Meli brings clarity & ease to personal legacies.

Meli is an AI-enabled digital platform that helps estate planning professionals deliver more personalized and efficient services to their clients. Through a secure mobile app, clients can easily document their personal belongings, the stories and memories associated with them, and assign them to beneficiaries. That information is automatically shared with their advisor through a connected admin console, streamlining the estate planning process.

Designed to bridge the gap between legacy and logistics, Meli empowers professionals to deepen client relationships, stay connected across generations, and offer a more complete picture of a client’s legacy—both emotional and material.

Technology first

Security by design

Data-driven decisions

emotional resonance

seamless integration

Client-centric focus

Streamline Estate Planning. DEEPEN CLIENT RELATIONSHIPS.

AI-enhanced tools & key features.

We use AI to streamline data collection and eliminate the tedious aspects of documenting personal property, allowing your clients to focus on the fun parts.

AI description generation

AI detects user-uploaded items & uses an image recognition model to generate a physical description of the object, simplifying the upload process for clients and collecting valuable information for you.

AI sentiment & emotional relevance tagging

Meli's AI analyzes the tone and content of user-submitted voice notes to identify emotional relevance and categorize items based on inferred significance. We give you this data so that you can connect with clients on a deeper level.

AI valuation estimate

Meli’s valuation module uses client input and visual data then scans the web for similar items across online marketplaces to suggest an estimated value. This tool is essential for whole estate valuation and insurance claims.

API integrations with leading estate software

Meli's API integrates easily with all the existing leading estate planning software and we are adding more every day. Contact us to see if yours is on our list—if it's not, let's work together to integrate it.

Streamlined collaboration

Meli's admin portal, allows you to track your client's updates in real time, easily export their data (PDF, CSV, TXT), and access a list of all named beneficiaries.

Encrypted & Compliant

Meli is built to meet SOC2 and ISO 27001 standards, ensuring that your firm is offering estate planning tools with enterprise-level security.

Our team is our superpower.

Artemis Antippas

Founder

Artemis has built several successful and innovative businesses in the CPG and Fine Art industries. As Founder/CEO of Greek Girls Rice Pudding, she accumulated over 10 years of experience with business strategy and sales.

Amanda Fetter

Co-Founder

With extensive experience working in lead marketing and partnerships roles at Web3 tech startups, Amanda has a knack for developing thought leadership, brand strategy, and forging meaningful business partnerships.

FAQs

What does Meli do?

Meli helps you organize, document, and share your personal belongings — especially the items that matter most. You can upload photos, write notes or record voice messages, assign items to specific people, and even estimate their value. Meli makes it easy to create a clear, shareable record of what you own and what you want to happen to it — whether for personal peace of mind, future planning, or professional support with estate or insurance needs.

Who is Meli for?

Meli is for anyone who wants to be intentional about what they leave behind — and make things easier for the people they love. Whether you’re organizing sentimental belongings, planning for the future, or supporting a formal estate plan, Meli gives you a simple, secure way to document what matters. It’s especially helpful for individuals working with a financial advisor, estate attorney, or insurance professional, but anyone can use Meli to create clarity around their personal property.

Who can see the information in my Meli account?

Only the people you choose. You can export your list to a family member, advisor, or anyone you'd like — and no one else can access your account unless you share it. If you designate a Trusted Person within Meli, they’ll receive secure access to your account after your death. This ensures your documented wishes are available to someone you trust, exactly when they’re needed.

Do I need a will to use Meli?

No — Meli is designed to be helpful whether or not you already have a formal will. You can use it to document and share your intentions for personal items, heirlooms, and sentimental belongings. If you do have a will, Meli can complement it by adding context to support the personal property memorandum section. If you don’t have a will, Meli is still a powerful tool for communicating your wishes and bringing clarity to your loved ones. Many users start with Meli and later share their list with an attorney or advisor to help create a formal plan.

Is Meli legally binding?

Meli is not a legal document in itself, but it’s a powerful tool for communicating your intentions. Whether it holds legal weight depends on your state’s laws — in some cases, a list of personal property with clear instructions may be recognized if referenced in a will. Because these rules vary by state, we recommend sharing your Meli export with an estate attorney. They can help incorporate it into your formal estate plan or personal property memorandum to ensure your wishes are legally upheld.

What types of items should I include?

Anything that matters to you — whether it’s financially valuable, emotionally significant, or simply something you want remembered. This could be a valuable watch, a childhood toy, a kitchen table, or a handwritten letter. Some users upload items with inheritance in mind, while others use Meli to support insurance claims or estate valuations.

Meli is yours to use however you want or need — to document your personal property, express your intentions, and provide clarity to loved ones. Many people share their lists with estate attorneys to support the personal property section of a will, or with insurance agents and wealth managers to assist in coverage, claims, or settlement planning. It’s a flexible tool designed to serve your needs — now and in the future.