Scroll down for our industry-based webinars and how-to sessions
A series of 'how-to' webinars and case studies for current users to assist in the use of Arken.
To register for these webinars or see recordings of sessions you have missed, please email us at email@example.com or look out for our email newsletters that will give you booking details.
This webinar will look at the status of animals in the eyes of the law and the ways in which an Arken Professional Will can help reassure clients that their pets will be appropriately provided for after their death.
Following on from our series of webinars on LPAs, we will take you through the whys, whens and how-tos around LPA registration.
This webinar will provide an overview of the concept of executorship, who can act and the responsibilities of an executor. We will then demonstrate how to appoint an executor in an Arken Professional Will and how to create an expression of wishes to leave further guidance for executors.
There are three main types of business structure in the private sector: sole proprietorships (59% of UK businesses), ordinary partnerships (7%) and companies (34% of businesses are actively trading companies). Each of these forms has different legal status and such status will have a bearing on how business interests can be passed under a Will. In this webinar, we will give you an overview of these forms of business interest before taking you through the business interests section of the Arken questionnaire.
As a general proposition, people in England and Wales have testamentary freedom to leave their property to whoever they wish. There are, however, instances in which the Courts can intervene, for example if someone has a reasonable expectation of being provided for in a Will (for example a child or partner) or if someone has provided a service to the testator during their lifetime in the reasonable expectation that they will receive a bequest under that person’s Will. This webinar will give an overview of potential circumstances where a Court may become involved in limiting a person’s testamentary freedom. We will then show you how to include a non-provision clause in Arken Professional.
Wills as a Revenue Stream - For Accountants
In conjunction with the ICAEW, find out how to make a new revenue stream by offering Wills and associated estate planning documentation.
As an accountant you are ideally placed to provide estate planning advice to your clients. In this webinar we explore strategies to help you build a successful Will and probate practice, showing you how to build a probate practice through creating a Will bank, strategies to leverage existing client relationships, using Wills to acquire new clients, best practice to build a Will and probate service and manage risk and ensure efficiency. This 60 minute webinar will help you learn strategies to research whether a Will and probate practice makes sense for your business, understand how successful players in the industry operate and gain insights into the financial rewards of a successful practice.
Please email firstname.lastname@example.org and we will send you a recording.
Our Digital Future - Millennials? Blockchain? AI... and People?
The legal sector is confronting unprecedented change through digitisation. Discover the potential impacts and opportunities that change will create. Explore how technologies like Blockchain and Artificial Intelligence will shape the delivery of services and how Private Client practices can harness these technologies to create services for the critical customer group, the Millennials. With technology-driven change, where and how do Humans fit in to deliver future services? Dave Newick, MD of Arken.legal (UK) Ltd, takes you through the minefield of digitisation in this 60 minute webinar.
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Embrace Digital Technology to Help Grow your Business
In a world today where over half the news is digested online, we are trialling driverless vehicles, we try on glasses from the comfort of our own sofa and use Alexa to switch on our heating or tell us if we need an umbrella today, it is not hard to see how consumer expectations are changing and how digital solutions play an ever-increasing part in society. The same is true for businesses with a whole wave of technology helping companies to be more efficient, more strategic, faster, and in the cyber security and regulatory environment we live in, to be as secure as possible.
The market is also flooded with Generation Y – or Millennials – who are now between 20 and 35-years-old and are the most powerful consumers in history. Their expectations and influence are very different - they believe and trust online recommendations.
We must, as businesses, tackle these trends and ensure we are the next success story. Do we understand AI, automation, big data, predictive analytics, SaaS, blockchain, the latest social media platforms?
We need to automate as many of the low-level tasks as possible – use technology for workflow and document generation, and at the same time reduce human error and get insights at the touch of the button. Make processes faster, more efficient and safer. Be more secure by embracing Cloud technology rather than try to manage security in-house. Focussing on creating time for yourself to be that trusted business advisor through using the technology and expertise created by specialist businesses. With integration being a key part of the digital journey, today you can easily pull together different systems to work in tandem and solve problems you may not even realise you have.
Dave Newick, MD of Arken.legal takes you through the latest developments in technology – what they all mean and how you can use them to your advantage.
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Discover Arken and Achieve Growth and Efficiency in your Private Client Business
Whether you are looking to automate your Wills and probate business, to create efficiencies in document generation, ensure consistency in your Wills and associated documents and improve your customer experience or indeed increase security to your business processes, Arken can help achieve all this and more. Arken.legal (previously known as DPL Professional) explains in this 60 minute presentation and demonstration of the product, just how you can achieve the maximum throughout and start on your digitisation journey. With exciting development plans to assist you in your online journey, Arken partners with your firm to help drive productivity and assist with risk management.
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The Changing Buying Habits of the Generations in Wills and Estate Planning
Are you a baby boomer, a Generation X, a Y or even a Z? What is a Millennial and how will they shape the future look of your Wills and estate planning business?
Join Dave Newick, Arken.legal MD as he continues his successful series of thought leadership webinars to hear about how you will need to change your approach to suit the buying habits of upcoming generations.
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Connecting with Customers Post GDPR
GDPR is a very well-used phrase that everyone is fed up of hearing about – personally we will have received 10, 20 or 30 emails about opt ins! However, we can’t escape from the size and importance of this new legislation and how it will impact all businesses across the country including the private client and estate planning sector.
All clients must actively consent, so businesses will find that 75% to even 90% of their current marketing data will not be able to be used going forward so this will change the nature of the relationship. It is all about quality in the future and not quantity. The focus, post GDPR, must all be on quality conversations and interactions with fewer people. It needs to be a different level of engagement and businesses need to find a new customer interaction strategy. GDPR is a massive change but with all change comes opportunity and firms that fail to innovate when change is happening, tend to fail.
Dave Newick, MD of Arken.legal, will take you through how you can communicate in this post GDPR world.
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How to Build a Growth Engine: Sales & Marketing Tips for Private Client
During this webinar Dave Newick, MD of Arken.legal, will explore how you can 'build a growth engine'. This will include sales and marketing advice for practices, including digital and social media strategies and tips.
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If you are a user of Arken, and you have missed some of the webinars listed below, and would like to watch them, please send us an email to email@example.com and we will send you a recording.