This article is a how to guide for the NoticeConnect® integration with Estate-a-Base
The integration provides powerful capabilities:
Searches over 200,000 Wills in the Canada Will Registry
Searches for unregistered Wills by sending a Knowledge of a Will Notice to NoticeConnect’s mailing list which includes law firms, law libraries, and other partners. If a Search Query matches with a registered will, the firm that registered the will is notified and given 30 days to contact you.
Search Certificate's are emailed regardless of whether a matching Will is found, as confirmation that appropriate steps to look for a Will, reducing your liability.
The Combined Registry Search or publishing a Notice to Creditors provide many advantages to you and your clients:
Search for a Will: Searching the Canada Will Registry is an important step when administering an estate to ensure that you have taken effective steps to find a Will or the most recent Will.
- Due Diligence: Failing to properly look for a Will can result in liability. A Search Certificate from the Canada Will Registry serves as proof that you took effective steps to find all relevant documents.
Post a Notice to Creditors
Reduce both legal liability and estate trustee liability from outstanding creditors. Publish legal notices at a fraction of the cost and to a wider geographical area compared to traditional newspaper ads.
Reduce your administrative risk profile as notices are sent directly to subscribing law offices and major credit institutions across Canada.
- Disbursable: Submitting a combined Registry Search or posting a Notice to Creditors costs $170.00 each. This cost can be disbursed to the estate.
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Time savings: Save valuable time and eliminate duplicate data entry by using the client information already entered into Estate-a-Base.
To access the latest NoticeConnect integrations, Estate-a-Base must be Version 22.2A or higher.
Pop Up Banner Tab B
When you access The Deceased topic (Tab B) in a testate record, a banner for NoticeConnect appears for a few seconds. You can either click Learn More to
read about NoticeConnect or click No, thanks to close the banner. Click the icon that appears only in this topic to make the banner reappear.
To use the integration, NoticeConnect® credentials are required.
Related Articles
Creating NoticeConnect® Credentials
Creating a Search of the Canada Will Registry