Accessing Intestacy Settings
To access your Intestacy Settings, first make sure you have an active subscription, the correct
permissions and log into the Dashboard.
You will see your products on the second half of the screen, please select Intestacy from this section:
This will take you to the setting menu for the Intestacy tool
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How To Use The Intestacy Link
This link is for you to give out to your clients. When they click it they will be taken to the Homepage of your Intestacy Tool. You can add this link onto your website, emails, social media etc. Give it a try yourself by selecting the link and ...
Customer Journey
This section contains various options relating to how your clients complete the Intestacy questionnaire. Please first access the Settings for the Intestacy Tool. embedApp - If you want to use the Intestacy Tool by embedding in into your website ...
Company Details
Please first access the Settings for the Intestacy Tool. This information is what your client will see throughout the Intestacy questionnaire Company - Enter your company name. If necessary this can be different to your Arken Professional company ...
Arken Products
Please first access the Settings for the Intestacy Tool. If you subscribe to Arken Acquire or the Online Will Service you can add the URL links to these here. Arken Acquire - You can find this URL in the Acquire provisioning tool. This will enable ...
Styling
Please first access the Settings for the Intestacy Tool. Use this page to customise the look and feel of the Intestacy questionnaire to match your brand. Logo - Upload a logo that will appear in the top left of the Intestacy questionnaire. There is ...