SoFi Statements for Probate & Estate Administration
Preparing SoFi 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 SoFi Statements Instantly
BankScan AI converts your SoFi statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking automatically. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
About SoFi Statement Format
SoFi's digital-first banking statements include Vaults, direct deposit details, and cashback tracking. BankScan AI extracts all transaction data from SoFi's modern format.
Getting Your SoFi Statement for Probate & Estate Administration
In the SoFi app or SoFi.com, go to 'Bank' > 'Statements', select the account and period, and download as PDF. SoFi also supports CSV exports through the transaction history page. 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 SoFi statement
Drop your SoFi Bank 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 SoFi's MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking — 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
SoFi + Probate & Estate Administration Features
- SoFi optimised — Handles MM/DD/YYYY dates and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- 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 SoFi statements in minutes
Convert SoFi 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 SoFi Statement Free