Luminary Unveils AI Estate Planning Tool to Turn Documents into Dynamic Diagrams in Minutes

Luminary has launched AI-Powered Dispositive Provision Extraction: a new feature that enables estate planners and advisors to transform complex legal documents into dynamic client-ready diagrams in under 15 minutes. 

NEW YORK, March 18, 2025 /PRNewswire/ -- Luminary, an award-winning estate planning technology platform, today announced the launch of its Dispositive Provision Extraction tool. This new AI-powered feature automates the extraction of dispositive provisions from complex legal documents, allowing advisors to create client-ready presentations in minutes.

Estate planning professionals have long faced challenges in manually reviewing trust documents, extracting client details, and structuring estate flowcharts in PowerPoint. Traditional processes are time-consuming and prone to human error. Luminary's latest AI innovation streamlines this workflow, enabling advisors to focus on high-value strategic planning rather than administrative tasks.

Instead of sifting through complex legal documents to determine beneficiary distributions, Luminary's new tool intelligently identifies recipients and pre-fills key client details to save advisors hours of work per client. The human-in-the-loop technology provides complete visibility throughout the process, with built-in citations that support AI-generated recommendations with direct evidence for advisor review.

"This launch sets a new industry standard — combining advanced AI infrastructure with precision data extraction and human validation. By unlocking unprecedented speed and accuracy, we've empowered advisors to transform complex trust documents into actionable estate plans within minutes, not hours." - Ian Lyons, Head of Engineering @ Luminary

Key Benefits of Luminary's Dispositive Provision Extraction:

• Automated Data Extraction – Luminary AI reviews trust documents and identifies dispositive provisions, filling in recipient names, distribution types, and percentages in minutes.
• Increased Planning Confidence and Transparency – AI-generated recommendations come with supporting evidence that shows exactly where information is found in the original document.
• Seamless Integration with Luminary's Tools – Extracted data feeds directly into Luminary's estate visualization and scenario modeling capabilities, transforming static documents into client-ready visuals in less than 15 minutes.

"Luminary AI does a great job! I was really impressed with the level of beneficiary details it successfully extracted, including ones I hadn't found myself during my manual review." - Associate, Multi-Family Office in San Francisco

Client expectations have risen to new levels, demanding a higher degree of personalization and speed from planners, meaning firms need a smarter approach. Luminary continues to enhance its AI capabilities to help RIAs, family offices, CPAs, and attorneys deliver faster, more accurate, and more scalable estate planning services.

Ready to experience the next generation of wealth transfer? Reach out to Luminary's sales team today to experience a live, personalized demo.

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