Credit Card Statements for Probate & Estate Administration
Preparing Credit Card 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 Credit Card Statements Instantly
BankScan AI converts your Credit Card statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY (varies by issuer) and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due automatically. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
About Credit Card Statement Format
Credit card statements from any UK issuer — including Barclaycard, MBNA, Capital One, Tesco Bank, and John Lewis — are parsed by BankScan AI with high accuracy.
Getting Your Credit Card Statement for Probate & Estate Administration
Most UK credit card issuers offer PDF statement downloads through their online banking portals or apps. Check 'Statements' or 'Documents' in your card issuer's app. For Barclaycard, MBNA, or Capital One, log in to their respective websites for PDF 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 Credit Card statement
Drop your UK Credit Card Statements statement PDF. Supports PDF, scanned 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 Credit Card's DD/MM/YYYY (varies by issuer) and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due — 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
Credit Card + Probate & Estate Administration Features
- Credit Card optimised — Handles DD/MM/YYYY (varies by issuer) dates and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due
- 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 Credit Card statements in minutes
Convert Credit Card 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 Credit Card Statement Free