Lloyds Statements for Probate & Estate Administration
Preparing Lloyds 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 Lloyds Statements Instantly
BankScan AI converts your Lloyds statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance automatically. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
About Lloyds Statement Format
Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
Getting Your Lloyds Statement for Probate & Estate Administration
Log in to Lloyds Internet Banking, select your account, click 'View statements', choose the period and download as PDF. CSV export is available under 'Download transactions' with custom date ranges. 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 Lloyds statement
Drop your Lloyds Banking Group 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 Lloyds's DD MMM YY and single Payment/Receipt column with type indicators and running balance — 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
Lloyds + Probate & Estate Administration Features
- Lloyds optimised — Handles DD MMM YY dates and single Payment/Receipt column with type indicators and running balance
- 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 Lloyds statements in minutes
Convert Lloyds 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 Lloyds Statement Free