Transform client belongings into clarity.

Meli turns physical assets into structured digital inventories—so you can deliver smarter, more personalized estate planning at scale.
Help clients document what matters, streamline data collection, and strengthen relationships across generations.
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Technology first
Security by design
Data-driven decisions
emotional resonance
seamless integration
Client-centric focus

A smarter way to serve your clients.

Whether you're a financial advisor, wealth manager, or estate planning professional—Meli helps you go beyond documents.
Capture the full picture of your clients’ assets, simplify complex conversations, and deliver a more thoughtful, holistic planning experience.
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Effortless client onboarding
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Structured, usable data
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Flexible pricing
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Stand out in a crowded market
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Built by experts.

Designed for real-world complexity.

Meli combines expertise across estate planning, technology, and security to solve one of the most overlooked challenges in wealth management: understanding what clients actually own.
We don’t just build tools—we build alongside the professionals who use them.
Meet The Team

Everything you need to modernize estate planning.

We are driven by integrity, empathy, and innovation, ensuring we prioritize meaningful client outcomes.

Simple for clients. Powerful for you.

Clients can document belongings in minutes-without friction or confusion.

Structured data you can trust.

Organize client assets in a format that supports planning, compliance, and execution.

AI that does the heavy lifting.

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

Differentiate your offering.

Deliver a more thoughtful, high-touch experience clients won’t find elsewhere.

Stay aligned with your clients.

Track updates, collaborate easily, and keep everything in one place.

Built for sensitive moments.

Help clients navigate emotional decisions with clarity, care, and confidence.

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.

See how Meli fits into your practice.

Book a quick demo to explore how Meli can help you streamline workflows and deliver a better client experience.
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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.