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Ratings and Reviews 0 Ratings
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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 GoodTrust?
GoodTrust offers a thorough estate-planning service that empowers individuals to develop their own comprehensive estate plans, which include essential components such as wills, trusts, powers of attorney, healthcare directives, funeral directives, and even pet directives, all presented in a straightforward fill-in-the-blank format. The platform is crafted to guarantee that these estate plans are legally valid across all 50 states, enabling each family member to create their own plan without facing additional costs. Notably, GoodTrust features a Digital Vault that securely stores estate planning documents, online account details, and legacy instructions, giving users complete control over who can view and share this sensitive information. The user-friendly interface makes the process easy: individuals answer simple questions about their personal and family details, generate their documents, have them witnessed by two individuals, and then upload the signed documents into their Digital Vault. GoodTrust states that users can finalize their estate planning in as little as 20 minutes, while also providing the option to modify or update plans as circumstances change, making the service both efficient and highly flexible. This adaptability ensures that individuals can keep their estate plans aligned with their evolving lives, providing peace of mind for the future. Additionally, the platform’s emphasis on user empowerment helps to demystify estate planning, encouraging more people to take charge of their legacies without the need for costly legal assistance.
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
$149 one-time payment
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
GoodTrust
Date Founded
2020
Company Location
United States
Company Website
mygoodtrust.com