Luminary is our estate planning technology, supplementing the tools we already use with our existing clients. Luminary is valuable for our managing advisors and planning team, offering:
Usage: How We Use Luminary
- Speed in summarizing estate documents
- Seamless integration with eMoney’s balance sheet
- The ability to capture and quantify Tax-Alpha from wealth transfer strategies
- Clear, client-friendly visualizations of complex estate strategies
- Quick source linking directly back to original estate documents
Using AI, this tool reduces the time spent analyzing estate documents and will create a more efficient process for planning and ongoing client reviews. Balefire-branded Luminary reports will now be included in our current Cornerstone, Heritage, and Legacy Wealth deliverables, enhancing our clients’ experience as a whole.