#+
Law Firms
$# millions
Estate Value Settled
85%
Time Saved
98%
Client Satisfaction
Asset Division Shouldn't Be This Hard
Manual tracking of hundreds of assets across spreadsheets
Disputes and miscommunication between beneficiaries
Time-consuming coordination of valuations and preferences
Lack of transparent process leading to client dissatisfaction
A Platform Built for Legal Professionals
Centralized digital catalog with photos and valuations
Structured voting system with clear audit trails
Automated notifications and real-time collaboration
Complete transparency for all parties involved
How It Works
Four simple steps to transform your asset separation process from chaos to clarity
Catalog Assets
Create a comprehensive inventory with photos, descriptions, and estimated values for all items in the estate
1
Invite Participants
Securely invite beneficiaries, co-counsel, or family members to view and participate in the process.
2
Facilitate Voting
Run simple yes/no votes or weighted point allocation rounds to gauge preferences and reach consensus.
3
Settle & Document
Finalize the distribution with automated reports, audit trails, and documentation for your records.
4
Everything You Need to Manage Asset Separation
Powerful features designed specifically for estate and family law practioners
Instant Asset Cataloging
Import entire estate assets list via CSV upload, with support for images. Preview and validate before importing hundreds of assets in seconds.
Flexible Voting Methods
Run as many voting rounds as necessary, choosing between Simple Voting or Weighted Voting to match the complexity of different estates.
Conflict Detection
Visual heatmaps and analytics instantly reveal competing interests, with automated conflict scoring that highlights high-priority disputes requiring attention.
Workflow Management
Set up rounds once and let participants vote on their own schedule. Monitor progress remotely without coordinating meetings or calls.
Access From Anywhere
Participants join via secure invite links on any device—phone, tablet, or computer—without creating accounts or downloading apps. Full functionality on mobile for voting on-the-go.
Smart Settlement
AI-powered allocation recommendations based on voting patterns, with bulk operations to accept suggestions or override with manual decisions.
Settlement Documentation
Generate comprehensive settlement reports with complete audit trails, SHA-256 integrity hashing, and timestamped decision history for legal compliance.
Highest Bidder Transparency
In weighted rounds, participants see real-time feedback on whether they're leading or outbid on specific assets, enabling strategic reallocation of credits.
Plans and Pricing
Choose the plan that corresponds to your practice. Title Allocate will grow with the size of your practice.
Specialized Services
We make our network of experts available to you to get you through settlement seamlessly
Cataloging
Professional inventory specialists document every item with photos and details descriptions.
Valuation & Appraisal
Certified appraisers provide accurate market valuations and formal appraisal reports.
Shipping & Storage
Coordinated logistics for secure transportation of items to beneficiaries nationwide. Climate-controlled storage facilities for items during the settlement process.
Insurance Coverage
Comprehensive coverage options to protect high-value items during transition.
"Title Allocate transformed how we handle estate settlements. What used to take weeks now takes days, and our clients love the transparency."
Sarah Mitchell
Estate Planning Attorney
Mitchell & Associates
"The voting system is brilliant. I set up the list, create rounds, and my clients vote on their own time. I save so much time not having to manage lists and versions. It reduces conflict and gives everyone a voice."
David Chen
Family Law Partner
Chen Legal Group
"The audit trail and reporting features have been invaluable for court documentation. It's become an essential tool in my practice."
Jennifer Rodriguez
Probate Specialist
Rodriguez Law Firm
Security & Compliance You Can Trust
Built for legal professionals with the highest standards of security and privacy
Professional Standards
Designed in consultation with leading estate and family law practitioners
Legal Compliance
Built to meet compliance requirements for record retention, activity log, and chain of decision
Data Privacy
Strict data privacy guidelines, role-based access controls, and data sovereignty
Bank-Level Security
256-bit SSL encryption SOC 2 Type II (pending) infrastructure
Frequently Asked Questions
Everything you need to know about Title Allocate
If you already have the inventory list ready, you can get set up in a matter of minutes. We provide a template to easily upload the full list seamlessly.
It is free for beneficiaries and participants. The attorney license allows you to grant a secure access to view items, participate in voting, and track progress.
You retain full access to export all case data, reports, and documentation. We provide a 30-day grace period after cancellation to download your files, and we never delete your data without explicit permission.
Yes. Title Allocate can handle any type of asset for the asset division process. Our services are specialized for art & collectibles, but feel free to use Title Allocate for estate asset.
Absolutely. We have the internal expertise and the network of experts to help you catalog any art and collectible items. If it falls outside of our expertise, we will find the right experts for you. Each project is unique and we will provide a cost estimate before starting the work.
Our specialized services are there to save you the trouble of finding the right vendors in a niche and fragmented sector. We will obtain best execution for your and your clients and we will recharge the fee with a small coordination fee that will be listed on the invoice.