Trusted by Industry Leaders
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Legacy planning shouldn’t be constrained
by a spreadsheet
Luminary’s estate planning platform replaces disconnected spreadsheets with purpose-built tools for modeling complex strategies, exploring scenarios, and delivering clear recommendations.
Model scenarios quickly
Skip the spreadsheets. Luminary lets you adjust assumptions, apply formulas, and update values with built-in logic in a centralized source of truth.
Drive informed decisions
Show clients how their choices shape outcomes — compare scenarios side by side to highlight impacts on beneficiaries, taxes, and long-term goals.
Collaborate seamlessly
Keep client data, planning work, and assumptions aligned across teams. Luminary supports secure, role-based access so wealth, tax, and legal advisors can stay in sync.
Build a smarter estate balance sheet
Start every analysis with a detailed view of what your clients have in place today. Organize assets, liabilities, life insurance policies, and ownership structures to identify planning opportunities.
With customizable categories and configurable views, Luminary’s estate-focused balance sheet sets the stage to uncover deeper insights for planning.
Model advanced planning strategies
Luminary offers the most advanced estate planning engine on the market, purpose-built to handle the complexity of high-net-worth planning.
Model GRATs, SLATs, IDGTs, discounts, and more with configurable inputs, built-in tax logic, and dynamic calculations – all in one connected platform.
Answer “What-If” Questions
Delays after client meetings stall progress. Explore hypothetical alternatives and layer new scenarios on top of your baseline model — in minutes, not days.
Presentations update automatically, so you can keep client momentum going.
Estate plan modeling for a full spectrum of clients
With automatic estate tax calculations, exemption modeling, gift tracking, and scenario modeling, Luminary brings clarity and control to every stage of planning.
“We had a large spreadsheet, but keeping it up to date was hard, and comparing scenarios was impossible. Luminary allows me to track all planning and gifting, create multiple scenarios, and see them side-by-side. It's been a game changer.”
Learn more
Speak with our Sales team to find out how Luminary can fit your needs.