Design, manage, and visualize trust & estate strategies like never before.

Luminary is the modern collaboration platform powering how advisors connect client assets with legacy goals for complex, taxable estates.
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Once in a Generation

More than $80 trillion will pass between generations in the decades ahead.

Asset owners expect advisors to lead them through this process, creating new opportunities to deliver and demonstrate value while strengthening relationships across generations.
How Luminary Helps

Transforming wealth transfer with streamlined delivery and tracking of complex legacy plans.

Today, delivery of trust & estate services is a series of complicated, unconnected steps that lack scale efficiency. Luminary’s workflow and collaboration platform revolutionizes legacy planning by digitizing manual processes, increasing transparency, and reducing execution risk.

A powerful workflow engine that facilitates strategy design, setup and management

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

A modern system of record that enables robust monitoring and forecasting

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?

Luminary helps you collaborate to design, manage and report advanced trust & estate strategies like never before. 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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