Bank Account

To add a Bank Account to the Inventory:


  1. Enter the balance at the date of death (applicable if you are working on an estate), and the current balance.
  2. Indicate whether the account is solely or jointly owned. If it is a joint account, indicate the percentage owned by the deceased or settlor.
  3. Select the currency, the account type, and the institution.
  4. Optionally, you can also include the account, transit number, and institution details. Including these details can provide more clarity later on in the process.
  5. For an estate: denote whether the account passes through or outside of the succession.
  6. Once you are finished, you can save the item, save it and add a new item, or add accrued interest to the account.
Was this article helpful?
0 out of 1 found this helpful



Please sign in to leave a comment.

Articles in this section

See more