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What is Luminary?

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 FreeWill?

In less than 20 minutes, you can effectively create or update your legal will at no cost. Furthermore, it's wise to consider incorporating an advance healthcare directive or living will to specify your medical preferences and appoint someone to make decisions on your behalf if you become unable to do so. To manage your financial responsibilities, choose someone who can oversee your financial matters if you are incapacitated. It's crucial to document and allocate any assets that might not be addressed in your will, including 401(k)s, IRAs, and life insurance policies. Setting up a revocable living trust can fulfill many of the functions of a traditional will and assist in avoiding the protracted probate process in California. While the idea of drafting your own will may appear daunting, we have partnered with top legal experts to create an interactive online will maker. By simply inputting your details, you can generate a last will and testament that reflects your unique wishes, simplifying the entire process and making it more user-friendly. In this manner, you can guarantee that your intentions are clearly articulated and legally enforceable, providing peace of mind for you and your loved ones. Ultimately, taking these steps ensures that your affairs are in order and your loved ones are cared for according to your wishes.

Media

Media

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 Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

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

FreeWill

Company Location

United States

Company Website

www.freewill.com

Categories and Features

Categories and Features

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