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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
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Integrations
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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
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We build security into every layer of our platform.
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Luminary Announces Closing of Convertible Note and Rudy Adolf as Board Advisor
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