Estate planning visuals and document summaries in minutes.
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
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"Our clients loved the presentations from Luminary. It was the first time they saw the entire picture in one place."
Why HNW+ Advisors Choose Luminary
The only estate planning software purpose-built to handle a full range of client complexity — from $1M to $1B+. Luminary gives you the tools to engage deeply with clients on the matters that make money meaningful.
100% Customizable
Stand out from the crowd's estate visuals and deliverables tailored to your exact specifications—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.
Summarize and extract data with AI
Luminary AI is a proprietary solution purpose-built for estate planning, with specialized expertise in understanding and analyzing Trust & Estate documents.
Upload any estate planning document, and Luminary AI intelligently parses entities, insurance policies, beneficiaries, dispositions, and more. Luminary identifies hundreds of data points in seconds, not days; eliminating costly turnaround times and enabling you respond to client needs faster.
Review tailored summary outputs, and with just a click, view Citations with AI in the original source documents. Ask Luminary AI questions to find answers quickly.
Customize estate plan diagrams
Luminary's Estate Waterfall is the most customizable estate plan flowcharting solution, designed to create beautiful client visuals that clearly identify who receives what, when.
Automatically calculate state and federal estate tax liabilities, and model growth and longevity with just a few clicks. Compare the impact of 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.
Tailored client presentations in minutes
Luminary's presentation builder makes it easy to customize client deliverables with your firm's logos, colors, disclosures, and more.
Add additional slides in one click; including Educational Content to explain estate planning strategies, Entity Overviews with diagrams and summaries, Estate Waterfalls and Hypothetical Scenarios, and Custom Pages for advisor notes.
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, neither Luminary, nor our AI vendors, train LLMs on our customers’ data. Luminary partners with OpenAI to provide cutting-edge AI models to our users—we have both an Enterprise Zero Retention agreement and an Enterprise Data Processing Agreement that provide clear guidelines ensuring OpenAI handles and processes user data responsibly, securely, and in compliance with legal requirements. Your data is never available to other customers nor used for training purposes.
No, neither Luminary, nor our AI vendors, train LLMs on our customers’ data. Luminary partners with OpenAI to provide cutting-edge AI models to our users—we have both an Enterprise Zero Retention agreement and an Enterprise Data Processing Agreement that provide clear guidelines ensuring OpenAI handles and processes user data responsibly, securely, and in compliance with legal requirements. Your data is never available to other customers nor used for training purposes.
Luminary was designed to accommodate both the layered complexity of multi-generational families and the simplicity of emerging wealth builders. While other, rigid, solutions 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.
No, Luminary does not provide drafting services to our customers. Our collaboration features allow advisors to securely invite attorneys, CPAs, and other professionals to work together from a shared digital system of record. Legal documents should be prepared or reviewed by qualified attorneys.
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.
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 uses smart integrations to intelligently adapt to each client’s unique situation for directly owned businesses and nested ownership structures. While comparable platforms rely on one-size-fits-all rules, Luminary delivers precise, context-aware handling of complex ownership scenarios through understanding of valuation structures, and can update integrated values seamlessly.