Luminary

Estate planning from documents to decisions

Advisors upload a household's trusts, wills, tax returns and related records. Luminary extracts source-cited information into a structured model of assets, entities and fiduciary relationships, then surfaces missing documents, planning issues and opportunities for review.

Teams can model taxes, compare gifting and trust strategies, visualize how assets pass to beneficiaries and produce branded client presentations. Wealth managers, law firms, tax advisors and trust administrators use the platform to make estate and wealth-transfer planning a repeatable service; the company has active financial-advisory customers and is expanding into estate-administration workflows.