Meli Information

Meli brings personal property into the estate planning conversation. The things that fill our homes—artwork, jewelry, collections, family pieces, photographs, and everyday belongings—can carry enormous financial and personal meaning. Yet they are often undocumented, scattered, or left out of the traditional planning process. Meli gives people a simple way to document their belongings, capture the stories and context behind them, understand their value, and intentionally identify who they want to receive them. For advisors, Meli creates a structured view of personal property, intentions, and beneficiary relationships that typically doesn't exist elsewhere in the planning process. We call this Personal Property Intelligence™—organized, contextualized information that can support better conversations and more holistic planning. For clients, greater clarity and peace of mind. For advisors, deeper intelligence. For families, less ambiguity.