Now On Demand
Your questions, answered. The ultimate estate planning AI breakdown.
Watch Now
Product
AI Document Intelligence
Transform estate documents into trusted data and client deliverables
Data-Powered Visualizations
Turn complex estate plans into a clear picture
Analysis and Reporting
Make deep planning insights a core client service
Luminary AI
Turn documents into intelligence
Learn more
Integrations
Seamlessly sync client data with your tools
Learn more
Users
Wealth managers
Power more meaningful and informed client conversations
Law firms
Increase client reach and amplify advice impact
Tax advisors
Expand the scope of advice beyond the tax return
Trust administrators
Bring more clarity and confidence to every fiduciary decision
Integrations
Seamlessly sync client data with Luminary
Learn more
Security
We build security into every layer of our platform.
Learn more
Resources
Blogs, Webinars, and News
Explore our latest insights and trends
Case Studies
Explore our latest customer stories
Clickable Demo
See Luminary in action
About us
Security
Contact sales
Contact sales
Our customers
Serving the world's leading wealth advisors.
Browse case studies
Featured Case Studies
All
Switching Platforms
Why Bragg Financial Switched to Luminary for True AI-Powered Estate Planning
Read More
All
Improved Client Deliverables
New Republic Partners Brings Complex Estate Plans to Life With Luminary
Read More
All
Improved Client Deliverables
How SCS Financial Achieved Consistent, High Impact Client Deliverables With Luminary
Read More
All
Advisor Capacity
How Caprock Unlocked 25% Additional Advisor Production Capacity With Luminary
Read More
Subscribe for updates straight to your inbox
Get updates from Luminary
.png){kind=logo}
