Snapshot
Continue to About ↓- What it does
- Luminary is a software platform for professional advisors that uses AI to turn trust and estate documents into structured, source-cited data, then generates diagrams, analysis and firm-branded client presentations.
More detail
- It is aimed at wealth managers, law firms, tax advisors and trust administrators who want wealth transfer planning to be an ongoing client service rather than a one-off exercise.
- It does not draft documents or provide legal advice.
- Best for
- Wealth managers, trust and estate law firms, tax advisors and trust administrators in the US who need to extract facts from estate documents and turn them into client-ready diagrams, analysis and presentations.
More detail
- Firms already using portfolio or CRM systems such as eMoney, Orion, Addepar, Black Diamond, Salesforce or Snowflake.
- Pricing
- Pricing is not published.
More detail
- The official site routes all pricing to Contact sales and Book a demo, with no tiers, fees, minimums or contract terms disclosed.
- Subscription-based pricing is implied by third-party coverage and a lower-priced tier named Luminary Go has been reported in press coverage, but
- Main limitation
- Anyone looking for legal document drafting or legal advice, since Luminary explicitly does not provide these.
More detail
- Consumers, DIY planners, and advisors outside the US, given the platform's US-centric tax calculations and US-only data residency.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- Luminary is a software platform for professional advisors that uses AI to turn trust and estate documents into structured, source-cited data, then generates diagrams, analysis and firm-branded client presentations.
- It is aimed at wealth managers, law firms, tax advisors and trust administrators who want wealth transfer planning to be an ongoing client service rather than a one-off exercise.
- It does not draft documents or provide legal advice.
What it helps with
- Trust and estate information is locked in original documents, forcing labor-intensive manual analysis
- Simulation and presentation of tax and beneficiary outcomes is spread across disconnected tools
- Wealth transfer planning is delivered as a one-off exercise rather than an ongoing service with reported value
- Manual document review consumes advisor time that could be spent with clients
- Advisors need consistent, firm-branded client deliverables without rebuilding work each time assumptions change
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| AI document intelligence | Yes | Extracts structured, source-cited data from trust and estate documents into a connected model of trusts, entities, fiduciary roles and strategies |
| Estate360 presentations | Yes | Generates a firm-branded estate presentation with family overview, fiduciary summary, diagram and planning observations |
| Luminary Insights | Yes | Flags potential opportunities, concerns and missing documents for team review and prioritization |
| AI Assistant | Yes | Chat-driven tasks including profile building, smart onboarding and analyses; vendor describes agentic task capability |
| Data-powered visualizations | Yes | Dynamic estate diagrams, ownership and distribution visuals, and scenario modeling |
| Analysis and reporting | Yes | Deterministic estate and tax outcome modeling with strategy comparison and reusable client deliverables |
| MCP connection to ChatGPT and Claude | Yes | Vendor states verified estate data and calculations can be accessed from external AI tools via Model Context Protocol |
| Integrations | Yes | Vendor lists eMoney, Orion, Addepar, Black Diamond, Salesforce and Snowflake |
| Security and data handling | Yes | SOC 2 Type II, AES 256-bit encryption, role-based permissions, US-only AWS data residency; vendor states no LLM training on client data |
| Legal document drafting or legal advice | No | Vendor FAQ explicitly states Luminary does not offer document drafting or legal services |
Bot trust
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Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- withluminary.com
Technical profile details
Record ID
16fb5794-4721-4d44-8fb6-f28efe769015Canonical URLhttps://profiles.scribble.network/listing/luminary-ai-platform-16fb5794