Best practice, large or small

With Arken you get everything you need to effortlessly create documents

Everything you need to deliver accurate private client documents.

CAPTURE

  • 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.

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GUIDE

  • 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 simple 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.

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CREATE

  • Wide range of estate documents

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

  • 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 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.

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DO IT ALL

  • 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.

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Arken has the most comprehensive feature set of any document generation service. To see further features, download the full list below.

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