Luminary

Luminary is a software company that develops an AI platform for wealth transfer and estate planning. Its platform transforms estate and ownership documents into structured data that wealth managers, law firms, tax advisors, and trust administrators can use for planning and client services. Luminary provides AI document intelligence for analyzing estate documents, identifying potential risks and planning opportunities, and generating client presentations. Its data-powered visualization tools create diagrams and other visual representations of estate plans, asset ownership, and beneficiary distributions. The platform also provides analysis and reporting capabilities for modeling estate and tax outcomes, comparing planning strategies, and preparing customized deliverables.