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Celebrating our SOC 2 Type 2 completion: Reinforcing our commitment to security

Blog Post

July 20, 2023

Celebrating our SOC 2 Type 2 completion: Reinforcing our commitment to security

David Barnard

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CEO, Founder

Establishing trust is essential when building a legacy plan. That's why at Luminary, we're proud to announce our successful SOC 2 Type 2 audit completion, reinforcing our commitment to security and confidentiality.


Crafting a meaningful legacy plan for high-net worth individuals requires close collaboration between various professionals and a comprehensive view of an entire estate. As the leading digital platform for trust and estate planning, Luminary was built to streamline what today is a manual and cumbersome process. Our tools enable permissioned parties to create and work from a digital record, helping advisors visualize complex estate plans, while keeping client data safe and secure. Today, we’re proud to announce that we've received our SOC 2 Type 2 certification, validating our ongoing commitment to delivering the highest level of data protection security and confidentiality.

The analog world in which nearly all trust & estate data exists is neither accessible nor secure. We think a modern, purpose built technical infrastructure can solve both of these problems. But they must be solved at the same time. And as much our product roadmap emphasizes transparency and collaboration, it places the same primary importance on data protection. We’re delighted to have third-party validation of our efforts as we continue to build technology that powers new capabilities for our wealth advisor customers and their clients.

- David Barnard, Luminary’s President & CEO

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 Type 2 certification is a rigorous and internationally recognized compliance standard that validates our continuous adherence to strict security controls and the maintenance of robust platform architecture. It demonstrates our dedication to safeguarding sensitive information and ensuring the confidentiality, integrity, and availability of our systems.

Achieving SOC 2 Type 2 certification involved a lengthy and comprehensive assessment of Luminary’s procedures, controls, and infrastructure. Building on the robust foundation of our SOC 2 Type 1 certificate, our team has worked to strengthen our data security measures, platform capabilities, and operations even further. This is part of our ongoing commitment to industry-leading security practices.

Our completion of the SOC 2 Type 2 assessment is a testament to the collective effort and dedication of our entire team. We would also like to express our gratitude to our clients for their trust.

At Luminary, we remain steadfast in our mission to provide secure and reliable automated solutions to streamline complex trust and estate planning procedures. By obtaining SOC 2 Type 2 certification, we’re proud to provide our clients with the continued assurance that their data, assets, and privacy are systematically protected.

This is a significant milestone in our ongoing commitment to delivering the highest level of security and confidentiality. For more information about our SOC 2 Type 2 certification or any other inquiries, please reach out to our team.

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