The missing layer
of estate planning

Meli empowers your clients to document their personal belongings while providing advisors with structured insights that support more comprehensive estate planning.
Uncover planning opportunities, identify potential gaps, deepen client relationships, and better understand the people behind the assets.
Start for free
Technology first
Security by design
Data-driven decisions
emotional resonance
seamless integration
Client-centric focus

Built for the conversations that matter most.

Financial planning isn't just about numbers.

Clients often care just as deeply about family heirlooms, collections, sentimental belongings, and the legacy they leave behind.
Meli helps advisors bring those conversations into the planning process with structure, clarity, and confidence.
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Strengthen client relationships
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Understand beneficiary dynamics
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Uncover planning gaps
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Differentiate your practice

Go beyond financial assets.

Meli helps advisors collect meaningful information, uncover planning opportunities, and deliver a more personalized client experience.

Easy for clients.

Clients can document belongings, beneficiaries, and family stories from their phone in minutes.

Actionable advisor insights.

Transform client information into organized data that supports planning conversations & better decision-making.

AI powered organization.

Automatically categorize assets, generate descriptions, and reduce manual work.

Differentiate your practice.

Offer a planning experience that goes beyond traditional financial assets.

Strengthen family connections.

Gain visibility into the people, relationships, and stories that matter most to your clients.

Enterprise-grade security.

Protect sensitive client information with a security-first architecture and controlled access.

Designed for real-world complexity.

Estate planning isn’t just about assets—it’s about people, relationships, and legacy.
Meli helps you show up for clients with greater clarity, empathy, and precision—when it matters most.

Start using Meli today.

Create your advisor account and use Meli with up to 3 client profiles at no cost. No credit card required.
Start for free

Insights shaping the future of estate planning

Stay ahead of industry shifts, client expectations, and emerging trends.
Stay ahead of what’s changing in estate planning.
Get insights, trends, and updates from Meli.

Why Gen-Z Is Suddenly Creating Wills And Trusts — And You Should Too

An unmet demand for estate planning among younger demographics. Have Gen-Zs and Millennials become the quiet leaders in estate planning? Forbes.

2025 Report on the US Legal Market: Embracing change in the era of innovation

Underlying factors of the marketplace point to a need for firms to rethink business and improve their tech. Thomson Reuters.

Yes to Text Messages, No to Video: What Counts as a Will

About a dozen states recognize electronic wills, and legislation is pending in several others. The pros and cons of digitization in the legal field are vast. The Wall Steet Journal.