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.”
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.
Related resources
Today we are announcing the expansion of Luminary AI, including a broader range of document summary and information extraction capabilities. Starting with a document upload, Luminary AI streamlines the document review process, increasing efficiency and institutionalizing knowledge. Luminary AI document summaries and trust & estate system of record form a foundation for generational wealth advice and stickier client relationships.
This month, discover how Luminary is leading the pack in AI-driven digitization of plan data, now with 82% of entity types supported. Explore new templates simplifying estate planning with pre-set patterns for dispositive provisions, and updates throughout the platform for even more comprehensive estate planning.
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Find out how Luminary can help your clients unlock more meaning in their money.