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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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Easily navigate and summarize complex documents

Luminary’s AI-powered Document Extractor identifies essential information and provides a concise summary of key points.

Find important details hidden in dense documents in seconds, enabling you to service more clients in less time.

Bring estate plans to life with dynamic visualization tools

Transform complex estate plans into clear, interactive diagrams.

Understand how time and growth variables impact wealth transfer outcomes with dynamic scenario modeling and automatic estate tax calculations.

Create customizable presentations in a click

Easily generate client and prospect presentations, branded with your firm’s logo and colors.

Showcase trust summaries, estate waterfall visualizations, family trees, and more.

Demonstrate tangible tax value created

With Luminary's Value Creation Reporting, you can quantify ‘tax alpha’ and showcase outcomes to beneficiaries and charitable organizations reflecting direct gifts, trust appreciation, and charitable contributions.

Generate and present new strategy ideas with ease

With Luminary's Proposal Designer, you can model the impact of estate planning opportunities, including gifting, GRATs, and more.

Compare beneficiary outcomes and tax implications across each scenario, with digestible, client-ready visualizations.

Collaborate effectively across wealth, tax, and legal professionals

Create a true data foundation by bringing together professional experts servicing a common client. Securely invite third parties to complete trust creation, upload documents, track exemption usage, and more.

What our customers are saying

“Luminary indexes all the relevant trust information like a database. Once you have it built out, you can analyze and show it from any perspective. It's pretty neat.”

COO

Family office in New York

“Luminary is tremendously helpful. It gives a graphic representation of why a recommendation is being made, shows tax savings, and even manages the downstream workflow.”

Head of Wealth Strategy

RIA in Massachusetts

“It’s awesome how quickly I could add things to Luminary. Now updating reports at the end of each quarter is 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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