Turn documents into information assets with AI assistance
Get right to what matters. Spend less time taking notes, and make knowledge easier to share.
How you benefit
Luminary AI extracts key information from static documents, creating new digital data records which connect to applications for analysis, visualizations, and reporting.
Increase efficiency
Our human-in-the-loop AI workflow shows where information is found in documents and saves it with a click.
Save time and scale
Reduce time spent on initial document reviews by up to 80% and make key insights easy to reference in the future.
Collaborate effectively
Institutionalize knowledge across teams, and make information easy to share with third party experts.
“Luminary’s document summaries reduce a 12 hour task down to less than an hour, and does a better job than I would have done otherwise.”
Luminary AI is your estate planning co-pilot
Developed with proprietary algorithms to handle complex estate planning concepts and documents. Luminary AI scales expert teams, increasing capacity and reach without adding costs. With Luminary AI, you can:
- Summarize complex documents in seconds
- Extract static data and create dynamic digital records
- Ask questions about a document and see where answers are found
Easily navigate and summarize complex documents
Luminary AI organizes key information and insights in minutes, significantly reducing the time required for document reviews.
- Extract data from and summarize any document, even decades-old scans or handwritten notes.
- Automatically organize information into specialized summary templates for trusts, wills, operating agreements, and more.
- Create summaries of trust amendments to understand the impact of each document.
- Ask questions like “Who benefits from this trust upon death?”, and Luminary AI will provide a concise answer and navigate you where the answers are found.
A new digital information asset
All your client estate plan data, digitally connected to asset values. Luminary forms a dynamic system of record for ongoing monitoring and reporting, strengthening long-term client relationships.
- Easily access key information across the client dashboard — including entity records, a balance sheet, gift and exemption tracking, and more.
- Store all your planning documents in one place with easy to access summaries of each one.
- Manage and monitor tasks to track successful strategy execution.
- Sync client and account data with your portfolio management platform, creating a comprehensive record of your client’s estate.
Related resources
Today we are announcing the expansion of Luminary AI, including a broader range of document summary and information extraction capabilities. Starting with a document upload, Luminary AI streamlines the document review process, increasing efficiency and institutionalizing knowledge. Luminary AI document summaries and trust & estate system of record form a foundation for generational wealth advice and stickier client relationships.
This month, we’ve made it easier than ever to educate clients, track workflows, and deliver polished planning outputs. Highlights include a new Education page with client-ready resources, smarter Notifications & Activities for workflow tracking, and expanded Insights to surface potential planning concerns.
Learn more
Speak with our Sales team to find out how Luminary can fit your needs.