[Webinar] The Next Frontier for AI in Wealth Transfer: A First Look at Luminary Insights
Join us as we continue our discussion on AI in wealth transfer and take a first look at Luminary Insights—a groundbreaking new feature that enables advisors to automatically surface personalized estate planning guidance directly from client documents.
Join us as we continue our discussion on AI in wealth transfer and take a first look at Luminary Insights—a groundbreaking new feature that enables advisors to automatically surface personalized estate planning guidance directly from client documents.
In this session, we’ll build on our previous conversation exploring how AI is transforming estate planning—making it faster, more scalable, and more consistent across clients. You’ll get a behind-the-scenes look at the breakthroughs that made Luminary’s Insights possible. Ian Lyons, Luminary’s Head of Engineering, will walk through how this release empowers firms to identify risk, uncover opportunities, and deliver proactive, expert guidance at scale.
We’ll cover:
- How AI is evolving from basic automation to strategic-level intelligence
- How leading firms are using AI to scale personalized planning across their client base
- The recent innovations and enhanced capabilities powering Luminary Insights
- How Insights transforms static estate documents into actionable planning strategies
- How advisors stay in control through a built-in human-in-the-loop process
Not able to join us live? Register anyways and we'll send you a recording of the session after it airs.
Meet the speakers
Julia Kosinski collaborates across teams at Luminary to refine the product and strengthen the client experience. Drawing on her background as a trusts and estates attorney, she ensures Luminary’s solutions are grounded in the real-world needs of both clients and advisors. She bridges the gap between legal nuance and technology to help build tools that are both innovative and practical.
Prior to Luminary, Julia held senior roles at the Dalio Family Office and practiced trusts and estates law at Harris Beach Murtha Cullina PLLC and a boutique law firm in Connecticut. She holds a J.D. and an LL.M. in Estate Planning from the Heckerling Institute.
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.
[Webinar] The Next Frontier for AI in Wealth Transfer: A First Look at Luminary Insights
The Next Frontier for AI in Wealth Transfer
A First Look at Luminary Insights
Tuesday, August 5
9 AM PT | 12 PM ET
Join us as we continue our discussion on AI in wealth transfer and take a first look at Luminary Insights—a groundbreaking new feature that enables advisors to automatically surface personalized estate planning guidance directly from client documents.
In this session, we’ll build on our previous conversation exploring how AI is transforming estate planning—making it faster, more scalable, and more consistent across clients. You’ll get a behind-the-scenes look at the breakthroughs that made Luminary’s Insights possible. Ian Lyons, Luminary’s Head of Engineering, will walk through how this release empowers firms to identify risk, uncover opportunities, and deliver proactive, expert guidance at scale.
We’ll cover:
- How AI is evolving from basic automation to strategic-level intelligence
- How leading firms are using AI to scale personalized planning across their client base
- The recent innovations and enhanced capabilities powering Luminary Insights
- How Insights transforms static estate documents into actionable planning strategies
- How advisors stay in control through a built-in human-in-the-loop process
Not able to join us live? Register anyways and we'll send you a recording of the session after it airs.
Meet the speakers
Julia Kosinski collaborates across teams at Luminary to refine the product and strengthen the client experience. Drawing on her background as a trusts and estates attorney, she ensures Luminary’s solutions are grounded in the real-world needs of both clients and advisors. She bridges the gap between legal nuance and technology to help build tools that are both innovative and practical.
Prior to Luminary, Julia held senior roles at the Dalio Family Office and practiced trusts and estates law at Harris Beach Murtha Cullina PLLC and a boutique law firm in Connecticut. She holds a J.D. and an LL.M. in Estate Planning from the Heckerling Institute.
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.