Introducing Luminary Go: AI-Powered Estate Planning Tech Expands Access With New Product Tier

Luminary today announced the release of Luminary Go, a new, accessible product tier purpose-built for advisors of all firm sizes and client complexities. Go brings the power of Luminary's AI-powered estate planning technology to a broader audience—enabling fast, low-friction delivery of high-quality planning outputs.

Advisors can book a demo today to experience how Luminary Go turns static estate documents into dynamic, client-ready deliverables in minutes.

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

Meeting the Demand for Scalable, Sophisticated Planning

Personalized legacy planning is essential for advisors to create deep, lasting value for multi-generational clients. Until now, delivering these services at scale has been difficult. Manual processes, generic solutions, and traditional software too costly to justify have forced advisors to choose between customization and efficiency.

Luminary Go addresses this challenge by distilling the most essential components of the Luminary platform into a more accessible offering. Advisors can now utilize AI-powered tools to transform static estate documents into dynamic diagrams in minutes—with less friction and complexity than ever before.

By equipping advisors with the tools to lead with estate planning, rather than work around it, Luminary raises the bar for what planning technology can deliver.

Unlock Immediate Value With Go Features:

• Summarize and extract key data from trust and estate documents in seconds, powered by Luminary AI, and backed by citations for immediate advisor review and customization
  
  
• Build and present balance sheets, entity distribution diagrams, and ownership visualizations in minutes
  
  
• Compare the impact of strategies like family and charitable gifting, SLATs, GRATs, CRTs, and CLTs
  
  
• Create and share planning deliverables that help clients see the value of legacy strategies

These core features are powered by the same infrastructure that supports Luminary Pro and Enterprise, enabling secure collaboration and creating a digital system of record for all client documentation. Plus, Luminary integrates with industry-standard platforms—including Addepar, Orion, Black Diamond, and eMoney—to ensure a seamless experience across client and firm data.

As needs evolve, firms can easily upgrade to higher tiers to enable hypothetical scenario modeling, tax simulations, and strategy visualization with custom growth levels—scaling without starting over.

"We're excited to launch Luminary Go as a way to enable more advisors to extend their estate planning capabilities and deliver greater value to their clients. By packaging some of Luminary's most widely used features at a more accessible entry point, Go opens the door to more client conversations and use cases." — David Barnard, Luminary CEO

Show Value Sooner with Luminary Go

Legacy planning doesn't have to be slow, siloed, or out of reach. With Luminary Go, firms can expand access to powerful estate planning tools, and elevate their trust & estate services with speed and confidence.

Whether launching a new planning offering or looking to modernize existing workflows, Go helps advisors start fast, deliver more, and scale efficiently—without compromising quality.

Learn more about how Luminary Go empowers advisors with a strategic advantage.

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

Media Contact
[email protected]

SOURCE Luminary Platforms, Inc