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.
Trusted by industry leaders
Don't just take our word for it
See how our clients are benefitting from Luminary.
80%
Reduce client case preparation time by up to 80%
98%
Luminary AI has an accuracy rate of over 98% of extracted data
“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.”
“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.”
“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.”
“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.”
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.
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.
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.
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.
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.
Professional Services
Simplify complexity and bring ideas to life with bullet pointed document summaries and clear visualizations. Deepen client relationships and foster long-term engagement by making the value of your expertise more understandable and actionable.
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.
Award winning platform
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.
Our systems regularly undergo rigorous cybersecurity audits and penetration testing by independent third parties to ensure that our security controls meet leading industry standards.
We take extensive measures to protect the confidentiality of your information. Luminary is equipped with enterprise-grade security and encrypts data at-rest and in-transit with AES 256-bit encryption.
Luminary securely integrates with your portfolio reporting software, helping you demonstrate the value created through planning. Our role-based permission system allows you to collaborate, safely.
“With Luminary, we were able to reinvigorate a valuable planning conversation with our largest client that had stalled for years.”
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Find out how Luminary can help your clients unlock more meaning in their money.