Capture and easily re-use client, address and asset information across all of your 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.
Gather information quickly and accurately with intelligent Pick Lists with only valid options and a Postcode database to ensure addresses are entered accurately.
We store and update all major UK Charities with addresses and charity numbers, reducing your work and the potential for errors.
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.
Automatic generation of appropriate attestation if client cannot read, write, or requires a translator.
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.
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.
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.
Make any changes needed to a document with Arken's sophisticated editing functionality that easy to use.
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.
Arken offers comprehensive precedents for bequests including options to purchase and digital assets.
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.
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.
Provides for Life Interests, NRB, RNRB, Vulnerable Beneficiary, Discretionary, Business Property Relief, and Charitable Trusts including Wishes to Trustees.