Get Started With Luminary Go
Luminary Go gives you everything you need to digitize and summarize client documents, analyze the impact of planning strategies, and deliver client-ready presentations with ease and precision.
Luminary AI
Summarize and extract key data from trust or estate documents with Luminary AI in minutes.
Visualize & Present
Build and present balance sheets, entity distribution diagrams, and ownership visualizations in minutes.
Calculate
Analyze the impact of strategies like family and charitable gifting, SLATs, GRATs, CRTs, and CLTs.
Trusted by Industry Leaders
Don't just take our word for it
See how our clients are benefitting from Luminary.
80%
Reduce client case preparation time by up to 80%
98%
Luminary AI has an accuracy rate of over 98% of extracted data
“Luminary captures details in an informed and intelligent way. Rather than just a rudimentary attempt at doing the job for you, it’s a tool that provides a foundation for what you can build, compare, and contrast on the platform.”
“Luminary captures details in an informed and intelligent way. Rather than just a rudimentary attempt at doing the job for you, it’s a tool that provides a foundation for what you can build, compare, and contrast on the platform.”
Summarize Documents With Luminary AI
Luminary AI extracts data from and summarizes any document, creating new digital data records which connect to applications for analysis, visualizations, and reporting. Ask any question and Luminary AI will provide a concise answer with citations.
Visualize & Report
Build and present balance sheets, entity distribution diagrams, and ownership visualizations in minutes. All reports are fully customizable.
Less friction. More clarity. Faster wins.
Luminary Go is the fastest way to experience the power of modern trust & estate technology - so you can spend less time reviewing documents and more time creating value. Every tier of Luminary provides access to tools and features needed for managing estate planning workflows:
Securely Collaborate With COIs
Grant select access permissions to a client's legal and tax advisors to seamlessly collaborate on a single, shared data set.
Create a Digital System of Record
Institutionalize and share knowledge across your firm, digitize and store documents, and easily reference key information in the client dashboard.
Ensure Accountability
Manage active wealth transfer tasks and notifications, which can be tracked and assigned among your entire team.