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Ratings and Reviews 0 Ratings
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Luminary is an innovative, cloud-based platform specifically designed for wealth management professionals, family offices, and estate-planning specialists, which transforms traditional trust and estate documentation into interactive digital formats, insightful visual representations, and actionable intelligence, all enhanced by artificial intelligence. With Luminary, users are empowered to effortlessly upload both historical and contemporary planning documents, gaining instant, clear summaries and extracted data that can cut review times by as much as 80%. The platform allows for the creation of interactive estate-flow diagrams and "waterfalls" that automatically adjust with the latest asset valuations, giving clients a transparent view of distribution sequences and beneficiary designations. Moreover, it supports the simulation of intricate strategies such as GRATs, SLATs, and CLTs in a consolidated environment, permitting side-by-side evaluations of alternatives and the swift generation of high-quality presentation materials that fit brand identities in just minutes instead of days. This revolutionary approach to estate planning not only boosts operational efficiency but also significantly enhances client interaction through the incorporation of advanced technology. As a result, Luminary is redefining the standards of service in the wealth advisory and estate planning fields, leading professionals to a more effective and engaging practice.
What is Arken?
Arken Legal Software provides a cloud-based solution for estate planning that seeks to revolutionize the creation of vital legal documents, including wills, trusts, and powers of attorney. Through an intuitive questionnaire, the platform collects client information and generates organized, branded documents that come with detailed explanations for clarity; features designed to prevent errors and dual-screen live drafting allow for real-time adjustments. Their extensive range of products covers everything from basic wills to complex arrangements such as Lasting Powers of Attorney and joint tenancy severance, all produced quickly with minimal manual work. By consolidating client information and ensuring compliance with branding and precedent standards, the platform includes an "Intestacy Lead Generator" that educates clients about the risks associated with dying without a will, thus supporting business growth. This cutting-edge method not only streamlines the operations of legal practitioners but also significantly improves client interaction and comprehension throughout the estate planning journey. As a result, both attorneys and clients can navigate the intricacies of legal documentation more effectively.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
$140.29 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Luminary
Date Founded
2022
Company Location
United States
Company Website
www.withluminary.com
Company Facts
Organization Name
Arken
Date Founded
1992
Company Location
United Kingdom
Company Website
arken.legal/