Welcome to Your Free Trial of Arken Professional

Watch this short tutorial on managing users in Arken Professional. This Includes the different roles available, the different access levels for your users and how to add new users, remove users and archive users.

Learn where and how to add new clients in Arken Professional as well as where to find existing clients. You can also see which fields are mandatory in order to complete your clients profile.

Learn how to create new documents within Arken Professional, including where to find how many documents have been created in a period, what plan you are on, when your next billing date is and where to find existing documents. In this video, you can also learn how to carry out a mental capacity assessment before creating the new document.

The important matters tab houses various options to enable the administration of more complex requirements, such as inheritance tax considerations, within your documents. Watch this short tutorial to guide you through how to use this feature and how it opens up additional elements within the questionnaire to allow for complex instructions.

Case Conundrum scenario: Peter Anderson DOB 20/05/1978 is single. He lives in Surrey and has a small property in London, which he uses when he works in town. Peter wants to make a Will for his property but wants to exclude his property in France, as he has a separate Will to deal with those assets. He wants to appoint his brother Michael Anderson as his executor, failing that your firm. He wants to be cremated and his funeral conducted in a simple manner and would like to specify that ‘I did it my way’ by Frank Sinatra be played. He wants to specifically gift his flat in London to his niece Bella Anderson. He wants to specifically gift his collection of trainers to his friend James Dobson. He wants to gift his entire residue to his brother Michael Anderson not per stirpes, but this gift is not conditional on him acting as executor. On the second level of distribution, he would like the residue to be split: 70% to his friend James Dobson not per stirpes, and 30% to the Blue Cross. He would like James’s share to accrue to the Blue Cross if James has predeceased.

Watch this video to see the key inbuilt risk management features across the Arken platform which support your business needs and user functionality, including the comprehensive audit history, mental capacity assessments, document password protection and mandatory fields for completion prior to download. It will take you through the different areas of risk management, including security, in-built controls, business protection and peer review.

In this video you can learn how to add trusts at each level of distribution via gifts and residue, including the different types of trusts available within the system. It demonstrates how to add discretionary and default beneficiaries as well as separate trustees. It also illustrates the various options available within each trust to define the parameters of the trust.

This video includes an overview of how to mirror Wills for a couple, how to mirror other documents and how to mirror locked documents in Arken Professional.

All Arken clients have access to our in-house support services. Watch this video to learn what comprehensive support and training services are included in your subscription. You will also be shown how to access tutorials and example documents within your Arken account, that are available 24/7.

The Lawyers that make it happen.