Troika Accounting: Probate
The Complete Estate Management System
Managing the
The Probate Management Solution
Whether you are looking for probate only software or a complete trust and estate management system, Troika Accounting will give you the edge over the competition to grow your business.
Quickly report on assets and liabilities at any point in the process to reduce the risk of overpaying beneficiaries.
One click production of IHT forms including the IHT400 and all sub-schedules, IHT205 and C4 Corrective Account.
Easily add tasks and workflows to stay on track with all deadlines throughout the probate process.
Automatically set up trusts arising from an estate and manage their ongoing administration and accounts.
Compare our software against your current solution
Troika Accounting Probate offers everything you need to manage the most complicated
probate cases from start to finish, yet is simple and efficient to use.
THE MOST ADVANCED ESTATE ACCOUNTS ON THE MARKET
Probate is a very competitive market and as a private client practitioner you may have to work harder and charge less, but with Troika Accounting Probate, you can turn a difficult market into a highly profitable one and benefit from the most comprehensive STEP-based accounts on the market.
Features
Advanced Accounting
Troika Accounting Probate is capable of capturing a substantial amount of information from investments, assets and bank accounts to income and dividends.
Manage investment valuations and capital events to record changes to the estates value.
Automatically track profit and loss on sales to calculate CGT and assist with managing tax obligations during the administration period.
Process split-client disbursements for investment holdings which can be allocated to beneficiaries, clients or trusts.
Benefit from real-time updates of financial data through all the relevant accounting periods.
Simple Data Capture
Troika Accounting Probate has been designed to simplify your workload and make estate management as straightforward as possible.
The simple set-up wizard makes it effortless to add new estates to the system.
Data capture follows the IHT400 to help you capture all the details you need to obtain the grant of probate.
Straightforward data entry that anyone can navigate lets you move away from the traditional fee earner structure.
Reduce data duplication as details entered once populate the grant application, the administration period and produce the estate accounts.
Calendar and Tasks
Troika Accounting Probate will keep your cases on track, whatever the level of progress.
Search and share tasks across all users, to help manage team allocated caseloads or track staff performance.
Pre-built probate workflows are included as standard but can be tailored to reflect your company processes.
Integrated diary and workflow tools allow you to set and allocate tasks, reminders and workflows, including deadlines and important events, to each probate case.
Produce reports at any point during the case to give a measure of work outstanding.
Extensive Reporting
Troika Accounting Probate has all the statements and reports you need to stay in control of every estate you manage.
The date of death statement shows all the assets and liabilities of the estate and gives you a net chargeable value.
Easily report on additions to and reductions in the value of the estate during the period of administration.
Generate beneficiary accounts showing their individual entitlement in the estate and payments made to them.
Produce comprehensive estate accounts showing the net value and correctives for the items included for inheritance tax purposes.
