Bank Statement Converter for Probate Court Filings

Executors and estate administrators need to inventory all financial accounts as part of the probate process. Convert the deceased person's bank statement PDFs to Excel to create a clear financial inventory for probate court filings and beneficiary accounting.

Key Benefits

• Creates financial inventory of all bank account transactions for probate court
• Exports date-of-death account balance for estate valuation
• Works with all major US and international banks
• Excel format accepted by probate courts and estate attorneys
• Covers checking, savings, and money market accounts

How It Works

1. Step 1: Obtain the decedent's bank statements as executor or administrator
2. Step 2: Upload each statement PDF to the converter
3. Step 3: Select Excel output
4. Step 4: Submit the Excel inventory to your probate attorney for court filing

Frequently Asked Questions

What bank statement documentation do probate courts require?

Probate courts require an inventory of the decedent's assets as of the date of death, including all bank account balances. Export the last statement before death to Excel — the ending balance is the reportable account value for the estate inventory (Form DE-160 in California, or your state's equivalent estate inventory form).

Can an executor access bank statements for probate purposes?

Yes. Once appointed as executor or administrator by the probate court (via Letters Testamentary or Letters of Administration), you can request bank statement copies from the decedent's bank. Present your court appointment letters to the bank branch. Once obtained, convert each PDF to Excel for your estate inventory and probate attorney's review.

Convert for Probate Filing Free