Meli is a B2B2C software platform that simplifies the process of creating itemized wills. It allows users to upload photos of sentimental belongings (we call them Pearls), attach notes & voice recordings, and will them to their loved ones. For businesses in the end-of-life planning sector, Meli provides a web-based platform to access and manage clients profiles.
Access your clients' data in three simple steps.
We handle the communications with your clients, while you receive automated updates directly to your inbox.
Show your clients that you care about their memories as well as their estates.
Meli has tiered pricing plans for firms of all sizes.
For law firms, Meli is a web-based software that allows estate attorneys to access a database of their client's Meli profiles. For their clients, Meli is an app that enables them to create legally binding, itemized wills 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 law firms of all sizes that want to provide their clients with a more sentimental and emotionally resonant end-of-life planning experience. It's built for attorneys looking to improve their client retention, increase billable touchpoints, 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.
When your client creates a Meli account with the link you provided, their account will automatically be linked to yours. On their end, they will be prompted to start the process of documenting the sentimental items they wish to pass on to their loved ones, when they're done, they are prompted in-app to finalize their will. You, as their linked attorney, will get an email notification that their data is ready for you to access. All you have to do is sign-in to your Meli account, click on your client's name, and download a read-only list. From there, you copy-paste the information into their will and schedule a meeting with them to sign the will and make it legally binding.
Absolutely! Meli's interface is user-friendly and intuitive, designed specifically with non-technical users in mind. You (or your paralegal) can easily download client data with the click of a button. For your clients, the Meli app is designed intuitively with very standard elements in mind. If your client knows how to take a picture with their phone, they can use Meli. It's really that simple.
