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Scale your trust & estate services

Luminary is a data and collaboration software platform purpose built for trust & estate planning. 

Our estate planning software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. We enable third-parties to work seamlessly in service of a shared client.

Estate planning software

Differentiate your practice and grow your business

A legacy plan is among the most meaningful of all advisor service deliverables, and the most valuable. But clients often struggle to understand how their trust & estate plans work, and have no way to quantify the tax benefits created by them. Create any vanilla estate plan or advanced strategies for all your clients. 

Luminary’s customers are leaders in the delivery of trust & estate outcomes for high net worth clients, including wealth managers and trust and estate attorneys. 

Enable a family office service experience

Collaborate around integrated data and applications that simplify complex legacy plans and bring outcomes to life. Work seamlessly across legal, tax, and investment teams in service of shared clients.

Scale the delivery of wealth transfer ideas

Design strategy concepts and simulate potential scenarios in minutes. Luminary’s modeling tools are connected to visually rich, interactive client presentation output allowing you to reach more clients, with greater impact.  

Own ‘tax alpha’ as a reportable metric

Add the tangible value of wealth transfer to your client service materials and reporting. Systematically capture strategy performance to clearly illustrate the connection between financial assets and legacy goals.

How Luminary scales estate planning for Advisors

Track tax alpha created by estate planning

Transfer-alpha: Value hiding in plain sight

Luminary enables advisors to efficiently capture and systematically quantify the tax benefits of gifts and giving as part of their existing workflow.

Estate planning software integrated with Addepar portfolio reporting

Luminary + Addepar integration streamlines trust & estate planning

Visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.

Estate waterfall diagrams for wealth advisors

Unlock client insight and engagement

Bring legacy planning to life with easy-to-understand, client-friendly visualizations. Luminary unlocks trust & estate services as a competitive advantage, strengthening existing relationships, and opening new opportunities to distinguish advisory services to prospective clients. 

Technology transforming wealth transfer

Create, present and manage personalized trust & estate planning strategies for your most complex clients with Luminary’s digital collaboration platform.

Artificial intelligence powered estate waterfall diagrams for advisors

AI trust data extract and summary

Luminary’s AI-powered trust document extractor identifies essential information and provides a concise summary of key points. Find important details hidden in estate documents in seconds, enabling you to service more clients in less time.

Dynamic visualization tools

Transform complex estate plans into clear, interactive diagrams. Understand how time and growth variables impact wealth transfer outcomes with dynamic scenario modeling and automatic estate tax calculations.

Customizable presentations

Easily generate client and prospect presentations, branded with your firm’s logo and colors.
Showcase trust summaries, estate waterfall visualizations, family trees, and more.

What our customers are saying

“Luminary indexes all the relevant trust information like a database. Once you have it built out, you can analyze and show it from any perspective. It's pretty neat.”

COO, Family office in New York

 

“Luminary is tremendously helpful. It gives a graphic representation of why a recommendation is being made, shows tax savings, and even manages the downstream workflow.”

Head of Wealth Strategy, RIA in Massachusetts

“It’s awesome how quickly I could add things to Luminary. Now updating reports at the end of each quarter is so easy.”

Wealth strategist, RIA in Colorado