Will Builder® is now integrated with NoticeConnect’s Canada Will
Registry
We’re excited to announce that Will Builder is now integrated with the Canada
Will Registry to make it easy for you to register your Wills.
The Canada Will Registry is a quick, effective way to ensure the Wills in your
vault can be easily found by anyone administering an estate. With over 260,000
Wills and growing, searching the Canada Will Registry has become a crucial
step for estate administrators.

• You register your Wills at no charge by sharing information that can be
  used to identify a document, but not the document itself.
• When a law office or other estate administrator searches the registry for
  your Will, you will be notified who is searching for it and why.
• You then decide whether to disclose the existence and location of the
  Will.

With this new integration, not only are you able to register new Wills from
within Will Builder, you can register your entire Will vault with the click of a
button!

You can learn more about the Canada Will Registry here or see our interview
with NoticeConnect’s founder, Patrick Hartford, when the registry was first
launched.

Note: To access the latest NoticeConnect integrations, Will Builder
must be on Version 23.1A or higher.

1. Pop Up Banner
   When you access a new or existing record, a banner for NoticeConnect
   appears for a few seconds. You can either click Learn More to read about
   the Canada Will Registry or click No, thanks to close the banner. Click
   the (blue NoticeConnect square) icon that appears only in this topic to make the banner reappear.
   You also have the ability to Register all your Wills now. See Section 4
   Registering All Your Documents with the Canada Will Registry.
   
   To access the integration, you need NoticeConnect credentials.
2. Creating/Updating NoticeConnect Credentials
   To get started, all you need are NoticeConnect credentials for the
   lawyer.
   Note: Only lawyers can have NoticeConnect credentials to register Estate
   Planning documents with the Canada Will Registry. To create credentials,
   go to NoticeConnect.com.
   If you already have NoticeConnect credentials or have recently created
   credentials, you can add your NoticeConnect credentials either of the
   following ways:
   a. Click on Databases > 3. Staff & Witnesses. Highlight the name of
   the solicitor to update and click Edit. Click on the NoticeConnect
   Login Info tab, enter your email address and click Request Code.
   b. Click on (magnifying glass) beside the Solicitor’s Initials on Tab A of any record.
   Highlight the name of the solicitor to update and click Edit. Click on
   the NoticeConnect Login Info tab, enter your email address and
   click Request Code.
   
   An email will be sent to you from NoticeConnect with your authentication
   code. This authentication code is only useable for 30 minutes. Copy the
   authentication code from the email.
   
   Paste the code into the Authorization Code field on the Request Sent to
   NoticeConnect box. Click Proceed.
   
   You will be presented with a Success screen. Click OK.
   
   You are now able to register your Wills and Powers of Attorney with the
   Canada Will Registry.
   If you have not set up your NoticeConnect credentials and have
   requested a code from NoticeConnect, you will receive an Error 400 –
   Communicating with NoticeConnect asking if you set up your account
   at the NoticeConnect website. You can click Sign Up which will take you
   to the NoticeConnect Sign Up page where you can create credentials.
   
   
3. Registering Wills with the Canada Will Registry from within a
   Record
   On Tab D of any record, there is now a Canada Will Registry tab. When
   you click on this tab, you have the option to register Wills, Powers of
   Attorney for Property/Personal Care and Health Care Directives. In the
   Register column, check the box beside any document that you would like
   to register with the Canada Will Registry.
   
   Click Register with the Canada Will Registry. If you have made
   changes to your record without saving, a Warning – Will Record
   Modified will appear. Click Yes to save your changes.
   
   Once your record has been saved, the Register Documents with The
   Canada Will Registry window will appear with the message. By clicking
   on Proceed, you agree to register your estate planning documents for
   free with the Canada Will Registry. Click Proceed.
   
   When all selected documents have been successfully registered, the
   NoticeConnect icon will appear beside the date in the Date Registered
   column for each applicable document.
   
   When you click on any one of the NoticeConnect icons , the Canada
   Will Registry – Upload Details screen will appear outlining the details
   of your registration.
   
   Upon successful registration you will receive a confirmation email from
   NoticeConnect.
   
   Required Fields for Registering Wills with the Canada Will
   Registry using NoticeConnect
   The following information will be passed to NoticeConnect from
   Will Builder fields:
   - Record No. – Tab A
   - Client(s) name – Add/Select client > Edit Client
   - Testator date of birth – Add/Select Client > Edit Client
   - Testators address – Add/Select client > Edit Client
   - Type of document i.e. Will or POA – Tab D > Canada Will Registry
   - Date of execution of document – Tab A
   - Where document is stored – Tab A
   - Executors (Exor) – Tab B
   - Testator Spouse, if any – Add/Select client > Edit Client
4. Registering All Your Documents with the Canada Will Registry
   There are several places in Will Builder where you can register all your
   documents with the Canada Will Registry:
   Option 1: Click on Register Documents With The Canada Will
   Registry in the Announcements section on the home page:
   
   Option 2: Click Go to > Register Documents With The Canada Will
   Registry.
   
   Option 3: Click Register all your Wills now button on the banner in Tab
   A.
   
   No matter which option you choose, the Register All Estate Planning
   Documents With The Canada Will Registry box will appear with a list
   of all of your records and document types.
   From this list you can do the following:
   - To register your entire Will Vault including Powers of Attorney etc.,
   check the box beside Record No.
   - To register individual documents, check the box beside each
   document.
   - To include previously uploaded documents in the list, check the box
   beside Include Previously Uploaded Documents. Uncheck the
   box if you do not want these documents uploaded.
   - To include documents with an incomplete date of execution, check
   the box Include Documents with an Incomplete Date of
   Execution. Uncheck the box if you do not want these documents
   uploaded.
   - You are also able to filter any column by clicking (up arrow) or (down arrow).
   - To create a list of the items registered with the Canada Will
   Registry, click Export to Excel.
   
   Once you have checked the documents to be registered, click Upload
   Documents to Canada Will Registry or F2 on your keyboard.
   The Select NoticeConnect User window will appear. Click Solicitors
   Database.
   
   The Solicitor Database window will appear. Highlight the solicitor with
   NoticeConnect credentials and click Select.
   
   The Upload Complete window will appear indicating the number of
   documents successfully uploaded to the Canada Will Registry. Click OK.
   
   Upon successful registration you will receive a confirmation email from
   NoticeConnect.
   
5. NoticeConnect Will Vault
   You are able to view your registered documents by logging into
   NoticeConnect. To do so, select My Will Vault on the Will Registry
   tab, or click My Will Vault in the confirmation email received from
   NoticeConnect. You are now able to see all your registered documents,
   apply search filters, transfer records, and delete records. To learn more
   about the Canada Will Registry, click here.