Estate Planning Software That Works Together
Try the Intestacy Lead Generator to generate new clients for your business. A handy call to action at the end of the Arken Intestacy questionnaire leads your prospective client in whichever direction you would like – to complete their Will online themselves, or to pass their details to you, or to fill out our digital fact find, Arken Acquire. Acquire will capture key details, family circumstances, beneficiaries, assets, liabilities, business interests, and more. This auto populates into Arken’s Will Writing software, Arken Professional, and the data changes the mandatory fields to ensure nothing is missed in drafting. If you need an Inter Vivos Trust, add on Arken Lifetime for fast drafting or check out the tax situation for any Trust, both Testamentary and Inter Vivos, with our handy Trust Referencer tool. Don’t forget other integrations too – carry out a mental capacity assessment with Comentis for greater risk management or streamline your process with an integrated case management solution.
Talk to us to see how our products can work together to increase profitability, grow your business, reduce admin, drive consistency and manage risk.
Arken Professional is an intuitive document drafting solution for Wills, LPAs, Expression of Wishes and more. It helps drive consistency, efficiency, and digitisation of your processes, allowing for very complex drafting. Built by solicitors, Arken Professional has been consistently enhanced over the last 30 years, meaning no more word templates, no more precedents to keep updated, no more charities to look up, just seamless drafting in a fraction of the time. Other products available for Will writing are Arken Anywhere, for drafting on-the-go, and Professional Wills Scotland for drafting Scottish documents.
Testamentary Trusts are drafted as part of the Will process through Arken’s Will Writing software, however, you can also use Arken Lifetime for preparing Inter Vivos (IV) Trusts. The tax implications of Trusts can be quite complex and ever-changing, so Trust Referencer provides you with regularly updated tax information for all IV and Testamentary Trusts. With downloadable , personalised reports for clients, Trustees or even for your records, you can ensure all tax implications are recorded at the time of drafting and understood by all parties.
Arken Online Wills offers your clients the chance to draft their own straightforward instructions online in their own time, 24 hours a day. You can set whether they finish and download that document, or send it to you, as their trusted advisor, to be checked or even printed and bound. You can brand the solution and set your own payment method too. Use seamlessly with the Intestacy Lead Generator, that can help generate leads for your business or link with Arken’s Digital Fact Find for capturing data on those more complex instructions that need your professional guidance.
Arken Acquire is a digital fact find. Your client can use it to fill in their data and it will automatically populate Arken’s Will Writing software. With many different use cases, you can capture clients’ data, generate more leads and indeed cross-promote your Will writing services to clients from other internal departments like conveyancing or family law. Arken Acquire can sit on your website or you can send a link to your clients. It works on a tablet or phone, so it can even be used in reception areas for clients to complete immediately prior to the interview.
Intestacy Lead Generator
The Arken Intestacy tool will show your potential clients in just one minute what would happen if they died without a Will. Used as a lead generation tool, it provides clients with an on-screen assessment of what would happen if they were to die ‘intestate’. Motivate the 55% of UK adults that don’t have a Will to put this critical document in place by showing the impact of dying without one. Integrate with Arken Online Wills and Arken Acquire to generate new clients, document creation, and ensure clients’ best interests are protected. *Applicable in England & Wales only.
Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets, while also saving you hundreds of hours per year on email, automating client referrals & making you stand out amongst other estate planners. Your digital asset vault lives on your clients phone and computer, securely storing documents not just from you – but all their advisors – making you the single touchpoint for their entire digital estate. Automatic notifications will keep your firm top-of-mind and make them feel valued and taken care of.
Partnerships and Integrations
Arken has an open API allowing it to link to other products and solutions to give you greater efficiency, risk management, and data visibility. Currently, integrations exist with Clio and Proclaim from a case management perspective – these are growing all the time so please ask about the one you use. We also integrate with Comentis to provide enhanced due diligence when assessing mental capacity. The assessment follows the criteria for checking testamentary capacity as laid out in the ruling of Banks V Goodfellow (1870) and checks for the 4 key areas of understanding.
Improve Processes for Greater Efficiency
50 percent of time could be wasted on re-keying data.
Every business is looking for ways to improve efficiency through re-engineering processes and integrating software solutions. Arken will work with you to map your processes, suggest improvements that remove non-added value steps, double entry, and re-keying and we will help onboard your staff into your new way of working.
Manage Your Risk
Consistent, controlled and client-focussed.
Consistency of output is incredibly important to protect your brand and reputation. Have peace of mind that each document is drafted using the same precedents, the same brand guidelines, and is subject to in-built controls to prompt questions that need to be answered. With a client pack that explains each clause in plain English, and helps with signing too, due diligence towards your customer is also managed.
Strategic solutions for your practice.
Planning for the future is no doubt on everyone’s minds at the moment. With growth strategies after the pandemic, a focus on new or modernised markets or products, and the introduction and increase of online offerings to name a few. Arken.legal has a range of solutions both now and in the pipeline that can support your aspirations, whether that’s a new generation focus, increased competitiveness or expansion.
Whatever your strategic intentions, talk to us about how we can help you deliver these.
With any new solution, it is important to ensure you have done your due diligence to protect your clients’ data. Data security is a very serious consideration for us as a Data Processor and we regularly penetration test our solutions. We use an industry-leading cloud provider, and train all our staff on the importance of cyber security. Please talk to us if you have any technical questions and we can provide the required information for your IT Director or indeed, compliance departments.
“Using Arken’s wider product suite has helped us to reach more potential clients and capture client data, digitally and effectively. The ability to produce documents with consistent wording and a consistent look and feel has helped us deliver a more professional and efficient service to our clients.”
“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.”
“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.”
Research Findings: The Key Challenges Facing Estate Planning Professionals Today
Download the findings from our recent research: ‘The Key Challenges Facing Estate Planning Professionals Today’ and find out if your challenges are the same as your peers.