus on other important areas such as client retention and new business.”

  • “Arken Professional is the superior product in the market. We’ve used other solutions before, but nothing can compare to its quality, efficiency and flexibility.”

  • “I have been using Arken Will writing software for a number of years, and have found it excellent, and easy to use. The support from the office has been exceptional whenever I have needed it, with a quick response and great patience at times. I would certainly recommend the software and also the company without any hesitation.”

  • “Coles Miller’s Private Client department have used Arken’s Intelligent Documentation Creation suite since its inception and have found it a comprehensive drafting tool enabling us to create plain English documents in an efficient and cost effective manner. The Arken product is easy to pick up and has resulted in considerable time savings in creating Wills and Lasting Powers of Attorney. I would thoroughly recommend”

  • “We have found Arken to be a valuable tool for our private client team in terms of efficiency and consistency and we would highly recommend it to law firms looking for a professional solutions.”

  • “The whole team have found the Arken system very easy to use and it is very user friendly. The initial and ongoing support and training provided is excellent. Using the system saves a lot of time on data inputting, especially on the LPA drafting. It produces clear explanatory documents for all our Clients to understand. I would highly recommend the system. 

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Arken Product Suite

Arken provides a suite of products that help organisations in the Wills & Trusts industry innovate, digitise and achieve greater efficiency to compete in an ever-changing market.

Will Writing Software

Draft simple & complex Wills in minutes with cloud-based software that streamlines processes and minimises risk.

Learn More

Trust Software

Build IV Trusts in just a few clicks and complex Trust tax reports with ease.

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Online Wills

Your clients can create their own Wills online in minutes, for a nominated fee.

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Professional Wills Scotland

Based in Scotland? We also have comprehensive Will writing software suitable for Scottish users.

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Intestacy Lead Generator

Show potential clients what would happen if they died without a Will.

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Arken Vault

Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets.

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Partnerships & Integrations

Centralise client data, tools, and documents and automate tasks across systems.

Learn More

Got a Question About The Estate Questionnaire?