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Sophisticated asset allocation made simple

Coordinate complex asset distributions with transparency, equity, and precision.

Asset allocation visualization

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 Title Allocate Works

1

Catalog Assets

Create a comprehensive inventory with photos, descriptions, and estimated values for all items in the estate.

2

Invite Participants

Securely invite beneficiaries, co-counsel, or family members to view and participate in the process.

3

Facilitate Voting

Run simple yes/no votes or weighted point allocation rounds to gauge preferences and reach consensus.

4

Settle & Document

Finalize the distribution with automated reports, audit trails, and documentation for your records.

Save time managing workflow to regain time to help your clients.

  • Simplify complex separations: centralize every item, value, and claim in one secure workspace.
  • Reduce conflict: structured rounds make decisions transparent and traceable.
  • Maintain neutrality: audit-ready records protect you from disputes.
  • Delegate confidently: participants can vote or prioritize without endless email threads.
  • Close mandates faster: automated summaries and reports cut hours of admin.
Book a demo
Title Allocate Demo
Watch how Title Allocate turns asset division into a streamlined legal workflow.

Built For

Estate Settlements

Distribute assets among beneficiaries with transparency and documentation.

Business Dissolutions

Equitably allocate company assets during partnership splits or wind-downs.

Asset Liquidations

Coordinate stakeholder preferences before deciding what to sell or keep.

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