Virgin Money Statements for Probate & Estate Administration
Preparing Virgin Money 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 Virgin Money Statements Instantly
BankScan AI converts your Virgin Money statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and modern single-column layout with colour-coded spending categories 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 Virgin Money Statement Format
Virgin Money statements (formerly Clydesdale/Yorkshire Bank) use a modern layout with transaction categories that BankScan AI preserves during conversion.
Getting Your Virgin Money Statement for Probate & Estate Administration
In Virgin Money Online Banking, go to 'My accounts', select your account, click 'Statements' and download as PDF. For transaction exports, use the 'Download' button under your transaction list with CSV or OFX format options. 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 Virgin Money statement
Drop your Virgin Money UK 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 Virgin Money's DD/MM/YYYY and modern single-column layout with colour-coded spending categories 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
Virgin Money + Probate & Estate Administration Features
- Virgin Money optimised — Handles DD/MM/YYYY dates and modern single-column layout with colour-coded spending categories 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 Virgin Money statements in minutes
Convert Virgin Money 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 Virgin Money Statement Free