Capture what matters.

Meli helps you document your belongings, preserve their stories, and keep everything organized in one secure place.
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Why it matters
Estate planning isn’t just about finances—it’s about the items that carry meaning, memory, and history.
Meli makes it easy to document your personal belongings, from everyday items to family heirlooms. Add photos, record voice notes, and share the story behind what matters most.
Everything is securely organized and accessible—so you, your family, and your advisor have clarity when it matters most.
Meli is typically provided through your financial advisor as part of your estate planning experience.
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FAQs

What is Meli?

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Meli is a secure app that helps you document your belongings, organize them in one place, and share that information with your advisor as part of your estate planning.

Do I need to be tech-savvy to use Meli?

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Not at all. Meli is designed to be simple and intuitive—just take photos, add notes if you’d like, and everything else is handled for you.

Is my information secure?

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Yes. Meli is built with strong security measures to protect your data and ensure only authorized users can access your information.

Can I update my information over time?

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Absolutely. You can add, edit, or remove items at any time as your life and belongings evolve.

Do I have to enter everything at once?

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No. You can go at your own pace—add items whenever it’s convenient.

How does my advisor use this?

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Your advisor uses the information you provide to better understand your assets and support more complete, personalized estate planning.

Organize your belongings. ease the burden.

Key features & Benefits

Why people love using Meli

Capture what matters most

Use Meli to document any item that is meaningful to you — whether it’s deeply sentimental, highly practical, financially valuable, or simply irreplaceable in your heart. If it matters to you, it belongs here.

Add context & story

A photo can show what something is — but a story explains why it matters. Meli lets you include typed notes or voice recordings to share the memories, meaning, or instructions behind each item. These small details can bring comfort, clarity, and connection when it matters most.

Declare a value

Enter an estimated dollar value for each item. This helps streamline estate valuation, supports accurate insurance claims during your lifetime, and gives your family clarity on which items carry monetary worth.

Choose who gets what

Clearly assigning your belongings to specific people helps prevent misunderstandings, hurt feelings, or disputes down the line. Meli makes it easy to communicate your intentions, so your family isn’t left guessing. Your legacy should bring people together, not apart.

Export & Share

Download your list and share it with the people who need it. A TXT file can be sent to your estate attorney to help inform the personal property memorandum of your will. A PDF with images and declared values can support insurance claims. Sharing with a wealth manager can help with estate settlement, valuation, and overall planning.  You stay in control of what’s shared, and with whom.

Private & Secure

Your information is encrypted and stored securely. No one can access your Meli account unless you choose to share it. Whether you’re sending your list to a trusted advisor, family member, or keeping it private for now, you’re always in control. Meli is built with privacy in mind — because your legacy is personal, and it deserves to be protected.

FAQs

What does Meli do?

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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?

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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?

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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?

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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?

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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?

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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.