Luminary
AI platform for estate document analysis and wealth transfer planning
Overview
The AI Platform for Wealth Transfer. Luminary transforms estate and ownership documents into structured data, powering purpose-built tools and deliverables — helping wealth, legal, tax, and trust advisors uncover insights faster, communicate with greater clarity, and deliver more value to clients.
Key Features
- Estate Document Structuring
- Ownership Document Analysis
- Insight Generation
- Client Deliverables
- Multi-Advisor Collaboration
Integrations
Estate Planning SoftwareCRMDocument Management
Details
- Platforms
- Web
- Target Users
- Estate Planners, Trust Advisors, Wealth Managers, Tax Advisors
- Pricing Model
- Subscription
- Full Pricing Details
- Contact for pricing
Related Tools
âš¡Productivity & AI Assistants
FP Alpha
AI analyzes client data, auto-generates planning recommendations & tax strategies.
ai-planningtax-strategiesinsurance-analysis
âš¡Productivity & AI Assistants
Jump
AI meeting assistant: transcripts, summaries, CRM auto-population.
ai-meeting-assistanttranscriptionsummarization
âš¡Productivity & AI Assistants
RIA GPT
Secure generative AI for RIAs with built-in AI governance, risk & compliance.
secure-generative-aiai-governancecompliance