Best practice, large or small

With Arken Professional, you get everything you need to effortlessly create documents

Re-use key information

Capture and easily re-use client, address and asset information across all of your documents.
Mirror documents

Mirror Wills and LPAs can be generated quickly and simply, ensuring accuracy between documents. Alternatively copy a spouse's information as a start and complete the questionnaire to their unique needs.
Reduce time

Gather information quickly and accurately with intelligent Pick Lists with only valid options and a Postcode database to ensure addresses are entered accurately.
Charity Database

We store and update all major UK Charities with addresses and charity numbers, reducing your work and the potential for errors.
Interview details

Record interview information including date, location and attendees. Keep these details as a reference for your records if you need to support the validity of a document in the future.
Client capacity

Automatic generation of appropriate attestation if client cannot read, write, or requires a translator.

Interactive intestacy guide

Includes a guide confirming what will happen to an estate if a Will is not made.
Intelligent, interactive questionnaire

Arken only asks appropriate questions ensuring all relevant areas are addressed.
Tax guidance and help

Inbuilt guides and help on Inheritance Tax (including Residential NRB), EU Succession election, Domicile and Mutual Wills assist the user providing the accurate advice to the client.
Cater for straightforward to comprehensive needs

Arken satisfies the most complex scenarios. Check out how Arken can help you manage private client documents below.
Arken Controls

Key controls are implemented to ensure no unintended duplication of money bequests, no merging of Trust interests, checking if un-transferable nil rate band is relevant to claiming a further nil rate band exemption and more.

Wide range of estate documents

Automatic generation of Wills, Lasting Powers of Attorney (Financial & Personal Welfare), General Powers of Attorney, Severance of Joint Tenancy, Expression of Wishes and Advance Decisions.
Clear commentary provided

Provide your clients with additional Commentary as a part of a document pack clearly describing the decisions they have made.
Custom clause library

Create your own clauses that can be easily inserted in your Will documents.
Document editing

Make any changes needed to a document with Arken's sophisticated editing functionality that's easy to use.
Customisable formats

Change font types and sizes, paragraph numbering, page format, specify the option to sign each page and more.
Client-ready document packs

Including a commentary that clearly describes the Will, explaining inter alia the role of executors, guardians, the administrative provisions, and advises the client on matters which they should be made aware of.

Specific bequests

Arken offers comprehensive precedents for bequests including options to purchase and digital assets.
Gifting

A full range of options including gifts to one person, named persons, groups, charities, Inter Vivos Trusts. Gifts can be given in % shares, which, in turn, can be sub-divided into % shares, with control to ensure no under or over allocation.
Distribution

Provides for up to 6 levels of distribution to accommodate the most demanding of situation. Provides for up to 99 gifts at any level or class of gifts.
Trustee and executors

Arken provides for same or separate Executor and Trustee appointments, including individual alternate and substitute appointments. Provides for appointment of separate Business and/or Literary Executors and specific Trustees for Testamentary Trusts.
Comprehensive administrative provision

Arken includes exclusion of S.18A, Hotchpot and conversion of estate to cash.
Trust options

Provides for Life Interests, NRB, RNRB, Vulnerable Beneficiary, Discretionary, Business Property Relief, and Charitable Trusts including Wishes to Trustees.