First Direct Statements for Probate & Estate Administration
Preparing First Direct 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 First Direct Statements Instantly
BankScan AI converts your First Direct statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers automatically. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
About First Direct Statement Format
First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
Getting Your First Direct Statement for Probate & Estate Administration
Log in to First Direct Online Banking, go to 'Statements', select the account and date range, and download as PDF. First Direct also supports OFX export under 'Download transactions' for direct import into accounting software. 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 First Direct statement
Drop your First Direct (HSBC) 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 First Direct's DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers — 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
First Direct + Probate & Estate Administration Features
- First Direct optimised — Handles DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- 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 First Direct statements in minutes
Convert First Direct 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 First Direct Statement Free