Screen showing a question about Pat’s Revocable Trust distribution and a response from Luminary AI explaining it is a marital/family-trust plan where Sam receives all Marital Trust income and may get principal for support, while the Family Trust supports Sam and Pat’s descendants.
FOR TRUST ADMINISTRATORS

Bring more clarity and confidence to every fiduciary decision

Luminary turns trust instruments, amendments, asset values, and supporting documents into a searchable record—with insights tied to the governing source language—helping evaluate new business opportunities and manage administrative responsibilities with efficiency and precision, aligning every stakeholder in the process.
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BNY
Focus Financial
Wealth Enhancement
Carson Wealth
Armanino
IEQ
SCS Financial
Sapient
Caprock
Pryor Cashman
Curi Capital
Ferguson Wellman
Vestgen
Gleneagles
New Republic
Truxton
Bragg
Copper Beach
Outrun Capital
Wealth Quest
Ohana
Coury
BNY
Focus Financial
Wealth Enhancement
Carson Wealth
Armanino
IEQ
SCS Financial
Sapient
Caprock
Pryor Cashman
Curi Capital
Ferguson Wellman
Vestgen
Gleneagles
New Republic
Truxton
Bragg
Copper Beach
Outrun Capital
Wealth Quest
Ohana
Coury

Why leading trust administrators use Luminary:

Evaluate prospective trust structures before you commit to the relationship

Complete due diligence faster and with more consistency, using Luminary AI to query the full trust file—including amendments—and create a source-backed view of fiduciary powers, dispositive provisions, and distribution considerations.

Connect governing documents to assets, entities, and outcomes

Bring trust structures, asset values, entity ownership, tax calculations, and beneficiary outcomes into one dynamic view—eliminating disconnected spreadsheets, notes, and static diagrams.

Equip every stakeholder to clearly see the structure and the strategy behind it

Turn trust structures, planning analysis, and beneficiary outcomes into clear, firm-branded presentations that help principals, beneficiaries, and advisors understand how the plan works, and stay connected to it.

Keep the plan current and coordinate seamlessly with the full advisory team

Keep documents, summaries, reporting, and trust data current as the plan changes in a shared digital record—preserving institutional knowledge, surfacing issues sooner, and giving trust officers and outside advisors one view of the relationship.

Document Intelligence
Source of Truth
Collaboration
Document Intelligence

Power day-to-day administration with AI

Luminary AI provides fast, reliable answers from trust instruments, amendments, and related documents, with every response tied to the governing source language. Use verified intelligence to review distribution requests, complete pre-acceptance checklists, understand powers and discretionary standards, and handle day-to-day administrative responsibilities with confidence.
Screenshot of Luminary AI interface showing a chat command "Create a fiduciary overview" and confirmation message indicating the Fiduciary Overview artifact was created using all fiduciary roles. Below is a Fiduciary Overview table listing trustees under Roles: Karl Muller with three trust authorities (The 2009 Serious People Irrevocable Trust, Connor Roy Separate Trust, Kendall Roy Separate Trust), their role as Primary Trustee under original trust agreements, and document dates all on 2009-12-30. The interface includes buttons for download, expand, regenerate, and edit.
Source of Truth

Maintain a living source of truth

Synthesize original documents and amendments into a current view of each trust, with a clear record that can be searched, reviewed, and shared. As new documents are added, teams can keep critical information accessible and reduce their dependence on fragmented files or institutional memory.
User interface screen showing a multi-step process with icons labeled Select clients, Link data, and Import data. Below is a table displaying direct holdings under Trusts & Businesses category with six entries, listing luminary entities including Young Revocable Trust, GST Exempt Children’s Trust, GST Non-Exempt Children’s Trust, Spousal Lifetime Access Trust for Sam Young and for Pat Young, with corresponding monetary values and trust statuses.
Collaboration

Connect stakeholders around every trust

Give trust officers, administrators, attorneys, tax professionals, and wealth managers permissioned access to the same trust information and supporting documents. A shared data foundation reduces repeated requests and stale copies, helping everyone coordinate from a more consistent understanding of the trust.
User interface showing options to add an external collaborator with a dropdown menu to select collaborator type, including Attorney, CPA, Client, Financial Advisor, and Other, under limited access setting.
Screenshot of Luminary AI interface showing a chat command "Create a fiduciary overview" and confirmation message indicating the Fiduciary Overview artifact was created using all fiduciary roles. Below is a Fiduciary Overview table listing trustees under Roles: Karl Muller with three trust authorities (The 2009 Serious People Irrevocable Trust, Connor Roy Separate Trust, Kendall Roy Separate Trust), their role as Primary Trustee under original trust agreements, and document dates all on 2009-12-30. The interface includes buttons for download, expand, regenerate, and edit.
User interface screen showing a multi-step process with icons labeled Select clients, Link data, and Import data. Below is a table displaying direct holdings under Trusts & Businesses category with six entries, listing luminary entities including Young Revocable Trust, GST Exempt Children’s Trust, GST Non-Exempt Children’s Trust, Spousal Lifetime Access Trust for Sam Young and for Pat Young, with corresponding monetary values and trust statuses.
User interface showing options to add an external collaborator with a dropdown menu to select collaborator type, including Attorney, CPA, Client, Financial Advisor, and Other, under limited access setting.

Frequently Asked Questions

Answers to the questions we hear most from trust administrators. If your question isn’t here, we’ll answer it directly.
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Can Luminary help us evaluate a prospective trust account?
Yes. Luminary provides fast, reliable answers from trust instruments, amendments, and related documents, with each response tied to the governing source language. Use it to complete pre-acceptance checklists and understand powers and discretionary standards before making an acceptance decision.
Can Luminary support day-to-day trust administration?
Yes. Use Luminary to query trust documents, understand powers and discretionary standards, maintain a current record, and review the governing terms relevant to distribution requests and other administrative decisions.
How can trust administrators verify AI-generated answers?
Luminary ties answers and insights to the relevant governing source language, with source citations and review controls that make it easy to validate information in context. Your team remains responsible for applying its fiduciary judgment.
Can our internal team and outside advisors work in Luminary?
Yes. Luminary provides permissioned access for trust officers, administrators, attorneys, tax professionals, and wealth managers, so the right people can work from the same current documents, information, and analysis.
What integrations does Luminary support?
Luminary integrates with leading portfolio reporting and financial-planning systems, including eMoney, Orion, Addepar, and Black Diamond, helping keep asset values and planning data aligned. We also integrate with Salesforce and Snowflake.
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.