Why Estate Planning Professionals Choose Arken Professional
Arken Professional is the industry-leading document drafting software tailored specifically for estate planning advisors. Trusted by over 7,000 professionals and used to draft more than 7 million Wills to date, Arken supports modern, compliant, and efficient document drafting.
Here’s why so many professionals trust Arken to support their drafting needs:
- Client Interview Overview
Keep a detailed record of your client interview alongside the documents you create. This feature supports best-practice due diligence by preserving a clear record of the advice and instructions received if questions around the Will arise in the future.
- One-Time Data Entry Across the Platform
Once you’ve entered your client’s information into Arken, that data flows seamlessly across all relevant documents. No more tedious repetition or risk of data inconsistency, saving time and reducing errors.
- Comprehensive Audit Log
Every change made to a client’s documents is tracked in the audit log, including who made it and when. This supports strong version control and adds an extra layer of protection and accountability for both compliance and client peace of mind.
- Inter Vivos Trust Module
For advisors who also draft Inter Vivos Trusts, our dedicated bolt-on product, Arken Lifetime, simplifies the process of creating these complex documents. Like our Will drafting tool, it ensures efficiency, accuracy, and consistency throughout.
- Support for Complex Distribution – Up to 6 Levels
Arken’s distribution engine allows for up to six levels of gift distribution, enabling you to serve even the most intricate client requirements. Whether simple or highly detailed, the software handles it all with ease.
- Multi-Office Functionality
Designed with larger firms and multi-branch practices in mind, this feature allows tighter control over client access and data separation between offices, perfect for maintaining privacy, compliance, and internal practices.
- Built-In Charity Bank Search
No need to manually search and input charity details anymore. Arken includes a powerful charity bank lookup, housing hundreds of thousands of registered charities. This saves time and ensures accuracy when including charitable gifts in estate planning.
- Live Dual-Screen Drafting
One of our most-loved features, Arken’s dual-screen lets you see the live document as you draft it. Watching changes update in real-time helps reduce errors, enhances understanding, and provides immediate visual feedback on the content being created.
And so much more…
Arken Professional empowers estate planners to deliver consistent, high-quality document packs, ten times faster than traditional methods. It reduces the administrative burden and helps to protect firms with best practice features built in.
👉 Start your free trial today or book a demo to discover why Arken Professional is the go-to solution for estate planning professionals.