Welcome to Your Free Trial of Arken Professional
A More Efficient
Way of Working
Welcome and thank you for your interest in our software. This page is full of useful assets and information, which should help guide you as you explore Arken Professional. Feel free to refer back to it as you make your way through the different functionalities available. Alternatively, you are always welcome to contact our support team with any questions.
Here you can find some downloads that you may find useful to
refer to during your free trial of Arken Professional.
Free Trial Brochure
This brochure is jam packed full of useful assets and information which should help guide you as you explore Arken Professional.
This brochure includes the following:
- Logging in for the first time
- Arken navigation
- Adding new users who want to explore Arken with you
- How to start a Will
- Step-by-step guide on how to set up a Will
- Answers for the IT department
- About Arken
Case Study Walkthrough
This guide will take you through drafting a Will in Arken Professional using a case study scenario. You can use this to populate a document to see both input and output during your trial.
This case study includes the following:
- Appointing executors
- Funeral wishes
- Gifting specific property
- Gifting residue
- Adding second level of distribution
How to video guides
The following videos may be useful to you during your free trial.
How to manage users in 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.
How to create a new client in Arken Professional
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.
How to create a new document in Arken Professional
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.
How to utilise the important matters feature in Arken Professional
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 study example - Wills
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.
Risk management highlights in the system
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.
How to access testamentary trusts in the system
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.
How to mirror documents in Arken Professional
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.
How to utilise and access the ongoing support services at Arken
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.
Meet the Legal Advisory Board
The Lawyers that make it happen.
Useful links for due diligence
What our clients say
“Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too.”
“We did a careful review of available solutions and chose Arken, as it has a very user-friendly and intuitive user experience, helped us with an improvement in our working practices, introduced time efficiencies and facilitated our ability to standardise our processes and mitigate our risks. The support team at Arken are excellent – very responsive and invested time to understand our needs. We had extensive support before and after going live. Arken is very easy to use, the templates are consistent and we have reliable support.”
“Following a well-planned and successful implementation, we are delighted to see how the Arken software has enabled us to streamline our approach to Will drafting. We are now producing consistent Wills which use uniform clauses across all of our lawyers. The commentary document which complements the drafted Will is extremely helpful to our customers.”