Luminary

Luminary AI automatically uploads and summarizes estate planning documents, extracts information into structured data records, and creates dynamic visualizations and flowcharts. The platform enables scenario modeling, tax calculations, and seamless collaboration through role-based permissions.

The platform reduces client case preparation time by up to 80% and has an AI accuracy rate of over 90% for extracted data. It is trusted by industry leaders including RIAs managing $2bn+ in assets.