Reimagine 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.
Technology transforming wealth transfer
Luminary enables unprecedented operating efficiencies and unlocks new client engagement opportunities.
Centralize all trust & estate plan data and documents
Organize and manage everything in a single platform. Easily digitize key entity details and contextually store all relevant documents.
Create rich, data-integrated estate maps
Start client conversations with dynamic, customizable visuals that illustrate a client’s existing estate plan and quantifies transfer outcomes.
Create custom flowcharts in minutes, and show interactions between entities and their beneficiaries.
Easily access one-page strategy summaries of key terms and details.
Model and present new ideas with ease
Demonstrate the benefit of implementing a new wealth transfer strategy with Luminary’s proposal designer.
Compare planning outcomes across multiple market conditions, and illustrate the power of compounding growth outside of the estate over time.
Get new ideas in front of your clients and prospects with white-labeled presentations in just a few minutes.
Monitor and report value created from planning
Focus client review meetings with tangible goals and measurable value created from planning.
We integrate with your portfolio reporting to give you real time insight into strategy value creation, and estimates for estate taxes and beneficiary outcomes.
Modernize and scale complex trust & estate workflows
Built for teams both small and large. You can manage and monitor tasks to track successful strategy execution.
Oversee and audit trust administration and distribution activities across all your clients.
Collaborate effectively across wealth, tax, and legal professionals
Securely invite third parties to complete trust creation, upload documents, track exemption usage, and more.
Find out how Luminary can help your clients unlock more meaning in their money.
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