#USA #New York #AI Technology #Estate Planning #Luminary

Introducing Luminary Go

Luminary, a frontrunner in estate planning technology, has recently unveiled its latest offering: Luminary Go. This innovative product tier is specifically tailored to meet the needs of advisors across various firm sizes and client complexities. The primary goal of Luminary Go is to democratize access to advanced AI-powered estate planning tools, enabling a faster and smoother experience when delivering high-quality planning outputs.

Why Luminary Go?

Personalized legacy planning is crucial for advisors looking to establish deep and lasting relationships with multi-generational clients. Historically, providing such nuanced services at scale has been a challenge, limited by manual processes and traditional software that are often too generic or prohibitively expensive. Many advisors have grappled with the dilemma of choosing between customization for their clients and operational efficiency. Luminary Go rises to this challenge by distilling the most valuable elements of the Luminary platform into a more accessible offering.

With Luminary Go, advisors can leverage AI-powered tools that transform static estate documents into dynamic, ready-to-present visuals within a matter of minutes. This significantly reduces complexity and friction in the planning process, enabling advisors to focus on what truly matters: building strong relationships with their clients while providing exceptional service.

Key Features of Luminary Go

Some standout features of Luminary Go include:

• - Quick Data Extraction: The AI rapidly summarizes and extracts critical data from trust and estate documents, providing citations for immediate review and customization by advisors.
• - Dynamic Visualizations: Advisors can generate and display balance sheets, entity distribution diagrams, and ownership visualizations in minutes, making it easier for clients to understand their estates.
• - Strategy Comparison: The platform allows for side-by-side comparisons of various estate planning strategies, such as family and charitable gifting, SLATs, GRATs, CRTs, and CLTs, maximizing strategic value for clients.
• - Client-Friendly Deliverables: Luminary Go facilitates the creation and sharing of comprehensive planning outputs that help clients visualize the worth of their legacy strategies.

These features are supported by the same robust infrastructure that underpins Luminary's Pro and Enterprise versions, ensuring a secure collaborative environment and creating a detailed digital record for all client documentation. Furthermore, Luminary Go integrates seamlessly with industry-standard platforms like Addepar, Orion, Black Diamond, and eMoney, thus providing a streamlined experience across various client and firm data.

Scalable Solutions for Evolving Needs

As the demands of their client base evolve, firms using Luminary Go can upgrade to higher tiers with ease. This allows for features such as hypothetical scenario modeling, tax simulations, and more intricate strategy visualizations without having to start the planning process over from scratch.

David Barnard, CEO of Luminary, expressed his excitement regarding the launch, stating, "We’re thrilled to introduce Luminary Go, a solution that empowers more advisors to enhance their estate planning capabilities and provide greater value to their clients. By offering some of Luminary’s most utilized features at a more approachable price point, we open doors for more client conversations and broaden the use cases for our technology."

Conclusion: Embrace the Future of Estate Planning

With Luminary Go, the complexities of estate planning no longer need to be burdensome. This innovative solution allows firms to harness powerful estate planning tools swiftly and effectively, enhancing the trust and estate services they provide to clients. Whether establishing a new planning service or seeking to modernize existing workflows, Luminary Go equips advisors to begin the process quickly, deliver exceptional value, and scale their services without sacrificing quality.

For more information on how Luminary Go can give you a strategic advantage in the realm of estate planning, visit www.withluminary.com.