Generic AI vs. Purpose-Built: The Estate Planning Face-Off
In this session, we put generic AI head-to-head against Luminary's purpose-built platform to show what happens when you move beyond one-off document summaries to a structured, domain-specific system of record.
The AI tools your team already uses are powerful, but are they enough? In this session, we put generic AI head-to-head against Luminary's purpose-built platform to show what happens when you move beyond one-off document summaries to a structured, domain-specific system of record. Pat Gordon will frame the opportunity advisors can't afford to miss, and Ian Lyons lifts the hood on how Luminary refines raw AI into validated, reliable estate data. You'll also watch a live side-by-side comparison that makes the difference impossible to ignore.
What you'll learn:
- Why generic AI tools produce inconsistent results for professional estate planning workflows
- How Luminary transforms raw AI into a structured, scalable system of record
- What makes Luminary's knowledge graph and validation layer a fundamentally different approach
- The real difference between generic and purpose-built AI — shown live, side by side, on the same estate documents
Register now to tune in. Can't join us live? Register anyways and we'll email you a link to watch on demand after it airs.
Meet the speakers
Ian Lyons leads engineering at Luminary and is part of the founding team. He works closely with Luminary's customers to understand their needs and those of their clients and build powerful, usable tools to help enable their work.
Prior to Luminary, Ian held senior engineering leadership roles at Blend (IPO 2021, NYSE: BLND), where he contributed to and led teams across key product and platform initiatives, empowering banks and their customers to collaborate on a frictionless and compliant lending process.
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.
Generic AI vs. Purpose-Built: The Estate Planning Face-Off
Generic AI vs. Purpose-Built:
The Estate Planning Face-Off
Tuesday, May 5 2026
9 AM PT / 12 PM ET
The AI tools your team already uses are powerful, but are they enough? In this session, we put generic AI head-to-head against Luminary's purpose-built platform to show what happens when you move beyond one-off document summaries to a structured, domain-specific system of record. Pat Gordon will frame the opportunity advisors can't afford to miss, and Ian Lyons lifts the hood on how Luminary refines raw AI into validated, reliable estate data. You'll also watch a live side-by-side comparison that makes the difference impossible to ignore.
What you'll learn:
- Why generic AI tools produce inconsistent results for professional estate planning workflows
- How Luminary transforms raw AI into a structured, scalable system of record
- What makes Luminary's knowledge graph and validation layer a fundamentally different approach
- The real difference between generic and purpose-built AI — shown live, side by side, on the same estate documents
Register now to tune in. Can't join us live? Register anyways and we'll email you a link to watch on demand after it airs.
Meet the speakers
Ian Lyons leads engineering at Luminary and is part of the founding team. He works closely with Luminary's customers to understand their needs and those of their clients and build powerful, usable tools to help enable their work.
Prior to Luminary, Ian held senior engineering leadership roles at Blend (IPO 2021, NYSE: BLND), where he contributed to and led teams across key product and platform initiatives, empowering banks and their customers to collaborate on a frictionless and compliant lending process.
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.