Online Will Service

Offer clients a way to securely complete a simple Will online via your website.


Already a user? Please login

Acquire and Assist New Clients's Online Will Service allows the busy practitioner to enable their clients to complete a simple online Will. In our experience, 70% of Wills could be completed online.

Not only can you set the price and service levels, you can also customise to your brand. Link it with Arken Acquire, and it will enable you to take key details for the estimated 30% of more complex documents.

The Online Will Service is a fully featured, interactive Will drafting service, utilising our intelligent interview questionnaire to collect information and automatically draft a client’s Will. Will packs, which include a client’s Will, a Will commentary and signing instructions, can be sent to the client immediately or reviewed before delivery.

Online Will Service features

  • Fully automated or advised Wills

    You choose whether to provide self-service delivery or a fully supervised service. The Online Will Service works the way you want to, including creating Mirror Wills and even taking online payments for a totally hands-free solution if you require.

  • Secure access

    Your clients will have secure access to your Will writing platform through their own personalised username and password.

  • Easy to use

    Help and support information is included to ensure your clients enter the correct information, resulting in the generation of an appropriate Will.

  • Workflow management

    Our Workflow Manager makes sure that documents follow the right process, critical to delivering the appropriate documents to your clients.

Online Will Service benefits

  • Reach new markets and prospects

    Complete your Will offering by adding an online option. Nowadays, Millennials are in scope of Wills - gaining assets, getting married, having children - so having a modern, mobile friendly, quick and easy way of servicing this market is paramount.

  • Acquire clients online

    Potential clients are finding and recommending advisors online. Online Wills is a simple way to attract and acquire new clients.

  • Achieve higher income for less effort

    Allows delivery of simple Wills while you are taking instructions for more complex documents. Consistent documents from a tried and tested solution also helps manage your risks.

Book a demo or call +44 (0) 1732 867792

Book a demo