How often is the Trust Tax Directory tool updated?
Trust reports are updated regularly in line with tax rates and tax law. This information is monitored and managed by internal Solicitors working for Arken.legal.
Can the documents be customised to my brand?
There is a comprehensive customisation section within the tool for you to change the look and feel of your documents and personalise the cover sheet. All your documents will therefore be a consistent look and feel no matter who in the practice drafts them.
What documents can I create?
Users can create: Wills, Lasting Powers of Attorney (LPAs), Severance of Joint Tenancy (SJTs), Expression of Wishes (EWs), Expression of Wishes to Guardians (EWGs), Advance Decisions (ADs) and General Powers of Attorney (GPAs).
What jurisdictions does the Will Writing Software cover?
England & Wales. Arken.legal also provides Will Writing software for Scotland, this is a separate product.
Can I customise the tool?
Yes, colours and logos can be chosen as well as text changes on many of the screens. You will have access to a customisation tool so you can change whenever you want to.
How do I promote the Intestacy lead generation tool?
We recommend adding a new page to your website, where you can add your Arken lead generation tool’s URL. This way you can add copy to the page to provide context and use your new web page URL as your call-to-action link in marketing campaigns. The solution can be promoted in emails, via social media posts and digital advertising, or on your website.
Can I capture the information people enter to produce their report?
You will only be able to see the contact information You can export this information to excel and hand it to your sales team or contact them directly.
Can I link this to my other services?
Yes. Each client will receive a personalised report about what would happen if they died without a Will in place. Within the report, you can link to a digital fact find, your Online Wills solution or use the inbuilt data capture functionality.
Can I see how many people start a Will but don’t complete it?
Yes, and you can use this information to reach out to your client to see if they need further support or assistance. Clients can log back into the tool to continue their Will at any time.
How can I monitor the Online Wills tool?
As well as email notifications, you can also link your Online Wills tool to Google Analytics. Which will show you how many people have visited the tool, the bounce rate, and the time on site.