At Meli, we believe that the legacy your clients leave should be as meaningful as the life they lived. Traditional estate planning can feel impersonal and complicated, overlooking the sentimental value of cherished belongings.
Meli was born from the desire to create a modern, accessible way for individuals to capture cherished memories in their wills, while offering Estate Planning Attorneys and Succession Lawyers a valuable tool to elevate client offerings.
The end-of-life planning space is eons behind other industries when it comes to technical integrations. Meli is a modern, digital solution that simplifies and personalizes the process of creating and managing itemized wills. We leverage technology to make estate planning accessible and meaningful.
Data protection is at the heart of everything we do. Our platform is built with top-tier security measures to ensure your client's information is always safe and secure.
We believe in the power of data to guide smart business choices. Meli was built in consultation with a panel of legal advisors whose input shaped the language we use in-app and on our backend. We also utilize customer feedback from attorneys and their clients to continuously optimize our product.
Traditional estate planning can feel impersonal and complicated, overlooking the sentimental value of cherished belongings. Meli's written and voice-note feature allows clients to attach memories to sentimental belongings, ensuring their stories are preserved and honored.
We’re committed to making your workflow smooth and efficient. Meli integrates effortlessly with your existing tools, so you can focus on what matters most. Accessing the itemized addendum in your client's Meli account is as simple as Sign-in > select client > download data.
Your time is important to us, which is why we prioritize your clients and their satisfaction. We work hand-in-hand with your clients to ensure Meli meets their needs. We even manage communications so that you don't have to spend time chasing them down.
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.