Legal precision. Emotional resonance.

Modern estate planning software for end of life professionals.

Meli brings clarity and ease to personal legacies. We're a B2B2C SaaS platform for estate attorneys, wealth managers, and insurance professionals to help streamline client data and provide excellent client experiences. Meli turns inheritable belongings into shareable digital inventory—snap a photo, add a note, pick a recipient.
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Technology first
Security by design
Data-driven decisions
emotional resonance
seamless integration
Client-centric focus

Learn how Meli can enhance your client offerings.

Whether you're an Estate Attorney, Financial Advisor, Wealth Management Professional, Insurance Agent, or Pre-Planning Advisor—Meli is dedicated to delivering results that help your business thrive.  Differentiate yourself within the market. With Meli, you can focus on building trust and delivering value to your clients.
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User-friendly design
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Legal precision
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Flexible pricing
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Set yourself apart
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Our team is our superpower.

We take pride in our talented team and esteemed panel of legal advisors, each bringing niche expertise and diverse backgrounds to the table. In the complex field of estate planning, their next-level knowledge ensures we deliver specialized solutions tailored to the unique needs of our clients and partners.
We speak your language, we understand the industries you work in, and we pride ourselves on being part of your team. Meli doesn't just work for you, we work with you.
Meet The Team
Legal Precision. Emotional Resonance.

Led by strong values.

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

User-friendly design

Access your client data in three simple steps.

Legal precision

Compliance and accuracy assured every step of the way.

Flexible pricing

Tiered pricing plans available for firms and companies of all sizes.

Set yourself apart

Show your clients that you care about their estates AND their memories.

Streamlined collaboration

Streamline collaboration and track your client's updates in real time.

Client-first approach

Our app ensures a personalized and compassionate experience for your clients.

Industry updates

Sign up for our newsletter and stay up-to-date with the latest Meli news.

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.
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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.
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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.
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Legal precision. Emotional resonance.
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