Title Allocate Launches AI-Assisted Personal Assets Management Platform

New York, NY — December 18, 2025 — Leads & Copy — Title Allocate has launched its AI-assisted personal assets management platform to help estate attorneys with complex challenges and tight settlement timelines.

The platform addresses the growing wave of asset distribution resulting from the Great Wealth Transfer, where an estimated $100 billion in art and collectibles will change hands annually over the next decade. While stocks and real estate transfers are relatively straightforward, unique personal property can create bottlenecks in an orderly settlement. Cataloging, valuing, and dividing these assets is often a manual and time-consuming process.

Estate tax returns are required within nine months of a client’s passing, creating tight deadlines. Attorneys face operational challenges and emotionally charged disputes.

According to Matthew Erskine, an attorney specializing in estate and tax planning, the lack of structure around personal property in estate and divorce matters creates unnecessary risk and frustration. He added that Title Allocate mirrors how these cases unfold and produces documentation that attorneys can integrate into broader tax and settlement planning.

Title Allocate provides a centralized digital platform for inventory creation, property valuation, preference ranking, conflict flagging, and asset division. Specializing in art, collectibles, and unique personal property, the platform uses a network of certified appraisers and a cataloging framework to organize and value assets. AI helps identify issues and find the right specialists for each category.

Title founder George Fortin said that unique personal property often causes estates to get stuck. Title provides expertise in fine art and collectibles, acting as an extension of attorneys’ practices and offering a single platform to manage personal property allocation, Fortin said.

The platform’s preference conflict resolution system weighs sentimental value alongside monetary worth. The system allows managers to assign each party a set number of points to indicate which items they value most. This weighted voting system enables holistic valuation, considering both market and sentimental value.

According to Fortin, asset allocation absorbs an enormous amount of time for estate professionals. Title Allocate consolidates steps into a structured, repeatable process, saving time and providing better outcomes for clients, Fortin said.

Title Allocate is currently available.

Title is a technology company specializing in wealth, institutional collectibles, and private asset management. The company combines AI capabilities with experience serving collectors, family offices, and financial institutions. Title created Title Allocate in collaboration with specialized attorneys.

Jennifer Horton
Jennifer@Relevance.com
(573) 864-0616

Source: Title Allocate

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