Introducing Luminary Go: AI-Powered Estate Planning Tech Expands Access With New Product Tier

Why We Built Luminary Go

Advisors know that personalized legacy planning creates deep, lasting value for clients and builds strong, multigenerational relationships. But delivering these services at scale has always been a challenge. 

The status quo relies on tedious manual review, static documents, and disconnected systems. Existing tools are often too costly to justify, add more friction than they remove, and aren’t able to serve the needs of complex clients. This leaves advisors to either take on manual work—piecing together PDFs, spreadsheets, and slide decks—or miss opportunities to demonstrate deeper value.

That’s why we built Luminary Go. It’s designed for firms that want to deliver dynamic and tailored planning deliverables—efficiently and consistently. We’ve taken the most essential components of the Luminary platform and created a streamlined way to harness our AI-powered estate planning tools—so you can go from static documents to dynamic diagrams in just minutes, with less complexity than ever before. 

With Luminary Go, estate planning becomes something more advisors can lead with, not work around, while raising the bar for what planning technology can deliver.

Start with the Essentials. Unlock Immediate Value.

With Luminary Go, you can:

• Summarize and extract key data from trust and estate documents in seconds, powered by Luminary AI, and backed by citations for immediate advisor review and customization
  
  
• Build and present balance sheets, entity distribution diagrams, and ownership visualizations in minutes
  
  
• Compare the impact of strategies like family and charitable gifting, SLATs, GRATs, CRTs, and CLTs
  
  
• Create and share planning deliverables that help clients see the value of legacy strategies
  

You don’t need to learn a new language or overhaul your workflow. Upload a document and get an AI-powered summary and entity diagram in seconds, with citations built in every step of the way for complete transparency. Plus, all outputs are client-ready—with white-labeled presentations and fully customizable visualizations ready in minutes.

We’re excited to launch Luminary Go as a way to enable more advisors to extend their estate planning capabilities and deliver greater value to their clients. By packaging some of Luminary’s most widely used features at a more accessible entry point, Go opens the door to more client conversations and use cases. — David Barnard, CEO

Built for You: Find the Right Fit

Luminary Go is part of a flexible product lineup built to meet firms where they are—whether you’re building the foundations of estate planning or providing high-touch support to more complex clients. Beyond Go, we offer:

Luminary Pro – Designed for advanced use cases with hypothetical scenario modeling, tax simulations, and strategy visualization with custom growth levels.

Luminary Enterprise – Tailored for enterprise-level organizations with custom integrations, enhanced permissions, and white-glove onboarding.

Essential Features That Power Every Tier

Every Luminary user—whether starting with Go, Pro, or Enterprise—benefits from the same trusted foundation: a modern data platform purpose-built to increase clarity, collaboration, and confidence in every client conversation.

Here’s what you get across the board:

• A digital system of record that transforms static and disjointed estate documents into searchable data
  
  
• Secure document storage and centralized access, so every member of your team has access to the information they need at their fingertips, with custom permissions to ensure security
  
  
• Collaboration tools that let you safely invite attorneys, CPAs, or trustees to view and contribute—without email chains or version confusion
  
  
• Wealth transfer task tracking and notifications to monitor key action items and ensure timely execution across client strategies
  
  
• Integrations with your existing tools, including Addepar, Black Diamond, Orion, and eMoney, to ensure seamlessly connected workflows and accurate real-time updates

No matter your firm size or structure, Luminary helps you eliminate duplicative work, retain planning knowledge across the team, and deliver consistent, client-ready outputs.

And because Go runs on the same foundation as Pro, you can upgrade seamlessly as your firm grows or your client needs evolve—no migration, no starting over.

Start Fast. Deliver More. Scale with Confidence.

Tailored legacy planning doesn’t need to be slow, complex, or out of reach. With Luminary Go, you can digitize core documents, analyze key planning opportunities, and deliver high-quality, client-ready insights—all from a single, streamlined platform. It’s everything needed for firms who want to provide standout estate planning services.

Whether you’re looking to modernize your current process or launch a new offering, Luminary Go lets you start faster and show value sooner, with room to grow.

See how streamlined estate planning can be. Book a demo of Luminary Go today.

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