Bank Account

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