Why I, a private client solicitor, wish I’d had Arken’s Will writing software when practicing

Why I, a private client solicitor, wish I’d had Arken’s Will writing software when practicing

When I was a junior solicitor in a private client team, drafting a Will was a daunting business. I wanted to draft the document correctly but without it taking so long that the cost of my time far outweighed what the client would pay. It’s easy to see why Arken’s Will drafting software could have made my working life a lot less stressful back then.

I became a Private Client Solicitor because I wanted to help clients look after their families and protect their assets for years to come. I certainly didn’t want to spend my time on administration and much preferred talking to and providing advice for my clients. Looking back, Arken’s Will drafting software would have saved me hours in formatting, updating precedents and re-keying in data.

I now work at Arken.legal, monitoring the software and helping to keep it up to date and fit for purpose from a legal perspective. I can’t help but think back to my junior solicitor days and wonder how my working practice would have been different with Arken’s software.

So, here are the key ways in which I think Arken’s Will writing software would have helped me (and why your team would appreciate it too):

  1. No worry about which precedent to start from – Arken’s intelligent questionnaire builds the Will from scratch in real time based on your answers.
  2. Avoid silly errors – as you only need to input a name and gender once, you only need to get it right once. After that Arken makes sure that you don’t accidentally refer to a husband when you mean a wife, or spell a name incorrectly when you repeat it in the Will.
  3. Have a handy guide to trusts – with Arken’s Trust Referencer available at the click of a button it is easy to access a reliable source of information about the different types of trusts and how they are taxed. It also includes a glossary for when someone uses a term you just don’t understand.
  4. Reduce time spent drafting – Arken’s plain English, intuitive questionnaire means that it’s quick to create a Will and tailored commentary is produced at the same time. Meaning you’re less likely to overrun your fee quote and more likely to make a profit.
  5. Formatting is perfect first time – you don’t have to spend hours getting frustrated with automatic numbering going awry, cross-referencing referring to deleted clauses and attestation clauses being split over two pages. Arken’s inbuilt intelligence sorts it all out for you.
  6. Client focus – you can spend more time with clients, building relationships and helping them navigate their estate planning needs rather than struggling with IT issues.

Written by Harriet Betteridge, Senior Solicitor

This article was submitted to be published by Arken.legal as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Arken.legal

https://arken.legal/?utm_source=TWP&utm_medium=partner%20page&utm_campaign=Arken%20homepage

 

 

 

 

Transforming the global estate planning industry through advanced technology

Arken.legal provides expert digital solutions for the private client and estate planning industry. Its solutions deliver business efficiencies and consistency across a practice, while enabling client acquisition through an improved customer experience.

Built by private client solicitors, Arken.legal products are used by more than 500 firms including Legal practices, Accountancy practices, Will writers and Legal services businesses in the UK, as well as Trust companies in South Africa, Australia and New Zealand.

With 29 years' experience and more than 6 million Wills having been created using its products, today Arken.legal is a software as a service business offering secure, cloud-based solutions.

The Arken Product Suite

Businesses are turning to technology to enable change, increase efficiency and futureproof their incomes to suit upcoming generations and demand. The Arken product suite is designed for just this – to maximise productivity, provide interactivity and lead generation, and manage risk. It can suit any business process – whether instructions are taken virtually, in an office, remotely or via telephone. For increased efficiency, reduced re-keying and a delighted client, book a demonstration today to find out how we can help your practice.

Key Services

Arken Professional: A comprehensive, up-to-date and secure document generation solution built specifically for the Private Client Sector. Built by lawyers, its industry-leading software has produced over 6 million Wills. Arken Professional is the only software solution specialising in Wills that is accredited by the Institute of Chartered Accountants in England & Wales (ICAEW). All the products on this scheme have satisfied a robust technical evaluation and are from companies that are financially sound and offer strong customer support, giving you that extra peace of mind.

Arken Intestacy: The new way to increase leads and grow your business remotely.  A handy customisable tool for your website that demonstrates the circumstances if your prospective client were to die without a Will – they can then fill in their details and ask for you to help protect their estate.

Arken Online Wills: A secure, online Will service. Will packs – which include a client’s Will, a Will commentary, and signing instructions – can be sent to the client immediately or reviewed before delivery.

Arken Acquire: A digital fact find and lead generation tool. A tool that captures data from your clients, which is then used in the drafting of key estate planning documents. Simply email a link to your client and they can input key information that seamlessly flows into Arken Professional for drafting.

Arken Lifetime: Create Inter Vivos Trusts in a fraction of the time.

Trust Referencer: Get the latest on tax treatments and specific Trusts. Access the most up-to-date information to generate a personalised report for your clients, outlining the tax treatment that are relevant to both Testamentary and Inter Vivos Trusts.

Arken Anywhere: The power of Arken on-the-move. Access an offline version of Arken Professional that will synchronise with your account once you’re back online.

Arken API: A seamless transfer of data and reduction of re-keying. Details shared between your case management solution and Arken Professional.

 

 

 

Dave Newick, Chief Executive Officer of Arken.legal, said:

“We work in partnership with our clients to understand their key processes and provide the most efficient digital solutions for their Private Client business. The industry has begun its digitisation journey – it’s time to consider the best route within it for your business. Can you use technology to be more adaptable, more engaged, to provide a better customer experience? Can you use technology to automate low-level tasks, enabling you to focus on what really matters? It’s time to take the digital leap and benefit from the efficiencies it provides.”

 

 

 

 

 

Testimonials

Sophie Yates, Director, Fodens Solicitors Limited

“Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too.”

Gemma Garen, Director of Quality and Compliance, Ellisons Solicitors

“We did a careful review of available solutions and chose Arken, as it has a very user-friendly and intuitive user experience, helped us with an improvement in our working practices, introduced time efficiencies and facilitated our ability to standardise our processes and mitigate our risks. The support team at Arken are excellent – very responsive and invested time to understand our needs. We had extensive support before and after going live. Arken is very easy to use, the templates are consistent and we have reliable support.”

Craig Webb, Head of Legal Operations, Brethertons LLP

“…Our staff have found Will drafting in Arken very easy to use and enjoy the questionnaire format which guides them through the process from beginning to end. It is very reassuring to know that our lawyers are all following the same process, producing Wills with a good level of consistency and that all clauses used are up to date. Preparing ‘mirror’ Wills is now particularly easy using Arken, and the systems’ intelligence to amend third person singular pronouns (he, she, his, hers), has eradicated these type of typographical mistakes. We have recently added Arken Acquire to our subscription and are looking forward to the further streamlining of our processes that this service can offer.”

Matthew Field, Director, SMR Solicitors

“We have found Arken to be a valuable tool for our private client team in terms of efficiency and consistency and we would highly recommend it to law firms looking for a professional solution.”

Eric Britt, Executive Consultant, Integrity Wills & Legal Services

"I have been using Arken Will writing software for a number of years, and have found it excellent, and easy to use. The support from the office has been exceptional whenever I have needed it, with a quick response and great patience at times. I would certainly recommend the software and also the company without any hesitation."

Contact Details

Address:
Arken.legal (UK) Limited
General Wolfe House
83 High Street
Westerham
Kent
TN16 1PG
Tel: +44 (0)1732 867792
Website: www.arken.legal
LinkedIn: arken-legal

Key Contact

Name: Bethany Crease
Tel: (0)1732 867792
Arken.legal sponsors Today’s Wills and Probate Industry Champion Award

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