Bank of America Statements for Probate & Estate Administration
Preparing Bank of America bank statements for probate & estate administration? Executors and solicitors handling probate need to review the deceased's bank statements to value the estate, identify debts, and distribute assets.
Convert Bank of America Statements Instantly
BankScan AI converts your Bank of America statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections automatically. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
About Bank of America Statement Format
Bank of America statements include CHECKCARD entries, ACH transfers, and wire transactions in a multi-section layout. BankScan AI extracts all transaction types with full descriptions.
Getting Your Bank of America Statement for Probate & Estate Administration
In Bank of America Online Banking, go to 'Statements & Documents', select your account and the statement period, then click 'Download (PDF)'. For QFX or CSV exports, use 'Download transactions' from the account activity page. Download Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel of statements.
How It Works
Upload your Bank of America statement
Drop your Bank of America statement PDF. Supports PDF. Need Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel? Upload them all.
AI extracts every transaction
Our AI handles Bank of America's MM/DD/YYYY and multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections — extracting Balance at date of death, standing orders and direct debits .
Use for probate & estate administration
Download formatted Excel ready for probate & estate administration. Date-of-death balance clearly stated, recurring payments listed separately for cancellation, all accounts of the deceased consolidated into one estate summary
Bank of America + Probate & Estate Administration Features
- Bank of America optimised — Handles MM/DD/YYYY dates and multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections
- Built for probate & estate administration — Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
- Period coverage — Convert Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel of Bank of America statements in minutes
Convert Bank of America for Probate & Estate Administration — Fast
IHT400 must be submitted within 12 months of death to avoid interest charges; probate grant cannot be issued until HMRC receives the IHT forms
Convert Bank of America Statement Free