Powerful estate planning software for complex clients
Luminary transforms static documents into organized digital records with AI assistance, streamlining visualization, what-if analyses, and presentations. Deliver dynamic and personalized estate planning with precision and speed.
Trusted by industry leaders
Don't just take our word for it
See how advisors and attorneys are reaching more clients and scaling estate planning with Luminary.
80%
Reduce client case preparation time by up to 80%
98%
Luminary AI has an accuracy rate of over 98% of extracted data
“Luminary captures details in an informed and intelligent way. Rather than just a rudimentary attempt at doing the job for you, it’s a tool that provides a foundation for what you can build, compare, and contrast on the platform.”
“Luminary captures details in an informed and intelligent way. Rather than just a rudimentary attempt at doing the job for you, it’s a tool that provides a foundation for what you can build, compare, and contrast on the platform.”
“I’ve never seen anything close to what Luminary offers. No one else in our industry is doing anything like this, it is a real differentiator for an advisor.”
“I’ve never seen anything close to what Luminary offers. No one else in our industry is doing anything like this, it is a real differentiator for an advisor.”
Increase your planning capacity with an AI co-pilot
Our proprietary algorithms and human-in-the-loop interfaces are specially designed for complex estate planning concepts and documents.
Luminary AI streamlines work that once took hours to just minutes. We help you establish a foundation of planning data, and enable you to focus more of your time and expertise on developing strategies that achieve your clients' goals.
Map any client's estate plan with ease
Luminary is the most customizable estate flowchart solution. Impress your clients with a beautiful estate planning diagram that clearly visualizes who receives what, and when.
Use our automated state and federal calculations to quantify estate tax liabilities, while modeling growth rates and longevity scenarios. Our advanced calculation engine enables you to bring outcomes to life, sparking engaging, value-creating conversations.
Prospect new clients and grow your business
Leading with advanced planning is a powerful differentiator for top advisors, demonstrating a deeper understanding of their client's goals and needs.
With just an estimate of net-worth, you can create a personalized estate planning analysis and presentation for your client in as little as 10 minutes.
Wealth Advisors
Deepen relationships with high-net-worth clients and strengthen your practice with modern estate planning tools. Easily collaborate with your clients’ legal and tax advisors on a shared digital record. Create beautiful, client-ready deliverables that showcase the value of planning strategies.
Family Offices
Power sophisticated estate planning for multi-generational families. Luminary helps family office teams institutionalize planning data and scale expertise. Deliver clear insights into advanced wealth transfer strategies, projected outcomes for beneficiaries, and estate tax alpha.
Professional Services
Estate planning attorneys and CPA firms use Luminary to enhance — not replace — their expertise. Bulk upload client documents and instantly generate clear, nuanced summaries and visualizations. Luminary simplifies complexity, showcases your insight, and turns estate planning meetings into proactive, high-value conversations.
Enterprises
Deliver differentiated trust & estate planning across your advisor base. Luminary ensures consistent client experiences across segments, while helping advisors deepen client relationships. Built for the enterprise, Luminary meets the highest level of security and compliance standards, and integrates with your CRMs and portfolio systems.
Award winning platform
Enterprise-grade Security
Our systems regularly undergo rigorous cybersecurity audits and penetration testing by independent third parties to ensure that our security controls meet leading industry standards.
Our systems regularly undergo rigorous cybersecurity audits and penetration testing by independent third parties to ensure that our security controls meet leading industry standards.
We take extensive measures to protect the confidentiality of your information. Luminary is equipped with enterprise-grade security and encrypts data at-rest and in-transit with AES 256-bit encryption.
Luminary securely integrates with your portfolio reporting software, helping you demonstrate the value created through planning. Our role-based permission system allows you to collaborate, safely.
“With Luminary, we were able to reinvigorate a valuable planning conversation with our largest client that had stalled for years.”
Learn more
Speak with our Sales team to find out how Luminary can fit your needs.