Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website
  • Orca Security Reviews & Ratings
    531 Ratings
    Company Website
  • Oxylabs Reviews & Ratings
    1,151 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Buildium Reviews & Ratings
    2,517 Ratings
    Company Website
  • OfficeSpace Software Reviews & Ratings
    178 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • Adobe Acrobat Reviews & Ratings
    7,791 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website
  • LegalEdge Reviews & Ratings
    17 Ratings
    Company Website

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 LegalShield?

LegalShield operates as a membership platform that offers individuals and businesses the opportunity to connect with a wide array of experienced attorneys for various legal services, such as consultations, document reviews, and representation, all without incurring hourly fees. Members enjoy unlimited legal advice for both personal and professional matters, alongside proactive actions like drafting letters and making phone calls on their behalf, in-depth document evaluations (covering agreements, leases, and wills), and 24/7 emergency legal assistance for situations included in their coverage. Additionally, should members require services that exceed their plan’s offerings, they benefit from reduced rates on those extra services. This innovative model enhances access to legal assistance by linking members to law firms with an average of 22 years of expertise, ensuring secure communication with attorneys via a mobile app or online portal, and tackling a wide range of legal challenges, from estate planning and landlord-tenant disputes to small business issues like contract negotiations and debt collection. By doing so, LegalShield not only streamlines the process of obtaining legal help but also empowers its members to confidently navigate the often daunting world of legal matters. This unique approach creates a supportive environment where individuals and businesses can proactively manage their legal needs effectively.

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

$26.95 per month
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

LegalShield

Date Founded

1972

Company Location

United States

Company Website

www.legalshield.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives