Digital illustration showing a button labeled 'Generate Estate360 presentation' above documents titled 'Power of attorney,' 'Sam Young Health Care Directive,' and 'Young Family Trust Summary.' Below is an estate summary for Sam & Pat Young from Berkeley Place Advisors with a partial family tree and a pie chart representing data.

FOR ESTATE PLANNING ATTORNEYS

Increase client reach and amplify advice impact

Luminary transforms trusts, wills, amendments, and asset information into AI-powered, source-backed data, deterministic outcome models, and client-ready deliverables—helping your firm serve more clients and make the value of your advice more tangible.

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Why leading estate planning attorneys use Luminary:

Expedite new client intake and review

Analyze entire estate planning files to surface key provisions and trace every important document detail back to the governing language in a click.

Make sophisticated planning easier to understand

Translate complex structures, tax implications, and planning alternatives into visuals and materials clients can readily grasp.

Quantify the value of your advice

Incorporate asset values into your analysis to demonstrate the financial and personal value created by your counsel.

Collaborate seamlessly with your client’s other advisors

Share insights on planning gaps and opportunities, and increase the efficiency and impact in how your advice is delivered.

Luminary AI

Access document intelligence built for trust and estate law

Go beyond general purpose summaries. Luminary’s purpose-built AI analyzes trusts, wills, amendments, and entity documents together to create a structured, current view of the client's plan. It organizes key provisions, synthesizes changes, and surfaces potential concerns and planning opportunities—helping attorneys move from document collection to informed assessment in a fraction of the time.

A digital interface showing a question about how Pat's Revocable Trust distributes, with an AI-generated answer explaining it is a marital/family-trust plan where if Sam survives Pat, non-marital-deduction assets and a formula-based family share fund the Family Trust while the rest funds the Marital Trust; Sam gets all Marital Trust income and may receive principal for support, while the Family Trust supports Sam and Pat's descendants.

Estate Waterfall

Project estate outcomes with deterministic modeling tools

Bring legal structures and client assets together in a precise, dynamic planning environment. Visualize the current plan, evaluate potential strategies, and see how changes in timing, growth, and tax assumptions affect projected outcomes. Luminary’s proprietary source linked document data and modeling tools bring clarity and confidence to every client case.

Flowchart showing estate distribution starting in 2026 with out of estate assets of $15.1M, joint holdings of $20.3M, and direct holdings of $3M. By Pat's death in 2046, out of estate reduces to $3.3M. By Sam's death in 2056, out of estate assets continue, with remaining assets divided between charity and taxes. The in estate total is $23.3M.

Client Deliverables

Make sophisticated advice easier to understand

Turn complex analysis into consistent, firm-branded presentations, plain-language overviews, dynamic estate diagrams, and high impact client communications. Answer questions visually and show how the structures work together, so they can better understand both the recommendation and the value of your advice.

Financial summary for Young Revocable Trust showing net value $4.8M as of April 1, 2024, located in Illinois with grantor trust tax status, effective July 4, 1997. Trustees listed include Pat Young and first successor trustees Henry Young and Jerry Young. Waterfall summary chart compares projected distributions before and after Sam and Pat's deaths for estate, family, and charity allocations. A flowchart illustrates trust structure including Sam Young Revocable Trust, Family Trust, Marital Trust, and various gift trusts. Text explains trustees' roles, succession, and beneficiary distribution standards.

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Frequently Asked Questions

Answers to the questions we hear most from estate planning law firms. If you don’t see your question here, we’ll answer it directly.

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Does Luminary provide legal advice or draft estate planning documents?

No. Luminary does not offer document drafting or other legal services. It helps attorneys review existing documents, analyze potential strategies, work more efficiently with investment and tax advisors, and communicate more effectively with clients so that the value of your counsel is better understood and appreciated.

Can Luminary help us assess a new client’s existing plan?

Yes. Luminary can create meaningful analysis from partial inputs, including a balance sheet, trust summaries, or an estate plan presentation or review from a prior advisor or planning platform. It also analyzes full estate files, giving your team a clear view of the plan and potential discussion topics for an initial planning conversation.

How can attorneys verify AI-generated information?

Luminary provides source citations and customizable review controls so attorneys can identify, validate, and prioritize planning considerations with confidence. Every important detail can be traced back to the governing language in the underlying document.

Does Luminary AI train models with client data?

No. Neither Luminary nor our model provider partners train on client data, and our AI does not retain any data after workloads are processed.

Can we assess a proposed strategy before drafting the documents?

Yes. With Luminary, you can test how gifting, charitable strategies, growth, and tax assumptions could affect distributions, liquidity, and estate tax. This gives attorneys a clearer way to evaluate options before making a legal recommendation.

Can Luminary help explain the plan and our recommendations to clients?

Yes. Turn legal analysis into firm-branded client deliverables with clear views of fiduciaries, beneficiaries, distributions, assets, and potential outcomes. Use live diagrams and scenarios in the meeting to answer questions in context and make the recommendation easier for clients to understand. Let Luminary AI assist you in creating memos that enable you to communicate key points and considerations.