This article forms part of the NoticeConnect® Guide and shows how to create a notice to creditors within NoticeConnect®
To create a Notice to Creditors:
Click "Create A Notice to Creditors with NoticeConnect®" button on Tab B.
- All data will pass from Estate-a-Base to NoticeConnect.
Mandatory Fields for Notice to Creditors
The following fields in Tabs B and D must be completed to post a Notice to Creditors:
- Name of Deceased on Tab B
- Date of Death on Tab B
- Jurisdiction on Tab B
- Date by Which Creditors must Bring their Claims on Tab B
- In the Interested Parties topic, Tab D, add an Estate Trustee and include the address, jurisdiction, telephone, email address and Is Contact? details for this party.
Missing Data
Should any of the above information be missing from Tab B, you will be presented with a Missing information window which will indicate which fields are missing.
Click OK and proceed to the appropriate fields to enter the information.
Once you have clicked on the Create A Notice to Creditors with NoticeConnect® button you will be presented with the following confirmation screen.
You are able to edit the notice from this screen or Continue to Payment if you are satisfied with the data.
Any changes made to fields in the NoticeConnect window will not appear in the Estate-a-Base record. |
Continue to payment
You will have the option of adding a commissioned affidavit of publication for an extra $40 before proceeding to checkout. If you select this option, the affidavit will mailed out by NoticeConnect® within 10 business days of your order.
Alternatively, you can skip this option and go to Checkout.
Click on the Continue to Payment to proceed.
Checkout and Payment Method
In the Checkout screen, you will see the charge for the notice and affidavit of publication (if requested). You will also have the option to pay by credit card or by cheque.
Select a saved Credit Card or add a new one
If you choose to pay by cheque, your notice will be posted when the payment clears.
Complete your purchase
Select payment method and click Complete your purchase.
A Thank you message appears in the NoticeConnect window.
- NoticeConnect will email a receipt to you (if you paid by credit card) or an invoice (if you paid by cheque). The receipt includes a link to the notice.
View your Notice to Creditors
You can view your notice any time by clicking on View a Notice to Creditors with NoticeConnect® on Tab B.
Once the notices are posted (which is immediate for credit card payments), you will be able to see them on the main NoticeConnect web page in the RECENT NOTICES section.
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NoticeConnect® Reference Guide