Powerful estate planning technology for complex clients
Luminary transforms static documents into dynamic digital records with AI assistance, and streamlines visualization, what-if analysis, and reporting. Now you can efficiently produce powerful and personalized client deliverables like never before.
We are industry leaders
Digitize with Luminary AI
Understanding your clients’ trust & estate plans is an arduous and time-consuming process. With Luminary AI, you can upload any document and we create an easy-to-read summary instantly. Our AI also extracts information and turns it into structured data records for ongoing modeling and reporting.
Visualize estate plans
Flowcharts are frustrating to make and become outdated almost immediately. With Luminary, you can connect your client’s asset and estate plan data to build dynamic, up-to-date waterfalls. Easily model different growth rates, explore new strategies, and compare scenarios to help your clients understand and achieve their goals.
Collaborate seamlessly
Advanced planning is a team effort, requiring collaboration among trusted experts. With role-based permissions, investment, tax, and legal advisors can collaborate around a single source of truth. We make it easy to share information, reducing redundant work and increasing transparency.
Don’t just take our word for it
See how our clients are benefiting from Luminary.
“Luminary captures details in an informed and intelligent way. Rather than just a rudimentary attempt at doing the job for you, it’s a tool that provides a foundation for what you can build, compare, and contrast on the platform.”
Executive Relationship Manager
RIA in San Francisco
“I’ve never seen anything close to what Luminary offers. No one else in our industry is doing anything like this, it is a real differentiator for an advisor.”
MD & Founding Partner
RIA in Virginia
Increase capacity with an AI co-pilot
Our proprietary algorithms and human-in-the-loop interfaces are specially designed for complex estate planning concepts and documents. Luminary AI streamlines work that once took hours to just minutes. We help you establish a foundation of planning data, and enable you to focus more of your time and expertise on developing strategies that achieve your clients' goals.
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Map estate flowcharts with ease
Simplify your client's estate map and clearly visualize who receives what, and when. Instantly quantify tax liabilities with automated state and federal calculations, while modeling growth rates and longevity. Our state of the art simulation tools enable you to bring outcomes to life, sparking engaging, value-creating conversations.
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Prospect new clients and grow your business
Leading with advanced planning is a powerful differentiator for top advisors, demonstrating a deeper understanding of their client's goals and needs. With just an estimate of net-worth, you can create a personalized wealth transfer analysis for your client in as little as 10 minutes.
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Solutions
Luminary for Wealth Advisors
Expand your relationships with high net worth clients and bring new efficiency to your practice. Streamline how you work with your client's tax and legal advisors, and make the personal and tax value of advanced planning a more tangible part of your client value proposition.
Luminary for Wealth Advisors
Expand your relationships with high net worth clients and bring new efficiency to your practice. Streamline how you work with your client's tax and legal advisors, and make the personal and tax value of advanced planning a more tangible part of your client value proposition.
Luminary for Family Offices
Scale your team, institutionalize knowledge, and seamlessly connect asset values with estate plan mechanics. Elevate your principals' understanding of their wealth transfer strategies and the estate tax value they create.
Luminary for Enterprises
Reach more clients and prospects, with differentiating trust & estate services. Provide a clear, consistent experience across client segments. Enable teams to work more efficiently and develop deeper, stickier relationships.
Best in Class Security
Our systems regularly undergo rigorous cybersecurity audits and penetration testing by independent third parties to ensure that our security controls meet leading industry standards.
“With Luminary, we were able to reinvigorate a valuable planning conversation with our largest client that had stalled for years.”
CEO
$2bn+ RIA in Houston
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Find out how Luminary can help your clients unlock more meaning in their money.
