How you benefit
With minimal input—like an estimate of net worth—Luminary's easy-to-use tools create client-ready presentations that spark meaningful conversations.
Stand out
Differentiate your practice with holistic insights and a tech-forward client experience.
Prospect faster
Create custom presentations quickly and easily, even when you are still gathering basic information.
Grow your client base
Expand your business with larger clients, and increase retention and referrals with deeper relationships.
“I use Luminary in all of my prospect meetings now. I showed a custom analysis to illustrate the depth of our family office capabilities and the holistic advice we can provide. It’s really powerful.”
Modeling and analysis tools
Luminary’s strategy modeling tools enable you to provide valuable insights, even when you don’t have the full picture of your prospects' balance sheet and estate structure.
- Illustrate advanced planning concepts including Grantor Retained Annuity Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and gifting strategies with ease.
- Compare planning outcomes across various market conditions, and illustrate the power of compounding growth outside of the estate over time.
- Communicate benefits to prospects with dynamic secure share links, allowing them to adjust preset variables and see the impact to outcomes.
Luminary AI document summaries & search
Upload a document to quickly understand your prospects' current estate plan and identify new opportunities.
- Upload and summarize any planning document, including trusts, business documents, POAs, and more.
- Luminary AI extracts key insights and summarizes essential details into a single page.
- Ask questions about the document and Luminary AI will deliver succinct answers and point you to the source.
Luminary AI equips you with detailed knowledge about a prospect’s estate, providing a baseline for you to propose new planning opportunities.
Related resources
Today we are announcing the expansion of Luminary AI, including a broader range of document summary and information extraction capabilities. Starting with a document upload, Luminary AI streamlines the document review process, increasing efficiency and institutionalizing knowledge. Luminary AI document summaries and trust & estate system of record form a foundation for generational wealth advice and stickier client relationships.
Luminary’s Presentation Builder automates the manual process of creating custom branded, well-formatted, and comprehensive estate planning presentations for clients on all the important details surrounding their estate. The Presentation Builder adds to Luminary’s platform for streamlining and elevating how advisors deliver trust and estate services as a core part of their client value proposition.
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Find out how Luminary can help your clients unlock more meaning in their money.