You can use Luminary to convert estate planning documents into structured records and clear visual diagrams. The system extracts critical information from wills, trusts, and tax returns, highlighting risks and opportunities across complex estates. Wealth managers, tax advisors, and estate attorneys can model different wealth transfer scenarios, calculate tax outcomes, and generate customized reports for their clients. It also allows planning teams to collaborate securely with outside counsel, keeping asset values updated through connections to financial planning and portfolio management systems.
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