Citibank Statements for Probate & Estate Administration
Preparing Citibank 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 Citibank Statements Instantly
BankScan AI converts your Citibank statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures automatically. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
About Citibank Statement Format
Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types.
Getting Your Citibank Statement for Probate & Estate Administration
In Citi Online, go to 'Account Management' > 'Statements', select the account and period, and download as PDF. For QFX or CSV exports, use the 'Download' option on the account activity page. The Citi Mobile app also offers statement downloads. 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 Citibank statement
Drop your Citigroup / Citibank 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 Citibank's MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures — 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
Citibank + Probate & Estate Administration Features
- Citibank optimised — Handles MM/DD/YYYY dates and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures
- 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 Citibank statements in minutes
Convert Citibank 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 Citibank Statement Free