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Introducing Luminary Insights: AI-Powered Estate Planning Guidance

On July 15, 2025, Luminary Platforms, Inc. revealed Luminary Insights, a pioneering AI feature set to transform the landscape of estate planning. This innovative solution enables advisors to automatically extract personalized guidance from client documents, addressing the increasing challenges of providing consistent and high-quality estate planning services at scale.

The Challenge in Estate Planning

Estate planning remains an essential service that fosters trust and strengthens relationships across generations while providing tangible tax benefits. However, many advisory firms encounter bottlenecks in their processes, leading to inconsistent service quality due to capacity constraints and fragmented data. Luminary Insights emerges as a solution to tackle these challenges effectively.

How Luminary Insights Works

With Luminary Insights, advisors begin the process by uploading client documents, such as wills and healthcare directives. The AI-driven tool systematically analyzes these documents, identifying missing items, outdated provisions, and providing strategic opportunities tailored to each client's unique circumstances. Insights generated by the platform include:

• - Identification of missing or outdated documents, such as wills, powers of attorney, and trusts.
• - Alerts for potential concerns, like outdated fiduciaries or lack of guardianship provisions.
• - Suggestions for strategic actions on gifting, exemption usage, and educational plans based on actual document content.

Each insight is tailored and customizable, empowering advisors to foster structured and collaborative discussions about planning with their clients.

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

Expanding Capacity and Value

The adoption of Luminary Insights offers immediate advantages for advisory firms:

• - Increased Client Engagement: Advisors can now serve more clients with a consistent level of quality in estate planning guidance.
• - Enhanced Discussions: The AI-powered tool empowers advisors to confidently handle complex planning discussions.
• - Focus on Strategic Engagement: By automating document review, senior experts can devote more time to strategic client relationships rather than administrative tasks.

The functionality of Luminary Insights integrates seamlessly into the existing Luminary platform, offering a dedicated view for managing insights, tracking status, and exporting client-ready reports. Features include criticality tagging, checklist tracking, and customizable reports designed to promote clarity and action within firms.

Experience Luminary Insights

For advisors interested in leveraging this groundbreaking tool, activating Luminary Insights is straightforward. Simply upload client estate documents, and insights are generated automatically, with critical items highlighted for collaborative focus among wealth, legal, and tax advisors.

To witness this innovation in action, advisors are encouraged to schedule a demonstration to explore how Luminary Insights can expedite and enhance planning processes.

About Luminary

Luminary is a specialized data and collaboration platform designed for trust and estate services. The platform leverages human-in-the-loop AI assistance to convert information contained within original documents into actionable insights, connecting it to applications that facilitate visualization, scenario modeling, and tracking of tax value creation.

With a client base that includes industry leaders in delivering tax-efficient wealth transfer guidance, Luminary aims to boost capabilities, reduce risks, and quantify the added value of planning for its customers. Led by a dynamic founding team with extensive experience in wealth management and software development, Luminary is poised to redefine the future of estate planning.

For more information about Luminary Insights and its suite of tools, visit www.withluminary.com.