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Estate Assist—Connect Bank Account — Estate bank account connection screen for EstateAssist

EstateAssist Dashboards

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Estate bank account connection screen for EstateAssist

Opening or connecting a bank account for an estate in EstateAssist. Before any transactions are tracked, a card explains how to open an account in the estate’s name.

Recommended banks come first, each on one row with its logo, maximum and base interest rates and maximum monthly interest, and two choices: open an account or connect an existing one. A search covers other banks, and a link at the bottom lets people ask for a bank that’s missing. The empty transactions table waits underneath.

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