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
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
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 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.
Trust Software
Build IV Trusts in just a few clicks and complex Trust tax reports with ease.
Online Wills
Your clients can create their own Wills online in minutes, for a nominated fee.
Professional Wills Scotland
Based in Scotland? We also have comprehensive Will writing software suitable for Scottish users.
Intestacy Lead Generator
Show potential clients what would happen if they died without a Will.
Arken Vault
Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets.
Partnerships & Integrations
Centralise client data, tools, and documents and automate tasks across systems.