Can all my users have access to Arken Lifetime IV Trust software?
We will ask you to sign a declaration to say you have the ability to carry out reserved activities. Unfortunately, building of IV Trusts is a reserved activity by Law. When you add Arken Lifetime to your subscription, you can go in and choose who does and doesn't have access to this part of the system.
Can I restrict access to the Trust section in Arken’s Will Writing software?
Any drafter in your organisation would have access to Testamentary Trusts - although you can choose who can draft documents. When you add Arken Lifetime to your subscription, you can go in and choose who does and doesn't have access to this part of the system. Trust Referencer, the Trust Tax tool, is a licence per user product so only those with licences will be able to access it - although you will be able to allocate your licences through the Arken dashboard.
How does Arken’s Trust software work?
The Inter Vivo Trust functionality, Arken Lifetime, is available as an add-on to Arken Professional, Arken's Will Writing tool, and can be accessed through the software. The interface and way they’re built is the same as within Arken’s Will Writing software. For Trust tax implication reports, users can utilise Arken’s Trust Referencer – a Trust Tax Directory tool, which enables users to build trust tax reports for clients in a matter of clicks.
What precedents do you use?
The precedents used in our Will Writing software were built by our in-house Solicitors and are managed by our Legal Advisory Board who oversee and update the content on a regular basis. Our Legal Advisory Board consists of external Solicitors and experts as well as our internal Legal team. They have also been continually tested and reviewed with feedback from the 1000’s of users over the last 30 years.
What’s included in the document pack?
For a Will for example, you can download the Will, signing instructions and comprehensive and bespoke commentary which explains each clause meaning and a number of other associated documents including an assets and liabilities report.
What’s included in the subscription?
Users will gain access to the software, all the documents available and access to support and the monthly new user training webinars are included within the subscription fee.
Can I customise it?
You can apply your logo and brand colours and customise elements of the text too.
Does it integrate with Will Writing software?
The solution integrates seamlessly with Arken.legal’s Will Writing software, Arken Professional. The client is automatically set up for you in the Client Manager area and when you start the Will, you can import the details from the fact find and the mandatory fields will change according to their answers – to ensure nothing is missed.
Am I informed when a client completes their information?
Yes. You will receive an email notification once a client has completed their information. The information is then automatically in Arken Professional, Arken's Will Writing Software, for drafting.
How can I use the Client Data Capture tool?
The client data capture tool can be used in a variety of ways. It can be used by a telemarketing team, in the office waiting room, by salespeople or intermediaries out in the field, on your website, or by a reception team on an iPad for example. One of the most popular uses is to send it via email prior to an interview or from another department (i.e., conveyancing or family law) if the client interaction with you prompts needing a Will – following a house purchase or change of family circumstances.
