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
In the event you don't have access to the estate administration menu options referred to within these articles, please contact support in the first instance.
This article was last reviewed 05/2026.