For those clients using Troika to administer their estates, the probate functionality is found within the Wealth Management module.
The following sections together form a basic guide of how to manage probate in Troika. In the event of further and more specific queries, please contact support for further assistance.
- Creating a New Estate
- Adding Personal Representatives and Beneficiaries
- Managing the Estate's Assets and Liabilities
- Managing Investments
- Managing the Deceased's Bank Accounts
- Entering Reliefs and Exemptions
- Producing Reports
- Generating IHT forms
This article was last reviewed 05/2026.