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Welcome to part one of our three-part series on how AI is helping to bring new efficiencies and capabilities to the delivery of dynamic and personalized trust & estate services.
Luminary’s digital collaboration platform brings new efficiency and insight to trust and estate services, seamlessly coordinating with a client’s tax and legal advisors.
Luminary’s new Estate Waterfall brings legacy planning to life with easy-to-understand, client-friendly visualizations. With Luminary’s Estate Waterfall, advisors can scale how they demonstrate a holistic understanding of their clients' estate plans and personal goals. Luminary unlocks trust & estate services as a key competitive advantage, strengthening existing relationships across generations, and opening new opportunities to distinguish advisory services to prospective clients. Luminary is technology transforming wealth transfer.
Establishing trust is essential when building a legacy plan. That's why at Luminary, we're proud to announce our successful SOC 2 Type 2 audit completion, reinforcing our commitment to security and confidentiality.
Luminary’s collaboration platform streamlines and elevates how advisors deliver trust and estate services as a core part of their client value proposition. By integrating Luminary and Addepar, it’s easier than ever to visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.
Luminary is a fully-integrated collaboration platform that brings scale efficiency and tangible impact to trust & estate planning. With our new Legacy Blueprint feature, users can easily create visualizations for complex trust details and make connections between different entities and beneficiaries in an estate plan. And our digital system of record and intuitive interface streamlines wealth advisor-attorney engagement like never before.
