How do I use the Intestacy tool?

Arken offers an Interactive Intestacy Guide. This guide outlines what happens to a client's estate if they die without a Will.

To use the guide:

1. Select the 'Intestacy' option from the Activities menu within Arken.

2. Complete the Intestacy Questionnaire by answering each question on your client's behalf.

As you answer the initial questions the remaining questions will be revealed.

As you update and change questionnaire the resulting advice, given in the 'Advice' tab on the right hand document pane will change. This advice tab will describe what happens if your client dies without a valid Will.

What do the other tabs do?

The other tabs on the right-hand pane:

• The 'Advantages' tab - outlines the benefits of creating a Will.
• The 'About' tab - outlines what Intestacy is.

How would I use this section

We recommend that you use the Intestacy Guide to give your client accurate advice on what might happen if they die without a Will. It is primarily used as a sales tool.