For estate planning professionals, Meli is a web-based software that allows access a database of their client's Meli profiles. For their clients, Meli is an app that enables them to create itemized personal property by uploading photos of sentimental items (we call them "Pearls"), attaching personal notes/voice messages, and assigning them to loved ones.
Meli is ideal for financial advisors, wealth management firms, law firms, and insurance professionals who want to provide their clients with a more comprehensive and emotionally resonant estate planning experience. It's built for professionals looking to improve their client retention, build generational relationships, streamline data collection, and set themselves apart from competitors.
Security is our top priority. Meli uses end-to-end encryption, secure data centers, and regular security audits to ensure your data and your client's data is protected at all times. We are SOC2 and ISO 27001 compliant, ensuring that your clients are protected by enterprise-level security standards.
Meli uses a unique access link to connect you with your clients. When a client signs up using the link you provide, their account is automatically linked to yours. As they upload personal items and notes, you can securely view and manage their entries through your professional dashboard.
Meli helps you provide a higher-touch service, streamline client intake, and reduce ambiguity around personal bequests. It also opens new revenue opportunities and builds deeper trust with clients by bringing humanity into estate planning. By embedding your client's beneficiaries into the estate workflow early, Meli gives you the opportunity to build generational relationships and transform recipients—family members, friends, and trusted individuals—into future clients.
Meli is designed to be simple and intuitive. Most clients can upload items, record messages, and make updates with minimal support—we offer help guides and onboarding materials as needed (but it's usually not needed). Additionally, Meli utilizes AI to simplify the documentation process and remove the workload from clients.