Trust Drafting
Made Easy

Save time drafting Testamentary and Inter Vivos Trusts and build Trust tax reports in minutes.

Handy Trust tax information and Trust drafting at your fingertips.

Intelligent Software for Busy Advisors

  • Testamentary Trusts
  • Inter Vivos Trusts
  • Trust Tax Reports
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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

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 Software logo

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

Laptop template IV Trust 2.2 screenshot

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

What Our Clients Say

  • “Arken is really easy to use and there is a wealth of training and material to help new users. In particular, our Trainee solicitors find the software easy to use and drafting Wills has become a much smoother and more streamlined process. The commentary explaining the Wills really helps our client’s to understand the documents presented to them. In addition, the ability to tailor the clauses and commentaries for the circumstances we often come across makes drafting Wills quicker and more accurate. We have seen the biggest difference in drafting Lasting Powers of Attorney, particularly when drafting multiple documents for clients and/or married couples.”

  • “With this end-to-end system, financial advisers can now go online and be guided through a process to prepare high-quality Wills that are tailored to meet their clients’ specific requirements – all in the comfort of their office.”

  • Our CRM system, Tikit, now integrates with our Arken Professional software and it means we no longer have to re-key in data from one system to another. We have clear visibility of the data that has been pushed through, and on the documents we’ve created – which we can automatically save back into our CRM system. This new integration between our two platforms has streamlined our workflows, helped us with document control and has helped us become even more efficient.

  • “Arken helped us to create transparency around our Will drafting and LPA drafting processes. We can now collaborate on documents more easily and our wording, formatting, and branding are consistent and aligned. We’re able to turn documents around faster for our clients and our output is greater, helping us to drive more profitability into our practice.

     

    Some of our clients are elderly, have illnesses and require their Will as soon as possible. Being able to send them their documents in good time is the customer service we aim for and provides client satisfaction.”

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There’s a Subscription to Suit Everyone

*Discounts are available when multiple products are purchased

  • Will writing software icon small
    Prices start from £97 + VAT per month

    Arken Professional

    Estate planning document drafting
    software with Testamentary Trusts

  • Arken Lifetime
    £60 + VAT per month

    Arken Lifetime

    Faster, more accurate Inter Vivos
    Trust drafting

  • Trust Software logo
    £40 + VAT per month

    Trust Referencer

    Generate complex Trust Tax reports
    in a matter of clicks

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.

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Digital Fact Find

Securely capture and import client data with an automated questionnaire, saving countless admin hours.

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Online Wills

Your clients can create their own Wills online in minutes, for a nominated fee.

Learn More

Intestacy Lead Generator

Show potential clients what would happen if they died without a Will.

Learn More

Partnerships & Integrations

Centralise client data, tools, and documents and automate tasks across systems.

Learn More

Arken Instruction Hub

Digitise the capture of client instructions, quoting, and confirming requirements, all within a secure and branded client portal.

Learn More

Professional Wills Scotland

Based in Scotland? We have comprehensive Will writing software suitable for Scottish users too.

Learn More

Arken Vault

Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets

Learn More

Frequently Asked Questions

We will ask you to sign a declaration to say you have the ability to carry out reserved activities. Unfortunately, building of IV Trusts is a reserved activity by Law.   When you add Arken Lifetime to your subscription, you can go in and choose who does and doesn't have access to this part of the system.  

The Inter Vivo Trust functionality, Arken Lifetime, is available as an add-on to Arken Professional, Arken's Will Writing tool, and can be accessed through the software. The interface and way they’re built is the same as within Arken’s Will Writing software. For Trust tax implication reports, users can utilise Arken’s Trust Referencer – a Trust Tax Directory tool, which enables users to build trust tax reports for clients in a matter of clicks.

Any drafter in your organisation would have access to Testamentary Trusts - although you can choose who can draft documents.  When you add Arken Lifetime to your subscription, you can go in and choose who does and doesn't have access to this part of the system.   Trust Referencer, the Trust Tax tool, is a licence per user product so only those with licences will be able to access it - although you will be able to allocate your licences through the Arken dashboard. 

Tax information and reports on all Testamentary and Lifetime Trust are available through the software.

Trust reports are updated regularly in line with tax rates and tax law. This information is monitored and managed by internal Solicitors working for Arken.legal. 

Pricing is charged per license and charged monthly. Each license holder can produce as many reports as required per month, there is no limit applied.  

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