This article forms part of the NoticeConnect® Guide and shows how to create a search in the Canada Will Registry
Prerequisites : NoticeConnect® Credentials
To create a search follow this process
Click on the Search the Canada Will Registry using NoticeConnect® button in Tab B " The Deceased "
Required Fields
The following information will be passed to NoticeConnect® from the Estate-a-Base fields:
- First name of the deceased on Tab B
- Last name of the deceased on Tab B
- Date of death on Tab B
- Date of birth on Tab B
- Jurisdiction of last residence of deceased on Tab B
Should information be missing from Tab B, you will be presented with a Missing Information box which will indicate which fields are missing.
Click OK and proceed to the appropriate field to enter the information.
Once all the information has been entered, to proceed click on the Search the Canada Will Registry using NoticeConnect® button.
A window will appear showing all information passed from Estate-a-Base field to NoticeConnect®.
Edit the data in the NoticeConnect fields if required
When finished click Submit Search
Data entered in the NoticeConnect embedded window will not pass back to the appropriate fields in Estate-a-Base. To keep the information accurate in both programs, it is recommended that you make any changes in Estate-a-base |
Submit Search
After submitting you will be presented with the Is all the information you entered correct? screen.
This is a final warning to make sure all the information entered is correct. You will not be able to make changes after you submit the search.
If changes are required click on the Continue Editing button
It will go back to the previous screen
Click Confirm Submit button when done, you are also agreeing to NoticeConnect’s Terms of Service.
Payment Method
After you have clicked Confirm Submit, you will be presented with the NoticeConnect Payment Method page where you can pay by cheque or credit card.
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Select payment method and click Complete Your Purchase.
Once you have completed your purchase you will be presented with the screen below indicating that Your Search was submitted successfully and you will receive a receipt by email from NoticeConnect.
Search Certificate
You will also receive a Search Certificate from NoticeConnect by email. Retain this receipt in your file as proof that you have taken the necessary steps to locate a Will.
If a Search Query finds a firm with a matching Will, the representatives have 30 days to contact you. |
View Knowledge of a Will Notice
Your Search of the Canada Will Registry and search for unregistered Wills by posting a Knowledge of a Will notice have now been completed. You can view the Knowledge of a Will Notice at any time by clicking on the View Knowledge of a Will Notice button on Tab B.
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NoticeConnect® Reference Guide