Pricing tailored to fit your budget and fee structure
Our team will prepare a customized proposal for you. Luminary's pricing model depends on a few factors specific to your team, so we need to get in touch to provide accurate pricing information. Simply fill out the form to get started.
Why Luminary
Luminary transforms wealth transfer as a core service. Get started today with a personalized quote for your business.
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Reach more clients
Multiply capacity of trust and estate leaders by reducing hours of design and presentation time to minutes
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Add a new measure of value
Elevate legacy planning as a wealth management service by quantifying its impact
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Win new business
Connect more deeply with existing relationships and differentiate your trust and estate services with prospective clients
Get Started
See what Luminary can do for your business
Get started today and bring more efficiency to your team. With Luminary, our customers enjoy:
- More consistent, scalable service deliverables
- Deeper, more engaged client conversations
- Practice differentiation in a crowded market
Drive people to your products and services
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Frequently Asked Questions
How does seat licensing work?
Luminary prices agreements at an enterprise level to ensure your full team has access with a minimum of 3 users. We believe that planning is a team sport and the best way to do that is by allowing access to as many members of your team as possible.
Can collaborators join my license?
Yes, you can invite as many third-party collaborators as you like to Luminary at no extra cost.
This means you can invite your clients' attorneys, CPAs, or other team members to work together from a single source of truth. Luminary has robust role-based permissions allowing you fine grain control over collaborators and client access.
Do integrations cost extra?
Standard integrations are typically included at no extra cost including Addepar, Black Diamond, or CSV. Luminary was built to be open-architecture to work with your existing tech stack.
