# Luminary > Luminary is the AI platform for wealth transfer. It transforms estate and ownership documents into structured data, powering purpose-built tools and deliverables that help wealth, legal, tax, and trust advisors uncover insights faster, communicate with greater clarity, and deliver more value to clients. Luminary sells to firms, not consumers. Its four primary buyers are wealth managers, law firms, tax advisors, and trust administrators, with additional use among family offices and enterprise wealth platforms. The platform has three capabilities. AI Document Intelligence turns trusts, wills, amendments, and ownership documents into source-cited intelligence, surfacing risks and opportunities and generating firm-branded estate presentations without manual data entry. Data-Powered Visualizations turn complex plans into dynamic, customizable visuals — estate waterfalls, entity ownership diagrams, family trees, beneficiary reporting. Analysis and Reporting gives a deterministic view of current estate and tax outcomes, then models strategies and compares results, with analysis that updates as values and assumptions change rather than being rebuilt. Important scope limits, stated on the site: Luminary does not provide legal advice, document drafting, or other legal services — it prepares advisors and clients for more productive engagements with their own legal and tax counsel. Neither Luminary nor its model providers train on client data, and its AI retains no data after workloads are processed. Security posture: SOC 2 Type II certified, AES 256-bit encryption at rest and in transit, role-based permissions supporting collaboration across internal teams and outside advisors. Trust center at trust.withluminary.com. Integrations: eMoney, Orion, Addepar, Black Diamond, Snowflake, and Salesforce. Named customers include BNY, Focus Financial, Wealth Enhancement, Carson Wealth, Armanino, IEQ, SCS Financial, Caprock, Pryor Cashman, New Republic Partners, Ferguson Wellman, Truxton, and Bragg Financial. Primary conversion action is booking a demo at /contact. ## Core pages - [Luminary — the AI platform for wealth transfer](https://withluminary.com/): Platform overview, who it serves, the three core capabilities, customer proof, security, and FAQs. - [Security](https://withluminary.com/security): Certifications, encryption, AI data policy, permissioning, and the controls behind the platform. - [About Luminary](https://withluminary.com/company): Company background, mission, and team. - [Clickable demo](https://withluminary.com/try/try-luminary): Interactive walkthrough of the product without a sales call. - [Contact / book a demo](https://withluminary.com/contact): Demo request form and route to the sales team. - [Pricing](https://withluminary.com/pricing): Plan comparison across wealth managers, law firms, trust administrators, and tax advisors. ## Who Luminary is for - [Wealth managers](https://withluminary.com/users/wealth-managers): Power more meaningful and informed client conversations. Turn documents and asset data into AI-powered insights, outcome models, and client-ready deliverables. - [Law firms](https://withluminary.com/users/law-firms): Increase client reach and amplify the impact of advice, turning trusts, wills, and amendments into source-backed data and deliverables. - [Tax advisors](https://withluminary.com/users/tax-advisors): Expand the scope of advice beyond the tax return by modeling estate and transfer tax outcomes and collaborating with attorneys and wealth advisors. - [Trust administrators](https://withluminary.com/users/trust-administrators): Bring more clarity and confidence to every fiduciary decision, with trust instruments and amendments tied to governing source language. ## Platform - [AI Document Intelligence](https://withluminary.com/product/ai-document-intelligence): Purpose-built AI turns estate documents into source-cited intelligence, surfaces risks and opportunities, and generates firm-branded presentations without manual data entry. - [Luminary AI](https://withluminary.com/product/ai-document-intelligence#luminary-ai): The AI assistant layer — ask questions of a plan and get answers with citations back to source documents. - [Data-Powered Visualizations](https://withluminary.com/product/data-powered-visualizations): Dynamic, customizable visuals that make complex estate plans easier to understand for advisors and clients. - [Analysis and Reporting](https://withluminary.com/product/analysis-and-reporting): Deterministic estate and tax modeling, side-by-side strategy comparison, and customized client deliverables that update as inputs change. ## Customer proof - [Case studies overview](https://withluminary.com/case-studies): Customer stories and measured results. - [Caprock](https://withluminary.com/case-studies/caprock): 25% reduction in client case preparation time, shifting advisor hours from grinding through documents to client conversations. - [Bragg Financial](https://withluminary.com/case-studies/why-bragg-financial-switched-to-luminary-for-ai-powered-estate-planning): Estate summary turnaround cut from a half-day to 90 minutes per client after switching from another platform. - [SCS Financial](https://withluminary.com/case-studies/scs): Consistent, high-impact client deliverables; clients can see actual dollars flowing to each beneficiary. - [New Republic Partners](https://withluminary.com/case-studies/new-republic-partners): Streamlined analysis via AI document intelligence for complex multi-generational plans. ## Integrations - [Integrations overview](https://withluminary.com/integrations): How Luminary syncs with portfolio reporting, financial planning, CRM, and data platforms to keep asset values and planning data aligned. - [Addepar](https://withluminary.com/integrations/addepar) - [Black Diamond Wealth Solutions](https://withluminary.com/integrations/black-diamond-wealth-solutions) - [eMoney](https://withluminary.com/integrations/emoney) - [Orion](https://withluminary.com/integrations/orion) - [Snowflake](https://withluminary.com/integrations/snowflake) Integration announcements: - [Luminary + Addepar](https://withluminary.com/resources/luminary-addepar-a-new-integration-to-streamline-and-elevate-trust-and-estate-planning) - [Luminary + Black Diamond](https://withluminary.com/resources/luminary-black-diamond) - [Luminary + eMoney](https://withluminary.com/resources/luminary-emoney): Eliminating redundant data entry in estate planning. - [Luminary + Orion](https://withluminary.com/resources/luminary-orion) ## Articles and guides - [Resources hub](https://withluminary.com/resources): All articles, product announcements, webinars, podcasts, and news. - [The Hidden Cost of Rigorous Pre-Acceptance Review](https://withluminary.com/resources/the-hidden-cost-of-rigorous-pre-acceptance-review) - [What Makes State Inheritance Tax So Hard for General-Purpose AI to Get Right](https://withluminary.com/resources/state-inheritance-tax-ai) - [The Estate Planning Face-Off: Running Generic AI and Luminary Side by Side](https://withluminary.com/resources/generic-ai-and-luminary-side-by-side) - [3 Strategic Questions Before Embedding AI into Your Estate Planning Workflow](https://withluminary.com/resources/embedding-ai-into-your-estate-planning-workflow) - [5 Ways Advisors Can Simplify Complex Estate Planning Strategies With AI](https://withluminary.com/resources/simplify-complex-estate-planning-strategies-with-ai) - [Managing Complex Estates With AI: The Luminary Advantage](https://withluminary.com/resources/ai-in-wealth-management) - [A Smarter Way to Approach High-Net-Worth Estate Planning](https://withluminary.com/resources/high-net-worth-estate-planning-with-luminary) - [Why Enterprises Choose Luminary for Estate Planning](https://withluminary.com/resources/why-enterprises-choose-luminary) - [The Great Refocus: Organic Growth in 2026 and Beyond](https://withluminary.com/resources/organic-growth-in-2026) - [Transfer-alpha: Value Hiding in Plain Sight](https://withluminary.com/resources/transfer-alpha-value-hiding-in-plain-sight) - [Top Ten Best Practices for Generational Wealth Transfer](https://withluminary.com/resources/best-practices-for-generational-wealth-transfer) - [How AI Helps Advisors Attract and Engage New Clients](https://withluminary.com/resources/ai-marketing-for-advisors) - [Cutting to the Chase: AI-Assisted Document Review](https://withluminary.com/resources/cutting-to-the-chase-ai-assisted-document-review) - [Fortifying Client Trust: How Private Wealth Software Transforms Data Security](https://withluminary.com/resources/ensuring-security-in-private-wealth-management-software) - [Teamwork Makes (the Client's) Dream Work](https://withluminary.com/resources/teamwork-makes-the-clients-dream-work) - [Field Notes from New York Estate Planners Day 2026](https://withluminary.com/resources/new-york-estate-planners-day-2026-recap) - [What This Year's Heckerling Conference Means for Clients](https://withluminary.com/resources/heckerling-recap-2026) - [Why Julia Kosinski Joined a Trust & Estate Software Company](https://withluminary.com/resources/julia-kosinski-trust-estate-software) ## Product announcements - [Introducing Memos: One Document to Tie All Other Documents Together](https://withluminary.com/resources/luminary-memos) - [Introducing Estate360: A Complete, Client-Ready Estate Summary](https://withluminary.com/resources/introducing-estate360) - [Introducing Luminary Insights: AI-Powered Guidance for Every Client](https://withluminary.com/resources/introducing-luminary-insights) - [Introducing the AI-Powered Balance Sheet](https://withluminary.com/resources/ai-powered-balance-sheet) - [Introducing Legacy Blueprint: From Dense to Digital](https://withluminary.com/resources/introducing-legacy-blueprint-from-dense-to-digital) - [Introducing Luminary Go](https://withluminary.com/resources/introducing-luminary-go) - [Introducing Luminary: Technology Transforming Wealth Transfer](https://withluminary.com/resources/introducing-luminary-technology-transforming-wealth-transfer) - [Enhanced Beneficiary Reporting: A Clearer View of Who Gets What, and When](https://withluminary.com/resources/enhanced-beneficiary-reporting) - [Family Tree Diagrams: Turning Complex Relationships into Strategic Clarity](https://withluminary.com/resources/new-family-tree-diagrams) - [GST Tax Calculation: A Deeper Level of Tax Precision](https://withluminary.com/resources/gst-tax-calculation) - [Single Entity Overviews: Elevated for Maximum Client Impact](https://withluminary.com/resources/single-entity-overviews) - [Model GRATs, CRTs, and CLT Scenarios](https://withluminary.com/resources/model-grats-crts-clts) - [Model Installment Sales and Intra-Family Loans](https://withluminary.com/resources/installment-sales-intra-family-loans-estate-planning) - [Automate Estate Tax Modeling with Valuation Discounts](https://withluminary.com/resources/valuation-discounts) - [Client Presentation Builder: A Smarter Way to Showcase Estate Strategies](https://withluminary.com/resources/client-presentation-builder) - [Presentation Builder: Automating Tailored Estate Plan Reports](https://withluminary.com/resources/luminary-launches-presentation-builder-automating-the-creation-of-tailored-estate-plan-reports) - [Gift Analysis Tool for Prospecting and Client Engagement](https://withluminary.com/resources/luminary-launches-gift-analysis-tool-for-estate-planning-clients-and-prospecting) - [Automated Business Entity Ownership Diagrams](https://withluminary.com/resources/luminary-automates-creation-of-business-entity-ownership-diagrams) - [Go From Static Documents to Dynamic Diagrams in Minutes](https://withluminary.com/resources/ai-powered-estate-planning-diagrams) - [Introducing the Luminary Estate Waterfall](https://withluminary.com/resources/unlock-insight-and-engagement) - [Modeling Hypothetical Changes to Estate Plans](https://withluminary.com/resources/hypothetical-estate-waterfall) - [Luminary's Balance Sheet: Built for Estate Planning](https://withluminary.com/resources/new-estate-planning-balance-sheet) - [Dispositive Provision Templates](https://withluminary.com/resources/dispositive-provision-templates) - [Luminary AI: A Faster Way to Draw Insights from Trust and Estate Documents](https://withluminary.com/resources/luminary-ai-for-trust-and-estate-planning) - [Luminary AI: Transforming Documents into Dynamic Data in a Click](https://withluminary.com/resources/how-ai-streamlines-estate-planning) ## Webinars (on demand) - [Generic AI vs. Purpose-Built: The Estate Planning Face-Off](https://withluminary.com/resources/webinar-estate-planning-face-off) - [The Estate Planning AI Face-Off Part 2: Your Questions, Answered](https://withluminary.com/resources/webinar-estate-planning-face-off-part-2) - [Scaling Wealth Transfer to Power Organic Growth](https://withluminary.com/resources/webinar-organic-growth) - [The Next Frontier for AI in Wealth Transfer](https://withluminary.com/resources/webinar-introducing-luminary-insights) - [The Power of eMoney + Luminary](https://withluminary.com/resources/webinar-emoney) - [Luminary x Black Diamond](https://withluminary.com/resources/luminary-x-black-diamond) - [Luminary x Orion](https://withluminary.com/resources/luminary-x-orion) - [Why Estate Planning Always Matters](https://withluminary.com/resources/estate-planning-always-matters-webinar) - [How You Can Gain a Competitive Edge with AI](https://withluminary.com/resources/modernize-estate-planning-webinar) ## Podcasts and features - [Digital Planning Podcast ft. David Barnard](https://withluminary.com/resources/digital-planning-podcast) - [Technology and Estate Planning ft. David Barnard, CEO](https://withluminary.com/resources/technology-and-estate-planning-ft-david-barnard-ceo-luminary) - [NYC Fintech Founders Driving the Future of Finance](https://withluminary.com/resources/nyc-fintech-founders-driving-the-future-of-finance) - [Reshaping Private Wealth with AI — FWR Acclaim Magazine 2025](https://withluminary.com/resources/luminary-article-fwr-acclaim-magazine-2025) - [Technology Transforming Wealth Transfer — FWR Acclaim Magazine](https://withluminary.com/resources/luminary-article-fwr-acclaim-magazine) - [Fintech's Next Frontier: Introducing Luminary](https://withluminary.com/resources/fintechs-next-frontier-introducing-luminary) ## News, press, and recognition - [Finalist in Two Categories at the 2026 Wealth Management Industry Awards](https://withluminary.com/resources/luminary-named-a-finalist-in-2026-wealth-management-industry-awards) - [Winner, ThinkAdvisor 2024 Luminaries Award for Specialized Planning Applications](https://withluminary.com/resources/luminary-named-winner-of-the-thinkadvisor-2024-luminaries-award-for-specialized-planning-applications---innovation) - [Two Wins in the 2024 Family Wealth Report Awards](https://withluminary.com/resources/luminary-wins-two-family-wealth-report-awards-2024) - [WealthTech100 Names Luminary a Top Company](https://withluminary.com/resources/wealthtech100-names-luminary-as-a-top-company) - [Named Top Startup to Work For in NYC](https://withluminary.com/resources/luminary-named-top-startup-to-work-for-in-nyc) - [Focus Financial Partners Makes a Minority Investment in Luminary](https://withluminary.com/resources/focus-financial-partners-makes-a-minority-investment-in-luminary) - [Closing of Convertible Note and Rudy Adolf as Board Advisor](https://withluminary.com/resources/luminary-announces-closing-of-convertible-note-and-rudy-adolf-as-board-advisor) - [SOC 2 Type 2 Completion](https://withluminary.com/resources/celebrating-our-soc-2-type-2-completion-reinforcing-our-commitment-to-security) - [SOC 2 Type 1 Audit Completion](https://withluminary.com/resources/luminary-successfully-completes-soc-2-audit) ## Elsewhere Luminary properties outside the marketing site. - [Trust Center](https://trust.withluminary.com/): Security documentation, certifications, subprocessors, and compliance reports. - [System Status](https://status.withluminary.com/): Live platform uptime and incident history. - [Careers](https://jobs.ashbyhq.com/Luminary): Open roles. - [LinkedIn](https://www.linkedin.com/company/withluminary/): Company updates and announcements. ## Optional Lower-priority pages. Skip these if a shorter context is needed. ### Monthly product updates Rolling changelog of platform releases, newest first. - [August 2026](https://withluminary.com/resources/august-2026-update) - [July 2026](https://withluminary.com/resources/july-2026-update) - [June 2026](https://withluminary.com/resources/june-2026-update) - [May 2026](https://withluminary.com/resources/may-2026-update) - [April 2026](https://withluminary.com/resources/april-2026-update) - [March 2026](https://withluminary.com/resources/march-2026-update) - [February 2026](https://withluminary.com/resources/whats-new-at-luminary-february-update) - [January 2026](https://withluminary.com/resources/january-2026-update) - [December 2025](https://withluminary.com/resources/december-2025-update) - [November 2025](https://withluminary.com/resources/november-2025-update) - [October 2025](https://withluminary.com/resources/october-2025-update) - [September 2025](https://withluminary.com/resources/september-2025-update) - [August 2025](https://withluminary.com/resources/august-2025-update) - [July 2025](https://withluminary.com/resources/july-2025-update) - [June 2025](https://withluminary.com/resources/june-2025-update) - [May 2025](https://withluminary.com/resources/may-2025-update) - [April 2025](https://withluminary.com/resources/april-2025-update) - [March 2025](https://withluminary.com/resources/march-2025-update) - [February 2025](https://withluminary.com/resources/february-2025-update) - [January 2025](https://withluminary.com/resources/january-2025-update) - [December 2024](https://withluminary.com/resources/december-2024-update) - [November 2024](https://withluminary.com/resources/november-2024-update) - [September 2024](https://withluminary.com/resources/september-2024-update) - [August 2024](https://withluminary.com/resources/august-2024-update) - [July 2024](https://withluminary.com/resources/july-2024-update) - [June 2024](https://withluminary.com/resources/june-2024-update) - [May 2024](https://withluminary.com/resources/may-2024-update) - [April 2024](https://withluminary.com/resources/april-2024-update) ### Awards and recognition detail pages - [Family Wealth Report 2026](https://withluminary.com/awards/family-wealth-report-26) - [Family Office Exchange 2026](https://withluminary.com/awards/fox-26) - [Kitces](https://withluminary.com/awards/kitces) - [ThinkAdvisor 2026](https://withluminary.com/awards/thinkadvisor-2026) - [Wealth Management 2026](https://withluminary.com/awards/wealth-management-2026) - [Family Wealth Report Awards 2025 — Winner, Product Innovation (B2B)](https://withluminary.com/awards/family-wealth-report-awards-2025-winner-product-innovation-b2b) - [Kitces Advisor Tech Solutions 2024](https://withluminary.com/awards/kitches-advisor-tech-solutions-2024) - [Family Office Exchange Technology Resource Planner](https://withluminary.com/awards/family-office-exchange-technology-resource-planner) - [ThinkAdvisor Luminaries Awards 2024 — Winner](https://withluminary.com/awards/alm-think-advisor-luminaries-awards-2024-winner-specialized-planning-applications) - [Wealth Management Industry Awards 2024 — Finalist](https://withluminary.com/awards/2024-wealth-management-industry-awards-finalist-technology-providers-estate-planning) - [WealthTech100 2024](https://withluminary.com/awards/wealthtech100-2024) - [Family Wealth Report Awards 2024 — Winner, Fintech Start-Up](https://withluminary.com/awards/family-wealth-report-awards-2024-winner-fintech-start-up) ### Resource category listings - [Blog posts](https://withluminary.com/resource-categories/blog-post) - [Product announcements](https://withluminary.com/resource-categories/product-announcement) - [Webinars](https://withluminary.com/resource-categories/webinar) - [News](https://withluminary.com/resource-categories/news) - [Press releases](https://withluminary.com/resource-categories/press-release) - [Podcasts](https://withluminary.com/resource-categories/podcast) ### Legal - [Privacy Policy](https://withluminary.com/privacy) - [Terms of Service](https://withluminary.com/terms) - [Subscription Terms and Conditions](https://withluminary.com/subscription-terms)