Product
AI Document Intelligence
Transform estate documents into trusted data and client deliverables
Data-Powered Visualizations
Turn complex estate plans into a clear picture
Analysis and Reporting
Make deep planning insights a core client service
Luminary AI
Turn documents into intelligence
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Integrations
Seamlessly sync client data with your tools
Learn more
Users
Wealth managers
Power more meaningful and informed client conversations
Law firms
Increase client reach and amplify advice impact
Tax advisors
Expand the scope of advice beyond the tax return
Trust administrators
Bring more clarity and confidence to every fiduciary decision
Case studies
Explore our latest customer stories
Read case studies
Integrations
Seamlessly sync client data with your tools
Learn more
Resources
Blogs, Webinars, and News
Explore our latest insights and trends
Case Studies
Explore our latest customer stories
Clickable Demo
See Luminary in action
Company
About us
Meet the team and learn "why Luminary"
Careers
Help shape the future of wealth transfer
Integrations
Seamlessly sync client data with your tools
Contact
Get in touch with our team
Security
Contact sales
Contact sales
Fintech’s Next Frontier: Introducing Luminary
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Meet the speakers
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