Webinars and Events

Scroll down for our industry-based webinars and how-to sessions

 

Arken Webinar Wednesdays

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 support@arken.legal or look out for our email newsletters that will give you booking details. 


2020

  • General Powers of Attorney - Wednesday 1st April, 2-3pm

    A general power of attorney is particularly useful in the current climate where LPA registrations can potentially take several weeks. If a client has not authorised a person to act on their behalf and they become incapacitated – due to COVID-19 or otherwise – there may be significant difficulty in managing their affairs for them without first getting a court order. Indeed, a spouse may not even be able to operate a joint bank account to access mortgage payments if they are not authorised by the joint signatory to act on their behalf in case of incapacitation. In this webinar, we will outline why clients should consider a GPA in tandem with an LPA when they make their Will and will demonstrate how quick and easy it is to create one in Arken Professional.

  • Expression of Wishes to Guardians - Tuesday 7th April, 10-11am

    Arken allows you to make detailed provision in a Will in respect of the legal appointment of a guardian for children. But often clients will wish to leave much more practical instructions in relation to the upbringing of their children from the big issues such as where they will live and go to school, to more day-to-day issues such as diet, friends they should keep in touch with, homework expectations and even allowable screen-time and social media access. In response to client demand, Arken.legal has released the Expression of Wishes to Guardians document to allow clients to give the potential guardians of their children as much information and guidance as they wish to give them peace of mind that their children will be brought up in a manner sympathetic to their outlook and beliefs. This webinar will show you how to access and use this new document in Arken Professional.


  • New User Training - Tuesday 14th April, 10am-12.30pm

Missed our webinars? You can view them 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.

View it here


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?

View it here

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.

Please email support@arken.legal and we will send you a recording. 

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. 

View it here

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.

View it here


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.  

View it here


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.

View it here


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.

View it here

 

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.

View it here


Request Recordings

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 support@arken.legal 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

  • Guardianship

  • Pets

  • LPA Registration

  • Executorship

  • Business Ownership

  • Testamentary Promises and Non-Provision Clauses

  • Unmarried Couples

  • Complex Distribution: Case Study