Luminary Insights
Insights is our latest industry breakthrough—an AI-powered feature that enables advisors to automatically surface personalized estate planning guidance—helping firms deliver more consistent, expert-level advice at scale. Using uploaded client documents and existing household data, Insights automatically generates:
Opportunities
Surfaces potential opportunities to enhance your estate plan
Concerns
Flags important issues and potential concerns that require attention
Missing Documents
Identifies essential documents, either not found for the household or outdated
Trusted by Industry Leaders
How it Works
See how our clients are using Luminary Insights.
Surface strategic insights
Upload client estate documents, and Luminary automatically surfaces key insights—including missing documents, potential concerns, and strategic opportunities that can enhance a client’s plan.
- Identify missing documents such as wills, trusts, POAs, healthcare proxies, or tax returns
- Raise potential concerns for outdated fiduciaries, missing guardianship provisions, inappropriate distribution structures, and more
- Propose planning opportunities around gifting strategies, exemption usage, education accounts, and more
Reference source documents with ease
Each insight is paired with a document reference that links directly to the source section in the uploaded document.
- See additional information explaining exact details of each insight
- Review citations to verify source material
Export insights directly to client-ready presentations
Insights are compiled into white-labeled presentations designed to help firms drive clarity, consistency, and strategic action.
- Selectively include or exclude insights and customize detail level when exporting
- Add insights to your client presentations—complete with your firm's branding
- Easily collaborate with fellow wealth, legal, and tax stakeholders
Register for our upcoming webinar to learn more
"The Next Frontier for AI in Wealth Transfer: A First Look at Luminary Insights" is airing August 5. Join us as we continue our discussion on the evolving capabilities of AI and unveil Luminary Insights.