Bank Statement Converter for Estate Planning
Good estate planning starts with a clear inventory of every account and balance you hold. Convert your PDF bank statements to Excel so you and your estate attorney can list assets, plan trust funding, and document account activity — without manually re-typing months of transactions into a spreadsheet.
Key Benefits
- Inventory accounts and balances for your estate plan
- Organize records to plan trust funding and titling
- Document recurring transactions for your estate attorney
- Export Excel for asset schedules and net-worth statements
- Free, no account required — files deleted after conversion
How It Works
- Step 1: Download recent statements for each account you hold
- Step 2: Upload each PDF to Bank Statement Converter
- Step 3: Select Excel or CSV output
- Step 4: Use the organized inventory in your estate planning meeting
Frequently Asked Questions
- Why inventory bank accounts for estate planning?
- An accurate account inventory helps your attorney structure trusts, plan beneficiary designations, and ensure assets are titled to pass according to your wishes.
- How does conversion help with trust funding?
- An Excel list of accounts and balances makes it easy to track which accounts have been retitled into your trust, a step many plans miss without an organized checklist.
Convert a Statement Free