A series of 'how-to' webinars and case studies for current users to assist in the use of Arken.
To register for these webinars or see recordings of sessions you have missed, please email us at email@example.com or look out for our email newsletters that will give you booking details.
Upcoming 'how-to' webinars
- New User Training - Tuesday 9th February and Tuesday 9th March, 10am-12.30pm
A full demonstration of Arken Professional, including how to create all the documents available, customise to your brand, as well as manual editing.
Arken users can book a place by emailing firstname.lastname@example.org
Missed our webinars? You can view them here:
Will Power: How to Build a Successful Estate Planning Service - Arken.legal in association with The Institute of Chartered Accountants in England & Wales (ICAEW).
Many accountants are now successfully adding Wills as a complementary service line to their business, rather than referring client business to third parties. But where do you start? What are the first steps and how do you grow it?
John Gaskell, Head of Personal Financial Planning, introduces Dave Newick from ICAEW's content partner, Arken.legal, who outlines his step-by-step estate planning continuum, featuring varying levels of service options. Understandably, demand in Wills and associated documents has risen in recent months, whether starting from scratch or updating an existing Will.
Hear the success stories behind real life case studies as Dave is joined by David Frederick (Marcus Bishop Associates) alongside David Birchall and Mark Howell (Niklin Chartered Accountants & Business Advisers). The Davids and Mark will discuss actionable, achievable steps to launching an effective estate planning offering, describing any pitfalls they’ve encountered and overcome along the way.
Dave Newick will also share his insights into the greatest transfer of wealth that we’re going to see. Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK. The vast majority of those who expect to inherit are currently unadvised, with two thirds of those expecting to inherit over £250,000 saying they don’t have a financial advisor. A huge opportunity lies with Generation X, as well as Millennials, who are also gaining assets.
Document Automation: The Why, When, Where, What, Who & How - Run in collaboration with The LegalTech Association for the UK (UKLTA).
If you are thinking about documentation automation, or already do it but want to understand how you can improve your systems, this webinar covers it all. Hear from law firms and document automation providers as they discuss the key benefits, what it has done for their firms and how to do it in the best possible way.
- Why – why should you consider document automation? What can it do for your business/productivity?
- When – when should you start looking at it? When is the appropriate time to implement?
- Where – where do you start?
- What – what can be automated? What do you need to think about? What can the pitfalls be?
- Who – who do you partner with? What should you look for in a partner?
- How – how do you go about implementing it? What does success look like?
Chair: David Newick, Arken.legal (UK) Ltd
- Giles Thompson, Avvoka
- Alex Hamilton, Radiant Law
- Sophie Yates, Fodens Solicitors
Don’t Look Back: Turning to Tech During COVID-19 -
Since working remotely, have you had to embrace and rely on technology like never before? Have you enjoyed the efficiency and productivity benefits that technology has enabled? Join Dave Newick, MD of Arken.legal and Ben Furlong & Jonathan Upton from Estate Search, as they pull up a digital chair and discuss why now is the most crucial time for the Wills & probate industry in continuing this momentum.
View it here
Business Continuity during COVID-19 (part 3): Releasing Lockdown
As we start to see lockdown measures easing and the potential return to the office, what do you need to consider? In this webinar, we take a look at key drivers for both you and your staff. From agile working, new business policies, to managing clients. What ways of working will stay for the future, which will revert? How do we plan for a potential spike in cases and a lockdown phase 2? What do you physically have to think about in terms of employees safely returning to the office and new social distancing guidelines? Then we will consider the staff. What is the best way to un-furlough staff? How can you re-engage with them and the staff that have continued working? How do you allay the fears of some who may be worried about returning to the office or those that see self-isolation rules as a way of staying at home? Join us in exploring these key themes and more…
Digitisation: Why Digitise & How To Get Started
The basics of digitisation - what are the benefits, what will it give you and the key stages that you can go through to get started, improve and continually develop.
View it here
Less Stress, More Strategy: Mastering Mindfulness during COVID-19
The purpose of mindfulness is to bring new awareness to self, to others and to situations. With many people working remotely during the current COVID-19 climate, it’s certainly a new situation to get our heads around – both personally and professionally. Clients’ needs and expectations will be experiencing changes, too. Seeing things from a new perspective opens up a range of different possibilities and actions. New thinking and new behaviour arise from being more mindful and, in this way, change can be instant and painless. Join MD of Arken.legal, Dave Newick, as he interviews Jenny Robinson – a Mindfulness and Leadership Coach, and Co-Author of Coaching on the Go: How to lead your team in 10 minutes a day (FT/Pearson, 2019) – and discover how mindfulness can impact your practice for the better. Jenny is also Director of Hinton & Co – a consultancy specialising in motivation, leadership and performance, based in Oxford.
The Arken Product Suite - a demonstration of how you can digitise your Will drafting business
See the full Arken product suite - combining online Wills, Arken Professional, Arken Acquire, Arken Anywhere and Trust Referencer. Explore how you can digitise your Will and other document drafting while improving your client experience, managing your risk and increasing productivity. We walk through different instruction taking scenarios such as online Wills, digital fact finds, remote instruction taking as well as the popular Arken Professional.
View it here
Trust Referencer: A Guide to Trust Taxation Available Anywhere, Anytime
While remote working, it is easy to miss those quick reference tools that are readily available in the office. Arken's Trust Referencer is a tool that any of your team can access remotely - at any time, anywhere there is an internet connection. With downloadable personalised reports on each testamentary or Inter Vivos Trust, this tool ensures all clients or trustees are aware of the taxation implications of any Trusts.
Business Continuity during COVID-19 (part 2)
Our business continuity during COVID-19 webinar was very well received and this part 2 looks at where we are a month on from this and the next steps to take from a business, staff and legal perspective.
Marketing through the COVID-19 Outbreak
Marketing the need to make a Will is difficult at the best of times, but how do you pitch it correctly during this time? What products should you be offering now? What price? Why do you need to change your marketing strategy? In this webinar, we discuss product, price, place, people and the all important look at promotion and how you can market in a sensitive way.
Financial Management during COVID-19: Bryden Johnson Interview
Join MD of Arken.legal, Dave Newick, as he discusses best practice financial management for your business during COVID-19, with Jackie Wilding from chartered accountants, Bryden Johnson.
View it here
Online Wills - Why Offer them to Clients (and Why Particularly during COVID-19)
There has been significant growth in online Wills over the last year or so and the demand has been ever greater during the COVID-19 outbreak. In this webinar, we look at who may be wanting to do an online Will, how the demand is increasing and why now is a good time to start offering one as part of your mix of services.
Online Will Service demonstration
There has been significant growth in Online Wills over the last year or so and the demand has been ever greater during the COVID-19 outbreak. In this webinar, we demonstrate the Arken Online Will Service - both the client experience and the back office to process any documents you wish to check.
View it here
Business Continuity During the COVID-19 Outbreak
As the Coronavirus continues to take hold in the UK, more and more people, especially the elderly, are likely to self-isolate to prevent the spread of the disease. You also may be required to not travel or to work from home as the UK implements stronger measures to contain and delay the spread. This could impact your business by preventing you visiting your client at home or preventing them from coming to you.
This webinar will go through ways in which you can help your clients during this time without the need to visit them, how you can communicate this to them sensitively and also how you can use technology to help in taking instructions remotely.
It will cover the range of recommended documents, how to market to clients sensitively, who may be the most in need of documents at this time, remote working options, security, online Wills and Arken.legal tools to support in the short term.
Then, Now & Next: Industry Report Interview
MD of Arken.legal Dave Newick discusses the latest UK Wills, Probate & Trusts Market Report 2019 with Dr David Mort, Director of IRN Research – the company behind this annual research report. Hear about the main findings, surprising stats, consumer behaviour and emerging trends. The big question being – where is the Wills & Probate industry headed?
Wills as a Revenue Stream - For Accountants
In conjunction with the ICAEW, find out how to make a new revenue stream by offering Wills and associated estate planning documentation.
As an accountant you are ideally placed to provide estate planning advice to your clients. In this webinar we explore strategies to help you build a successful Will and probate practice, showing you how to build a probate practice through creating a Will bank, strategies to leverage existing client relationships, using Wills to acquire new clients, best practice to build a Will and probate service and manage risk and ensure efficiency. This 60 minute webinar will help you learn strategies to research whether a Will and probate practice makes sense for your business, understand how successful players in the industry operate and gain insights into the financial rewards of a successful practice.
Our Digital Future - Millennials? Blockchain? AI... and People?
The legal sector is confronting unprecedented change through digitisation. Discover the potential impacts and opportunities that change will create. Explore how technologies like Blockchain and Artificial Intelligence will shape the delivery of services and how Private Client practices can harness these technologies to create services for the critical customer group, the Millennials. With technology-driven change, where and how do Humans fit in to deliver future services? Dave Newick, MD of Arken.legal (UK) Ltd, takes you through the minefield of digitisation in this 60 minute webinar.
Embrace Digital Technology to Help Grow your Business
In a world today where over half the news is digested online, we are trialling driverless vehicles, we try on glasses from the comfort of our own sofa and use Alexa to switch on our heating or tell us if we need an umbrella today, it is not hard to see how consumer expectations are changing and how digital solutions play an ever-increasing part in society. The same is true for businesses with a whole wave of technology helping companies to be more efficient, more strategic, faster, and in the cyber security and regulatory environment we live in, to be as secure as possible.
The market is also flooded with Generation Y – or Millennials – who are now between 20 and 35-years-old and are the most powerful consumers in history. Their expectations and influence are very different - they believe and trust online recommendations.
We must, as businesses, tackle these trends and ensure we are the next success story. Do we understand AI, automation, big data, predictive analytics, SaaS, blockchain, the latest social media platforms?
We need to automate as many of the low-level tasks as possible – use technology for workflow and document generation, and at the same time reduce human error and get insights at the touch of the button. Make processes faster, more efficient and safer. Be more secure by embracing Cloud technology rather than try to manage security in-house. Focussing on creating time for yourself to be that trusted business advisor through using the technology and expertise created by specialist businesses. With integration being a key part of the digital journey, today you can easily pull together different systems to work in tandem and solve problems you may not even realise you have.
Dave Newick, MD of Arken.legal takes you through the latest developments in technology – what they all mean and how you can use them to your advantage.
Discover Arken and Achieve Growth and Efficiency in your Private Client Business
Whether you are looking to automate your Wills and probate business, to create efficiencies in document generation, ensure consistency in your Wills and associated documents and improve your customer experience or indeed increase security to your business processes, Arken can help achieve all this and more. Arken.legal (previously known as DPL Professional) explains in this 60 minute presentation and demonstration of the product, just how you can achieve the maximum throughout and start on your digitisation journey. With exciting development plans to assist you in your online journey, Arken partners with your firm to help drive productivity and assist with risk management.
The Changing Buying Habits of the Generations in Wills and Estate Planning
Are you a baby boomer, a Generation X, a Y or even a Z? What is a Millennial and how will they shape the future look of your Wills and estate planning business?
Join Dave Newick, Arken.legal MD as he continues his successful series of thought leadership webinars to hear about how you will need to change your approach to suit the buying habits of upcoming generations.
Connecting with Customers Post GDPR
GDPR is a very well-used phrase that everyone is fed up of hearing about – personally we will have received 10, 20 or 30 emails about opt ins! However, we can’t escape from the size and importance of this new legislation and how it will impact all businesses across the country including the private client and estate planning sector.
All clients must actively consent, so businesses will find that 75% to even 90% of their current marketing data will not be able to be used going forward so this will change the nature of the relationship. It is all about quality in the future and not quantity. The focus, post GDPR, must all be on quality conversations and interactions with fewer people. It needs to be a different level of engagement and businesses need to find a new customer interaction strategy. GDPR is a massive change but with all change comes opportunity and firms that fail to innovate when change is happening, tend to fail.
Dave Newick, MD of Arken.legal, will take you through how you can communicate in this post GDPR world.
How to Build a Growth Engine: Sales & Marketing Tips for Private Client
During this webinar Dave Newick, MD of Arken.legal, will explore how you can 'build a growth engine'. This will include sales and marketing advice for practices, including digital and social media strategies and tips.
If you are a user of Arken, and you have missed some of the webinars listed below, and would like to watch them, please send us an email to email@example.com and we will send you a recording.
- How to Manage your Users within Arken
- How to do Mirror Documents
- How to Customise Arken for your Brand and Needs
- How to Create a Multi-Part Will
- How to Create and Mirror LPAs in Arken
- How to Create a Severance of Joint Tenancy, SEV Form and an Expressions of Wishes
- How to Deal with Contemplation of Marriage
- How to Manage an Overseas Property
- Trusts - Part 1 - Discretionary Trusts
- Trusts - Part 2 - Business and BPRT
- Trusts - Part 3 - Vulnerable Persons Trust
- Training for New Users
- Case Study 1: Residuary Gifts
- Case Study 2
- LPA Preferences and Instructions
- Trusts - Part 4 - Nil-Rate Band Trusts
- Advance Decisions
- Case Study 3 - Creating Mirror Wills & Dealing with Levels of Distribution
- Benham Provisions
- STEP Provisions
- Creating a Trust at the End of a Life Interest
- Vulnerable Beneficiaries Trust Case Study
- Building a Growth Engine - Sales & Marketing Advice for Private Client
- Creating a Trust at the End of a Life Interest (Part 2)
- Property and Severance of Joint Tenancy
- Directions in Relation to Health and Welfare
- Arken Anywhere - The Power of Arken on-the-Move
- Lasting Powers of Attorney for Property and Affairs
- Arken Import - Seamlessly Move Your Client Data to Arken
- Arken Acquire: New product demonstration
- General Powers of Attorney
- LPA Registration
- Business Ownership
- Testamentary Promises and Non-Provision Clauses
- Unmarried Couples
- Complex Distribution: Case Study
- Advance Decisions (in relation to COVID-19)
- General Power of Attorney (in relation to COVID-19)
- Expression of Wishes to Guardians
- New Download Document Options
- Creating and Mirroring LPAs
- International Wills
- Payment of Inheritance Tax in Respect of Failed Potentially Exempt Transfers
- Receipt by Minors Clause
- The Arken Product Suite
- Signing of the Will
- Reduction in Inheritance Tax by Gifting 10% to Charity Clause
- Directions in Relation to Health & Welfare
- Customisations Available
- Gifts to Executors
- Gifting Digital Assets
- Gifts by Rotation
- Video Witnessing Attestation Clause
- The Effects of Divorce on a Will - Section 18A of the Wills Act
- Ways to Gift Your Residence Nil Rate Band in Arken Professional