Power Up Your Planning With Luminary Pro
Luminary Pro gives you advanced capabilities, including everything you need to visualize complex estate plans, simulate and compare hypothetical proposed scenarios, and report on tax value created.
Build Estate Waterfall Diagrams
Build a tailored estate waterfall in minutes, with adjustable key assumptions.
Simulate Hypothetical Scenarios
Layer on hypothetical changes to existing estate plans and instantly see the impact on outcomes.
Quantify Tax Alpha
Automated value creation reporting quantifies wealth transferred and captured.
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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.”
Build customizable estate waterfalls
Luminary’s estate waterfall offers unmatched customization to map out and project your client's unique legacy.
- Easily input dispositive provisions or use pre-set templates of common estate planning structures to build a tailored estate waterfall in minutes.
- Customize your diagram with intuitive drag and drop functionality, auto-positioning of tiles, and auto-grouping.
- Adjust key assumptions—like exemption sunset, growth rates, remaining exemptions, and death years—to instantly see their impact on projected outcomes.
- Automatically calculate federal, state, and gift tax.
Report on estate tax value created
Add tax-alpha to your value proposition. With Luminary's automated value creation reporting, now you can quantify wealth transferred and captured and report on estate tax savings.
Create “what if” scenarios
Layer on hypothetical changes to existing estate plans and instantly see the impact on beneficiary outcomes and projected estate tax.
- Model and compare the outcomes of additional planning ideas
- Layer on stages of your proposed strategy
- Compare the outcomes of up to four hypothetical waterfalls side by side
- Provide actionable insights and recommendations supported by easy-to-understand visuals
More Insights.
More Control.
More Impact.
Luminary Pro unlocks advanced tools to streamline estate planning and deliver even greater value. Every tier of Luminary provides access to features needed for managing estate planning workflows:
Securely Collaborate With COIs
Grant select access permissions to a client's legal and tax advisors to seamlessly collaborate on a single, shared data set.
Create a Digital System of Record
Institutionalize and share knowledge across your firm, digitize and store documents, and easily reference key information in the client dashboard.
Ensure Accountability
Manage active wealth transfer tasks and notifications, which can be tracked and assigned among your entire team.