The Canada Will Registry integration with Will Builder allows legal professionals to manage their will vaults, and receive alerts if someone is looking for a will in their firm's possession. The Canada Will Registry now has 260,000 registered wills so estate trustees and firms can carry out effective due diligence by carefully searching for a will, and allows for lawyers to efficiently manage client information.
Registering is made even easier with this integraton as Will Builder users can register individual estate planning documents or their entire will vault. And most importantly, lawyers can register their will indexes without having to obtain additional client consent forms.
Firms will register only information about the document such as: who is the testator, when the document was executed, and where it is located. This makes for a safe, secure, and easy to search will vault.
How to register your documents with the Canada Will Registry and Will Builder
To get started, log into Will Builder. When registering several documents, there are three places you can do so:
- Register Documents With the Canada Will Registry under the Announcements section of the homepage.
- At the top of the page, click the Go to tab and then Register Documents With the Canada Will Registry from the drop-down menu.
- The banner on Tab A, where you can click Register all your Wills now and proceed from there.
Regardless of the option you click, the Register All Estate Planning Documents With the Canada Will Registry box will pop up with your records and document types. This is where you can register your will vault or individual documents, filter through documents, and create a list of the items registered with the Canada Will Registry.
From this list, select the documents you want to register and click Upload Documents to Canada Will Registry.
The Select NoticeConnect User window will appear and then Solicitors Database. Select which Solicitor profile you'd like to use and click Select.
You should then see the Upload Complete window that confirms how many documents you've uploaded. You will also recieve a confirmation email from NoticeConnect confirming your registration(s) with the Canada Will Registry.
To access your Will Vault:
- Log into to NoticeConnect.com
- Click the Will Registry tab
- Select My Will Vault from the drop-down menu
In your will vault you can manage, search, filter, delete, and transfer records.
Download Will Builder's quick reference guide, here.
Contact us to learn more
Want to learn more about the benefits of using the Canada Will Registry? Send an email to firstname.lastname@example.org or give us a call at 1-866-577-8509.