Trust Drafting
Made Easy
Save time drafting Testamentary and Inter Vivos (IV) Trusts and build Trust tax reports in minutes. Handy Trust tax information and Trust drafting at your fingertips.
Arken Professional -
Testamentary Trusts
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 in property Trust
- IPDI (immediate post death interest) Trust
- Discretionary Trust
- Vulnerable person’s 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 -
IV Trust drafting
If you have the right to create Trust documentation, Arken Lifetime will help you draft these Trusts in minutes. It uses data from a Will or a previous private client document held in Arken’s Will Writing Software, eliminating the need to re-input data. Also, as you’ll have built your documents using the same tool, they will all have a consistent look and feel and will be safely stored together in the cloud.
If you purchase Arken Lifetime, you’ll also receive a license for our Trust tax reporting tool, Trust Referencer. It supplies you with the latest Trust tax information and you can download reports quickly and easily.
Trust Referencer -
Trust Taxation In Just a Few Clicks
Access 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 your client pack (it’s really handy for Trustee meetings too). Trust Referencer covers Testamentary and Inter Vivos Trusts and explains each tax and liability the Trust incurs.
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 Trust 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
You’re In Safe,
Supportive Hands
Adopting new technology doesn’t have to be time-consuming or painful. With your very own Customer Success Manager, 50+ how-to videos, monthly training, and expert support through multiple channels, digitising your practice with Arken is easy.
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
Pricing
Tailored To You
We have pricing plans to suit a range of budgets. Whether you own a small firm or large enterprise, we’re sure you’ll find the perfect solution to suit you.
See How Easy Building
Trust Documents is For Yourself!
FAQs
Got a question? See if we’ve answered it below and if not, get in touch! We love helping businesses understand the benefits of Arken.