Gain a Competitive Edge With AI
As client expectations rapidly evolve, estate planners face increasing pressure to deliver highly personalized, efficient, and transparent service. Watch now to see how AI-powered technology enables advisors to exceed these expectations, providing deeper insights and better outcomes for clients.
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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.
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.
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