The Next Frontier for AI in Wealth Transfer: A First Look at Luminary Insights

Tune in 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.

Related resources

Discover more about Luminary with our most recent articles.
All
Product announcement
Introducing Luminary Insights: AI-Powered Estate Planning Guidance for Every Client

AI-driven insights to help advisors scale expert estate planning across more client relationships.

Read More
All
Product announcement
Luminary AI: Transforming documents into dynamic data in a click

In a groundbreaking industry innovation, advisors can now transform an entire suite of client documents into dynamic digital records with AI assistance – right before their eyes, in just minutes. This bulk-processing capability unlocks a rapid path to data visualization, scenario analysis, and the creation of customized client deliverables, bringing a new level of efficiency to estate planning.

Read More
All
Blog Post
Go From Static Documents to Dynamic Diagrams in Minutes

Introducing Luminary AI-Powered Dispositive Provision Extraction: our latest feature transforming wealth transfer for you and your clients. Supercharge your workflows with automation that reduces manual data review and increases accuracy — enabling end-to-end client creation in one click, so you can go from static documents to dynamic diagrams in less than 15 minutes.

Read More