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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 LegalZoom?

LegalZoom provides a wide array of legal solutions tailored to meet the needs of both individuals and businesses, encompassing services such as starting a new business, filing trademark applications, drafting wills, setting up living trusts, managing bankruptcy cases, and addressing various legal challenges that small enterprises and families may encounter. Understanding the intricacies of business creation, we offer personalized assistance in forming LLCs, corporations, registering DBAs, and meeting essential legal requirements for business operations. For those aiming to protect their intellectual property, LegalZoom facilitates trademark and copyright registrations, in addition to providing guidance for patent applications. It is essential for everyone to have a last will and testament alongside a living will, and we guarantee that you can efficiently prepare these documents at an affordable price using our platform. For clients with more complex planning needs, we also feature a living trust service to cater to those specific requirements. Furthermore, all of our offerings include the option for consultations with experienced lawyers and tax professionals, ensuring expert advice is at your fingertips during the process. This dedication to making legal support accessible and effective positions LegalZoom as an indispensable ally for personal and business legal concerns, ultimately empowering clients to navigate their legal journeys with confidence.

Media

Media

Integrations Supported

Designjoy
Doola
Earth Class Mail
Volusion

Integrations Supported

Designjoy
Doola
Earth Class Mail
Volusion

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

LegalZoom

Date Founded

2001

Company Location

United States

Company Website

www.legalzoom.com

Categories and Features

Categories and Features

Business Filing

Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration

Virtual Mailbox

Check Deposit
Mail Forwarding
Mail Scanning
Mail Shredding
Physical Address
White-Label Platform

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