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.
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.
See how Luminary’s digital collaboration platform works
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.
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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