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Elevate your trust & estate services with a modern system of record

Luminary unlocks new opportunities for advisors to add and demonstrate client value, strengthening relationships across generations.

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Visualize and manage trust & estate strategies on one platform

Today, delivery of trust & estate services is a series of complicated, unconnected steps that lack scale efficiency. Luminary modernizes legacy planning by digitizing manual processes, streamlining complex tasks, and creating consistent service capabilities.

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How Luminary helps

A data and collaboration platform that increases transparency and expands access

Luminary organizes essential trust and entity information around intuitive, sharable structures.

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A rich visualization layer that unlocks key insights and quantifies value creation

Instantly generate customizable estate maps and plan diagrams with just a few clicks. Easily demonstrate the value created by planning, and identify future opportunities.

An intuitive design and workflow tool that supports idea generation through implementation

Develop strategy concepts and simulate outcome scenarios in minutes. Collaborate with permissioned third parties and assign tasks among internal team members all in one place.

A powerful reporting engine that tracks administration and value creation

Monitor and manage payments, gifting, and transferred wealth in a single location. Reduce risk of error and make tax alpha a reportable metric.

What our customers are saying

“Luminary indexes all the relevant stuff like a database. Once you have it built out, you can slice and dice and show it from the grantor or a beneficiary perspective. It's pretty neat.”

COO

Family office in New York

“Luminary is tremendously helpful because not only does it give a graphic representation of why the recommendation is being made, it also helps manage workflow and shows tax savings.”

Head of Wealth Strategy

RIA in Massachusetts

“It’s awesome how quickly I could add things to Luminary and then be able to update it at the end of the quarter – it’s so easy.”

Wealth strategist

RIA in Colorado

Best in class data security, integrated with your data and workflows

SOC 2 certified

Our systems undergo rigorous cybersecurity audits and penetration testing by independent third parties to ensure that our security controls meet leading industry standards.

Confidentiality

We take extensive measures to protect the confidentiality of your information. Luminary is equipped with enterprise-grade security and every file is encrypted using AES 256-bit encryption.

Integration

Luminary integrates with your portfolio reporting software, helping you demonstrate the value created through planning.

Intuitive experience

Our web based platform is built for wealth, legal, and tax advisors with complex clients, so you can manage everything from ideation through distribution in one place.

Built for Luminaries

Deliver powerful trust & estate services to your clients

Are you an advisor who serves clients with generational gifting and charitable giving objectives?

Getting started with Luminary is fast and easy. You can build entity records and produce a client ready display in minutes. We make work you are already doing more scalable and impactful.

Luminary is technology transforming wealth transfer. Add more value. Build deeper relationships. Future-proof your business.

Find out how Luminary can help your clients unlock more meaning in their money.

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