Webinars and Events

Scroll down for our industry based webinars and how to sessions

 

Webinar Wednesdays 'how to' webinars on using Arken

How to:

Contemplation of Marriage- 6th September 2019

Overseas Property - 18th September 2019

STEP Provisions - 2nd October 2019

Trustee Provisions - 2nd October 2019 

LPA Preferences and Instructions - 9th October 2019 

Benham -16th October 2019

Multi-Part Wills - 6th November 2019

Islamic Wills & Expression of Wishes - 6th November 2019

Case Studies- a three part series:

Part 1 - 4th September 

Part 2 - 25th  September 

Part 3 - 16th October

Trusts series: 

Part 1 - Discretionary Trusts - 11th September

Part 2 - Business and BPRT - 18th September

Part 3 - Vulnerable Persons Trusts - 25th September

Part 4 - Nil-rate band Trusts - 9th October 

To register for these 'how to' sessions or see recordings of sessions you have missed, please email us at support@arken.legal

 

Arken webinar programme

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.  

Dates:

9th September 2019 2pm

Register: here

8th October 2pm

Register: here

13th November 2pm

Register: here

Trust Referencer

Learn how our 'Trust Referencer' tool can help you to manage trusts both in and outside of your Wills. Our unique subscription tool allows you access to the latest information on the taxation position of UK Inter Vivos and Testamentary Trusts. Authored by experts, Trust Referencer has been developed by Arken.Legal, the leading supplier of expert Will systems internationally.

Date: 11th September 2019

Time: 10:30am 

Register: here 

How to use Wills to build your practice 

During this 60 minute webinar, MD of Arken.Legal, Dave Newick will provide some practical advice on how Wills can help secure other business, whether you are in the Private client, or wider sectors. 

Date: 25th September 2019

Time: 2pm

Register: here

Building a Growth Engine - Sales and Marketing advice for Private Client 

During this webinar Dave Newick, MD of Arken.Legal, will explore how firms can 'build a growth engine'. This will include sales and marketing advice for law firms, including digital and social media strategies and tips.

Date: 30th October 2019

Time: 2pm 

Register: here 

Missed our webinars? You can view them 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

 

Our digital future - Millennials? Blockchain? AI? ...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 inhouse. 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

 

If you are a user of Arken, and you have missed some of the 'how to' 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