Documentation

Everything you need to know about managing estates with Allocate. Follow the guides below to learn how to inventory assets, run voting rounds, and finalize distributions.

Getting Started

Create your account, understand the platform, and set up your first case in minutes.

Inventory Phase

Building Your Case

Create cases, catalog assets with images and documents, and invite beneficiaries.

Allocation Phase

Elections & Distribution

Run voting rounds, analyze results, resolve conflicts, and make distribution decisions.

Fulfillment Phase

Finalizing & Reporting

Review allocations, finalize the case, generate reports, and archive completed estates.

By Role

For Estate Owners

How estate owners participate in planning cases — reviewing assets, suggesting allocations, and collaborating with your manager.

For Beneficiaries

How to accept your invitation, view assets, and vote in simple and weighted rounds.

Account

Account & Settings

Manage your profile, subscription, and get help with the platform.