Bench + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Bench? Executors and solicitors handling probate need to review the deceased's bank statements to value the estate, identify debts, and distribute assets. BankScan AI bridges the gap between your bank's PDF statements and Bench's import feature.
BankScan AI → Bench for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Bench import. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel of statements.
AI formats for Bench
Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process — dates in MM/DD/YYYY.
Import and use for probate & estate administration
Upload into Bench and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench + Probate & Estate Administration Features
- Bench ready — Output formatted as CSV matching Bench's expected column structure
- Smart integration — Bench bookkeepers can use BankScan AI's pre-structured data to speed up categorisation, reducing the typical 5-day turnaround to 1-2 days for historical catch-up bookkeeping.
- 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.
Import for Probate & Estate Administration into Bench
After converting your bank statements for probate & estate administration:
- Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal
- They import the data into your Bench account for categorisation and reconciliation
Common Import Issues
Bench's human bookkeepers handle most import issues. Main challenge is when bank feeds disconnect — BankScan AI serves as the backup data source for gap periods.
Bench Import for Probate & Estate Administration
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 for Bench + Probate & Estate Administration