Bank Statement Converter for Deceased Estate Administration

Administering a deceased person's estate requires accurate bank statement records for the final income tax return, estate tax filing, and beneficiary distribution accounting. Convert the decedent's bank statement PDFs to Excel to streamline estate administration documentation.

Key Benefits

• Exports all transactions for final income tax return (Form 1040) preparation
• Documents date-of-death balances for estate tax (Form 706) valuation
• Works with all major US banks — executor access required
• Excel format accepted by estate attorneys and CPA firms
• Covers checking, savings, and money market accounts in the estate

How It Works

1. Step 1: Obtain statements as executor (present Letters Testamentary to the bank)
2. Step 2: Upload each bank statement PDF to the converter
3. Step 3: Select Excel output
4. Step 4: Provide to the estate attorney and CPA for final tax return preparation

Frequently Asked Questions

What bank statements are needed for a deceased person's final tax return?

The final Form 1040 covers January 1 through the date of death. Export all bank statements from that period to Excel to identify: interest income (1099-INT verification), business or rental deposits, Social Security payments, pension deposits, and IRA withdrawals. Your CPA uses this to verify all income reported on the final return matches what actually deposited in the decedent's accounts.

How do I get access to a deceased person's bank statements as executor?

Once appointed as executor by the probate court, bring the death certificate and court-issued Letters Testamentary to the bank branch. The bank must provide all account statements to the appointed executor. Many banks also allow executors to download PDF statements from the decedent's online banking by providing documentation. Convert these PDFs to Excel to begin estate administration.

Convert Deceased Estate Statement Free