TSB Statement Converter for Probate & Estate Administration

Convert your TSB bank statement to Excel for probate & estate administration. Handles DD MMM YY dates. 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 TSB Statement Free
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

TSB Statements for Probate & Estate Administration

Preparing TSB 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 TSB Statements Instantly

BankScan AI converts your TSB statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and single column with Type indicators, payment/receipt amounts, 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 TSB Statement Format

TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.

Getting Your TSB Statement for Probate & Estate Administration

In TSB Internet Banking, go to 'My accounts', select your account, click 'Statements', pick the date range and download as PDF. For transaction data export, use 'Download your transactions' in CSV format. 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

1

Upload your TSB statement

Drop your TSB 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.

2

AI extracts every transaction

Our AI handles TSB's DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance — extracting Balance at date of death, standing orders and direct debits .

3

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

TSB + Probate & Estate Administration Features

Convert TSB 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 TSB Statement Free

Frequently Asked Questions

Can I use a TSB statement for probate & estate administration?
Yes. BankScan AI converts TSB PDFs to structured spreadsheets ideal 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.
How many months of TSB statements do I need?
For probate & estate administration, typically Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel are required. HM Courts & Tribunals Service (for probate application), HMRC (for IHT400 inheritance tax form), and beneficiaries will specify the exact period.
How does BankScan AI handle TSB's format?
TSB uses DD MMM YY with single column with Type indicators, payment/receipt amounts, and running balance. BankScan AI is trained on this exact format.
Is my data secure?
Your bank statements are processed in memory and deleted immediately. We never store your financial data.

Related Tools