Turn documents into information assets with AI assistance

Get right to what matters. Spend less time taking notes, and make knowledge easier to share.

How you benefit

Luminary AI extracts key information from static documents, creating new digital data records which connect to applications for analysis, visualizations, and reporting.

Increase efficiency

Our human-in-the-loop AI workflow shows where information is found in documents and saves it with a click.

Save time and scale

Reduce time spent on initial document reviews by up to 80% and make key insights easy to reference in the future.

Collaborate effectively

Institutionalize knowledge across teams, and make information easy to share with third party experts.

“Luminary’s document summaries reduce a 12 hour task down to less than an hour, and does a better job than I would have done otherwise.”

Wealth Strategist

RIA based in New York

Luminary AI is your estate planning co-pilot

Developed with proprietary algorithms to handle complex estate planning concepts and documents. Luminary AI scales expert teams, increasing capacity and reach without adding costs. With Luminary AI, you can:

Summarize complex documents in seconds
Extract static data and create dynamic digital records
Ask questions about a document and see where answers are found

Easily navigate and summarize complex documents

Luminary AI organizes key information and insights in minutes, significantly reducing the time required for document reviews.

Extract data from and summarize any document, even decades-old scans or handwritten notes.
Automatically organize information into specialized summary templates for trusts, wills, operating agreements, and more.
Create summaries of trust amendments to understand the impact of each document.
Ask questions like “Who benefits from this trust upon death?”, and Luminary AI will provide a concise answer and navigate you where the answers are found.

A new digital information asset

All your client estate plan data, digitally connected to asset values. Luminary forms a dynamic system of record for ongoing monitoring and reporting, strengthening long-term client relationships.

Easily access key information across the client dashboard — including entity records, a balance sheet, gift and exemption tracking, and more.
Store all your planning documents in one place with easy to access summaries of each one.
Manage and monitor tasks to track successful strategy execution.
Sync client and account data with your portfolio management platform, creating a comprehensive record of your client’s estate.