Coconut + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Coconut? 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 Coconut's import feature.
BankScan AI → Coconut for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Coconut 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 Coconut
Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses — dates in DD/MM/YYYY.
Import and use for probate & estate administration
Upload into Coconut and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Coconut + Probate & Estate Administration Features
- Coconut ready — Output formatted as CSV matching Coconut's expected column structure
- Smart integration — Coconut auto-categorises imported transactions by comparing them against your existing Coconut transaction categories, learning your categorisation preferences over time.
- 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 Coconut
After converting your bank statements for probate & estate administration:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Coconut 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 Coconut + Probate & Estate Administration