Introducing Luminary Insights: AI-Powered Estate Planning Guidance

Luminary announced today the launch of Luminary Insights, a groundbreaking AI-powered feature that enables advisors to automatically surface personalized estate planning guidance, directly from client documents. Insights is a breakthrough technology that automatically detects potential concerns and surfaces opportunity suggestions—helping firms scale and deliver more consistent, expert-level advice across their entire client base.

Advisors can schedule a demo today to experience how Luminary Insights transforms client documents into intelligent planning guidance in minutes.

NEW YORK, July 15, 2025 /PRNewswire/ --

A Breakthrough in Estate Planning Technology

Estate planning is one of the most valuable services sophisticated advisory firms deliver—building trust, strengthening multi-generational relationships, and generating measurable tax value. But delivering consistent, high-quality services at scale has long been a challenge. As demand grows, many firms face capacity bottlenecks and inconsistent service quality due to bandwidth constraints and fragmented data.

Luminary Insights solves this by automating the most time-consuming aspects of estate plan review. Advisors simply upload client documents, and Luminary surfaces missing materials, potential concerns, and personalized strategic opportunities—all with clickable citations for easy verification.

Turn Documents Into Planning Guidance

With Luminary Insights, advisors can:

• Identify missing or outdated documents like wills, POAs, trusts, and health care directives
• Flag potential concerns such as outdated fiduciaries or missing guardianship provisions
• Generate strategic opportunities on gifting, exemption usage, 529 plans, and more—based on actual document content and household data

Every insight is tailored, customizable, and tracked—giving teams a structured, collaborative way to elevate planning conversations and scale guidance consistently across more client relationships.

"We built Insights to help firms scale wealth transfer services," said David Barnard, CEO of Luminary. "By automatically identifying personalized planning opportunities, we're empowering advisors to deliver consistent, expert-quality service at scale."

Expand Capacity, Deliver More Value

Firms using Luminary Insights gain immediate advantages:

• Serve more clients with consistent, high-quality estate guidance
• Empower advisors to manage complex planning conversations with AI-powered support
• Free up senior experts to focus on strategic client engagement rather than document review

Insights integrates seamlessly into the Luminary platform, with a dedicated view for managing findings, tracking status, and exporting white-labeled, client-ready reports. Functionality includes criticality tagging, checklist tracking, insight status workflows, and customizable exports—all designed to help firms drive clarity, consistency, and strategic action.

Ready to See It in Action?

Advisors can activate Insights by uploading client estate documents into Luminary. Insights appear automatically, and critical items are highlighted and cited for easy collaboration among fellow wealth, legal, and tax stakeholders.

Schedule a demo today to see how Luminary Insights helps your team deliver expert planning—faster, smarter, and at scale.

About Luminary

Luminary is a data and collaboration platform purpose built for trust & estate services.

Our platform uses human-in-the-loop AI assistance to digitize information otherwise trapped in original documents, and connect it with applications for visualization, what-if scenario modeling, and tax value creation tracking.

Luminary's customers are leaders in the delivery of tax efficient wealth transfer guidance for complex clients, including investment managers, professional services practices, and family offices. We aim to help our customers increase capability and capacity, reduce cost and risk, and quantify the value planning adds to their clients.

The founding team, led by CEO David Barnard, has deep experience in wealth management and software development.

Learn more at www.withluminary.com

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SOURCE Luminary Platforms, Inc