Go From Static Documents to Dynamic Diagrams in Minutes

For years, estate planning professionals have wrestled with the inefficiencies of manually turning lengthy documents into client-ready visuals. Parsing through trust documents, identifying dispositive provisions, and structuring estate flowcharts is time-consuming, inconsistent, and prone to human error, even for experts.

Luminary’s latest AI-powered feature changes the game — automating the extraction of dispositive provisions to streamline workflows, improve accuracy, and enable estate planners to focus on high-value client engagement rather than busywork. Plus, our human-in-the-loop technology gives you complete visibility throughout the process, with built-in citations that support AI-generated recommendations with direct evidence for your review.

Manual Data Extraction Slows Progress and Increases Risk

Managing estate planning for high-net-worth complex clients requires meticulous review of dispositive provisions. Advisors and attorneys must manually interpret dozens of legal documents, map distribution patterns, verify beneficiaries, and calculate nuanced tax considerations.

This process is:

• Time-consuming: Onboarding new clients often means hours of document review before strategic planning even begins.
• Error-prone: Even a small oversight in a trust’s dispositive provisions can lead to costly mistakes and client confusion.
• Limited: Other AI solutions in the market are unable to go beyond the surface to understand the depth of dispositive provisions hidden within, limiting your ability to truly automate your workflows.
  

Clients’ expectations have risen to new levels, demanding a higher degree of personalization and speed from planners, meaning firms need a faster, smarter approach.

The Next Evolution in Estate Planning Automation

Our latest release is a truly revolutionary innovation in artificial intelligence capabilities for estate planning. Now, you can turn client information taken directly from trust entities, testamentary entities, and personal/joint accounts into dynamic visual diagrams, in a fraction of the time.

Instead of sifting through complex legal documents to determine asset distributions, our AI intelligently identifies recipients and pre-fills key details — saving you hours of work per client.

This feature unlocks several game-changing capabilities for estate planners:

• Extract and structure data automatically – Luminary AI reviews trust documents and identifies dispositive provisions, filling in recipient names, distribution types, and percentages in minutes.
• Increase planning confidence and transparency – AI-generated recommendations come with supporting evidence that shows you exactly where the information is being pulled from in its original document context, ensuring advisors can always validate AI-extracted information.
• Unlock the full power of Luminary – Extracted data seamlessly feeds into Luminary’s estate visualization and scenario modeling tools, transforming your static documents into client-ready visuals in less than 15 minutes.

Luminary allows you to bridge the gap between document-based estate planning and a truly digital-first advisory approach. It’s not just about speeding up data entry — it’s about empowering you to spend more time focusing on strategic initiatives and scaling your practice.

But don’t just take our word for it…

Go From Document to Waterfalls in Under 15 Minutes

Getting started is simple and allows you to dramatically reduce manual data review, with end-to-end client creation in just one click.

1. Upload trust documents into Luminary.
2. Trigger the AI-powered extraction workflow.
3. Review AI-generated recipient and distribution details that appear automatically.
4. Confirm or modify details as needed.

Within minutes, you have a fully structured estate plan — allowing you to engage clients with more confidence and efficiency than ever before.

The Future of Estate Planning Starts Here

By eliminating the inefficiencies of manual data review, Luminary is empowering RIAs, family offices, CPAs, and attorneys to deliver faster, more accurate, and more scalable services.

The future of estate planning is AI-backed, data-driven, and advisor-empowered — and with Luminary, you’re ahead of the curve. Ready to experience the next generation of wealth transfer? Schedule a demo today.