Build a comprehensive view of your clients' estate, family, and financial information. Track trust details and value created, build comprehensive entity maps, and calculate projected estate tax and legacy impact.

See a comprehensive visual estate overview

  • Luminary’s platform supports total transparency into any estate plan, including entity summaries and customizable map visualizations with current account values.

Share the impact of estate planning strategies

  • Luminary captures the value created by estate planning strategies, calculating and reporting results clearly and automatically.

Leverage recent insights

  • Updating on a daily basis, the integration gives wealth strategists access to recent asset valuations, the top four holdings in a trust, and a direct link to portfolios in Addepar.