Wills (Testamentary Document)
Administrative Matters
The Administrative Matters tab will allow you to control provisons and add delcarations to your document. STEP Provisions The first question you will see is to Toggle STEP Provisions. Selecting 'Yes' will include a clause in your document stating it ...
Distribution
The tab in Arken allows you to expand how your Client's estate is to be divided and distributed. At the top of the page, you will be given a few options to Distribute the estate. If the client is single or widowed in the client manager, you will only ...
Tabs in Arken
This article will briefly go through the tabs to the left of Arken. On entering a questionnaire, you should see a list of tabs on the left. Document Details - This tab displays information about the document, including the clients name, address and ...
Important Matters
The Important Matters tab will allow you to expand on certain options of the quesionnaire. Each selection will behave differentlly, you may notice some new questions at the bottom of the page or a new tab on the left. It consists of the following ...
Completing a questionnaire
Drafting documents in Arken is easy with the intelligent, interactive questionnaire that responds dynamically to your responses. Features of the questionnaire: A 'Sections' tab that lists all the sections of the document. Sections can be added and ...
Downloading a document
You must have completed the appropriate questionnaire before you can download a document. This means that any issues identified by the notification flag will need to be answered or resolved. If you cannot see any download types please ensure that ...
Creating a mirror document
Arken makes it simple to create mirrored documents, these can be created for spouses or to duplicate existing documents. Mirroring a Document for a Spouse 1. Once the initial document has been created, navigate to the Client Manager and find your ...
Adding Assets to a Will
It's good practice to record all assets and liabilities in the interview. In Arken you can store different asset types in the Assets & Liabilities section. 1. Navigate to the "Asset Details" tab in the document questionnaire (this section is ...