Solution introduction
Power Up Your Planning With Luminary Pro
Luminary Pro gives you advanced capabilities, including everything you need to visualize complex estate plans, simulate and compare hypothetical proposed scenarios, and report on tax value created
Build estate waterfall diagrams
Build a tailored estate waterfall in minutes, with adjustable key assumptions.
Simulate hypothetical scenarios
Layer on hypothetical changes to existing estate plans and instantly see the impact on outcomes.
Quantify tax alpha
Automated value creation reporting quantifies wealth transferred and captured.
