
Trusted by 7,000 Users
Intelligent Software for Busy Advisors
- Testamentary Trusts
- Inter Vivos Trusts
- Trust Tax Reports
Within Arken Professional, our legal document drafting software, you can build a whole range of Testamentary Trusts. From discretionary and vulnerable beneficiary Trusts, you can draft these important elements of the Will in just a few clicks. This is all part of your Arken Professional subscription. Here’s a list of the Trusts you can build:
- Life interest property Trust
- IPDI (immediate post death interest) Trust
- Discretionary Trust
- Vulnerable Persons Trust
- Nil rate band discretionary Trust
- Flexible life interest Trust
- Age contingent Trust
- Bereaved minors Trust
- 18-25 Trust
- Charitable Trust
- Right of Occupation Trust
Arken Lifetime is available for those who can carry out reserved activity. It is an add-on to Arken’s Will Writing software, Arken Professional, and enables the fast and efficient drafting of Inter Vivos (IV) Trusts documents. The different types of IV Trusts available are:
- Interest in Possession Trust (General)
- Flexible Life Interest Trust
- Discretionary Trust
- Pension Death Benefit Trust
- Charitable Trust
- Pilot Trust
- Bare Trust
- Expression of Wishes (Lifetime Trust)
- Vulnerable Person’s Trust
- Declaration of Trust
- Life Insurance Policy Trust
Trust Referencer is a Trust tax reporting tool that is kept up to date with the latest on the tax treatment of Trusts. It covers a range of tax options and helps you quickly review tax implications without the need for extensive research. You can also download a personalised report for your client, for Trustee meetings and for your files.
- If you subscribe to Arken Lifetime for Inter Vivos Trust drafting, you get your first licence of Trust Referencer for free.
- Please note that Trust Referencer is only available for England and Wales.
Achieve More, in Less Time
Streamline Document Creation
Draft in minutes, reduce time re-keying data and updating Trust precedents, and unify your document style across the organisation
Increase Profitability
Boost output and build Testamentary Trusts, IV Trusts and tax reports much faster than traditional methods at a low cost per document
Minimise Risk
Reduce manual errors. Our intuitive, easy-to-use software guides you as you draft, and keeps your data secure and in one place
Delight Clients
Achieve faster turnarounds on all documents, with added Trust tax reports providing first class information for your clients
Intelligent
Questionnaire
Our software has an intelligent questionnaire style which helps you speed up the Trust drafting process and has incomplete answer alerts, built-in clauses, and changes dynamically as you draft. Testamentary Trusts are an integral part of Arken’s Will Writing software. For IV Trusts, add on Arken Lifetime.
- Only asks relevant questions
- Automatically adapts questions
- Alerts you to incomplete answers
- Uses previously inputted data for speed
Comprehensive Trust
Documents
Arken’s software helps you to create Testamentary and IV Trusts in minutes, not hours, with a dual-screen that lets you review your draft and sense check as you go.
- Interest In Possession Trusts
- Discretionary & Charitable Trusts
- Vulnerable Person Trust
- Pension Death Benefit Trusts
- Flexible Life Interest Trusts
- and many more
In-built
Precedents
Spending hours researching Trust precedents for every document? Not anymore. Arken has built-in precedents that our Legal Advisory Board regularly review and update.
- Built-in legal Trust precedents
- Regular updates by our legal team
- Stay compliant & save time
There’s a Subscription to Suit Everyone
*Discounts are available when multiple products are purchased
-
Prices start from £97 + VAT per month
Arken Professional
Estate planning document drafting
software with Testamentary Trusts -
£60 + VAT per month
Arken Lifetime
Faster, more accurate Inter Vivos
Trust draftingArken Lifetime
Book a DemoAdd on the ability to draft Inter Vivos Trusts within your Will drafting software.
- Faster, more accurate drafting
- Improved consistency & productivity
- Keep documents together
-
£40 + VAT per month
Trust Referencer
Generate complex Trust Tax reports
in a matter of clicksTrust Referencer
Book a DemoAccess the most up-to-date information on Trust tax treatments to ensure you give your clients the right advice.
- Download the report as part of the client pack
- Testamentary and Inter Vivos Trusts are covered
- Get clear explanations for each tax and liability the Trust incurs
- Handy for Trustee meetings
We’re Serious About Service
Our clients are our top priority, that’s why we offer comprehensive support:
Customer Success Managers
Your dedicated Customer Success Manager will be your main contact, offering regular engagement calls, usage reports, and industry benchmarking comparisons.
Training
We offer 50+ pre-recorded how-to videos and product tours for all clients, monthly live training, and advanced training upon request.
Support Team
Our support team can be contacted via telephone, email or online chat.
Arken Product
Suite
Arken provides a suite of products that help organisations in the Wills & Trust industry compete and win.
Will Writing Software
Draft simple & complex Wills in minutes with cloud-based software that streamlines processes and minimises risk.
Digital Fact Find
Securely capture and import client data with an automated questionnaire, saving countless admin hours.
Online Wills
Your clients can create their own Wills online in minutes, for a nominated fee.
Intestacy Lead Generator
Show potential clients what would happen if they died without a Will.
Partnerships & Integrations
Centralise client data, tools, and documents and automate tasks across systems.
Arken Instruction Hub
Digitise the capture of client instructions, quoting, and confirming requirements, all within a secure and branded client portal.
Professional Wills Scotland
Based in Scotland? We have comprehensive Will writing software suitable for Scottish users too.
Arken Vault
Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets