Luminary Platform

Estate documents to structured wealth-transfer workflows

withluminary.com

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About

Luminary's product suite includes tools such as Luminary Insights for planning opportunities, Estate 360 for automated estate overviews from document uploads, tax calculation engines, and estate waterfall visualization for advisors serving high-net-worth families. Details are published at withluminary.com.

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Product details

Product kind
Saas
web
Estate document digitizationWealth transfer planningTrust administration

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