The AI Platform for Wealth Transfer
Luminary transforms estate and ownership documents into structured data, powering purpose-built tools and deliverables—helping wealth, legal, tax, and trust advisors uncover insights faster, communicate with greater clarity, and deliver more value to clients.
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Luminary AI is the data and application layer that powers wealth transfer insights and services for every client relationship.
AI document intelligence
Luminary’s purpose-built AI turns documents into source-cited intelligence. Automatically surface potential risks and opportunities, then generate a firm-branded estate presentation without manual data entry—enabling a faster path to personalized guidance from the first prospect conversation through every ongoing review.
Data-powered visualizations
Luminary brings together data from across the wealth transfer ecosystem and turns it into dynamic, customizable visuals that make complex estate plans easier to understand. Give advisors and planning teams a clearer view of the full picture—and clients greater confidence in the conversations and decisions that follow.
Analysis and reporting
Luminary gives planning experts a deterministic view of current estate and tax outcomes, then makes it easy to model strategies, compare results, and turn complex analysis into clear, customized client deliverables. As values, assumptions, and priorities evolve, update the analysis without starting over—making wealth transfer planning a continuous, measurable, and valuable part of the client relationship.
Hear from Luminary users
Enterprise-grade security
SOC 2 type II certified
Our systems regularly undergo rigorous security audits and penetration testing by independent third parties to validate that our security controls meet leading industry standards.
Data security
Luminary is equipped with enterprise-grade security and encrypts data at-rest and in-transit with AES 256-bit encryption ensuring the confidentiality of your information.
Secure collaboration
Our role-based permission system allows teams to collaborate internally and with third-party advisors on a single source of client data, safely and securely.
Frequently asked questions
Answers to the questions we hear most often. If you don’t see your question here, reach out and we’ll answer it directly.