To add a Bank Account to the Inventory:
- Enter the balance at the date of death
- Indicate whether the account is fully owned by the deceased or a joint account
- If it is a joint account, indicate the percentage owned by the deceased
- Select the currency, the account type, and the institution
- Optionally, you can also include the account and transit number. Although not required, including these details can provide more clarity later on in the process
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