Elevate estate planning capabilities.
Open new opportunities.
Create, present and manage personalized trust & estate strategies for your most complex clients with Luminary’s digital collaboration platform.Centralize all trust & estate plan data and documents
Organize and manage everything in a purpose-built T&E platform. Easily digitize key entity details and securely store all relevant documents.Create rich, data-integrated estate maps
Visualize overall planning activity and outcomes with dynamic and customizable estate maps. Easily access one-page strategy summaries of key terms and details.Explore and present new ideas with ease
Design strategy concepts and simulate outcome scenarios in minutes. Instantly create firm-branded, client-ready presentations that bring complex ideas to life.
Monitor and report tax value created
Measure the impact of planning and demonstrate value with client-friendly, automatically-updated reporting. Proactively monitor strategies with integrated asset pricing and email alerts.
Modernize and scale complex trust & estate workflows
Manage and monitor tasks among team members and securely collaborate with attorneys, trustees and other external parties. Oversee and audit trust implementation, administration and distribution activities across all clients.
Find out how Luminary can help your clients unlock more meaning in their money.
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