Estate planning visuals and AI summaries, for all your clients.
Estate planning is one of the most meaningful services you can offer — but complexity, cost, and time make it hard to scale.
Luminary's platform gives you all the tools you need to summarize documents, customize visuals, model advanced planning strategies, and create deliverables that drive more engaging, impactful client meetings.
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Trusted by Industry Leaders
"Our clients loved the presentations from Luminary. It was the first time they saw the entire picture in one place."
Why More HNW+ Advisors Choose Luminary
The #1 estate planning software built to handle your full range of client complexity — from $3M to $1B+. Luminary gives you the tools to engage deeply with clients on the matters that make money meaningful.
Customizations
Standout from the crowds with fully customizable estate visuals and deliverables—add notes, create groups, move boxes, update values, and more. Apply your own logo and brand colors to present plans exactly the way you want, for every client.
98% AI Accuracy
Luminary AI boasts over 98% accuracy in data extraction. Combined with a human-in-the-loop interface, it acts as your co-pilot—helping you work faster and with greater confidence, while keeping you fully in control.
30+ document types
From trusts and wills to business agreements and crummey letters, Luminary’s AI processes a wide range of client documents to deliver a complete planning picture.
Personalize estate planning at scale
AI summarize and extract – built for estate planning
Luminary AI streamlines work that once took hours of manual work to just minutes.
Upload your documents, and Luminary AI intelligently parses entities, insurance policies, beneficiaries, dispositions, and more. Luminary identifies hundreds of data points in seconds and minutes, not days or weeks; eliminating costly turnaround times and enabling you respond to client needs faster.
With just a click, you can find Citations with AI in original source documents. Ask Luminary AI questions to get answers quickly.
Diagram estate plans with ease
Luminary's Estate Waterfall is the most customizable estate plan flowcharting solution.
Impress your clients with beautiful visuals that clearly identifies who receives what, and when.
Automatically calculate state and federal estate tax liabilities, and model growth and longevity with just a few clicks. Compare the impact hypothetical scenarios side-by-side to give your clients a holistic view of their estate.
Luminary's Estate Waterfall enables you to bring outcomes to life, sparking engaging client conversations.
Impress clients with clear deliverables
Luminary's presentation builder makes it easy to customize your deliverables.
With a click you can add Educational Content to explain estate planning strategies, Entity Overviews with diagrams and summaries, Estate Waterfalls and Hypothetical scenarios, and Custom pages with your own notes.
Customize reports with your firms logos, colors, and even include your own disclosures.
Estate planning meetings can be an emotional conversation for clients.
What Luminary's customers are saying
“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
“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
Award winning platform
Learn more
Speak with our Sales team to find out how Luminary can fit your needs.
Frequently Asked Questions
No, your data stays yours. Neither Luminary, nor our AI vendors, train LLMs on our customers’ data. Further, Luminary has a Enterprise Zero Retention agreement and Enterprise Data Processing Agreement with OpenAI providing clear guidelines on how OpenAI handles and processes user data, to ensure that user data is handled responsibly, securely, and in compliance with legal requirements. Your data is NOT available to other customers and NOT used to improve LLM models.
No, your data stays yours. Neither Luminary, nor our AI vendors, train LLMs on our customers’ data. Further, Luminary has a Enterprise Zero Retention agreement and Enterprise Data Processing Agreement with OpenAI providing clear guidelines on how OpenAI handles and processes user data, to ensure that user data is handled responsibly, securely, and in compliance with legal requirements. Your data is NOT available to other customers and NOT used to improve LLM models.
No, Luminary does not draft legal documents. Luminary is designed to analyze and summarize existing estate planning documents using AI. Luminary's collaboration features allows advisors to securely invite attorneys, CPAs, and other professionals to work on a shared system of truth. Final legal documents should be prepared or reviewed by qualified attorneys.
Luminary's purpose-built data model was designed to accommodate both the layered complexity of multi-generational families and the simplicity of emerging wealth builders. Whether you’re illustrating the value of a rolling GRAT, comparing the impact of the Estate Tax Exemption Sunsets in 2026, or showing how a revocable trust flows to children after death, Luminary makes it easy to bring estate plans to life. While other solutions are rigid and lack customization options, Luminary offers a flexible platform that enables dynamic scenario modeling and intuitive tools to visualize and present estate plans, empowering advisors to tailor deliverables to each family's unique legacy goals.
Yes, Luminary's intelligently adapts to each client’s unique situation for directly owned businesses and/or nested ownership structures. While other platforms rely on rigid, one-size-fits-all rules, Luminary delivers precise, context-aware handling of complex ownership scenarios with smart integrations that understand how valuations are structured and can update integrated values seamlessly.
Yes, Luminary integrates with eMoney, making it easier than ever to sync financial data directly into your estate planning workflows—no double entry required. Luminary's partnership with eMoney empowers advisors to move faster, reduce risk, and immediately deliver more value to their high-net-worth clients and prospects.
Yes, Luminary's integrates with the leading providers for performance reporting software providing you with a more seamless experience. Our best in class integration enables nightly sync of asset data directly into your estate planning entities and structures, meaning your client presentations stay up to date.