Analysis

Estate plan modeling made faster, smarter, and easier

Luminary transforms complex estate plan modeling into an intuitive, integrated process. Seamlessly run calculations on advanced planning strategies, model “what-if” scenarios, and quantify the impact of wealth transfer strategies.

Schedule demo

Trusted by Industry Leaders

“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.”

Managing Partner

Multi-Family Office

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.

Learn more

Speak with our Sales team to find out how Luminary can fit your needs.

Estate plan modeling made faster, smarter, and easier

Trusted by Industry Leaders

“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.”