What We'll Cover
Sometimes addressing mental capacity is a critical part of serving your clients effectively and ethically. Understanding how to recognise early signs, navigate sensitive conversations, and access the right tools and resources can help you provide the best possible guidance to your clients and their families.
Join us for this insightful, free webinar designed specifically for estate planning professionals. We’ll cover:
- The early warning signs to look out for
- Common misconceptions about Dementia
- How to bring up the subject of mental capacity respectfully
- The guides & tools available to help you evaluate the situation
- The services and resources available to help your client and their family
About The Host, Arken Legal
Arken Legal provides industry-leading estate planning software designed to help organisations simplify document drafting, minimise administrative tasks, and maintain consistency in language and processes – reducing the risk of errors and creating significant time savings.
Arken’s product suite digitises client interactions, supports online lead generation, and enhances operational efficiency. Trusted by over 7,000 professionals, Arken’s software has been used to draft more than 7 million Wills to date.
Arken's Product Suite
Arken provides a suite of products that help organisations in the Wills & Trust industry compete and win.
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.
Arken Instruction Hub
Digitise the capture of client instructions, quoting, and confirming requirements, all within a secure and branded client portal.
Digital Fact Find
Securely capture and import client data with an automated questionnaire, saving countless admin hours.
Intestacy Lead Generator
Show potential clients what would happen if they died without a Will.
Professional Wills Scotland
Based in Scotland? We have comprehensive Will writing software suitable for Scottish users.
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.