Solution introduction

Get Started With Luminary Go

Luminary Go gives you everything you need to digitize and summarize client documents, analyze the impact of planning strategies, and deliver client-ready presentations with ease and precision

Luminary AI
Summarize and extract key data from trust or estate documents with Luminary AI in minutes.

Visualize and present
Build and present balance sheets, entity distribution diagrams, and ownership visualizations in minutes.

Calculate
Analyze the impact of strategies like family and charitable gifting, SLATs, GRATs, CRTs, and CLTs.

 

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