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Luminary
Estate planning software whose law-firm edition turns trusts, wills and asset data into source-cited summaries, diagrams and Estate Waterfall outcome models.
| What the AI does | Luminary AI (AI Document Intelligence), Luminary Insights, Luminary's AI Assistant |
|---|---|
| Who it serves | Small law firms, Family law and estate planning practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Document Automation & Assembly |
| Also fits | Knowledge Management & Firm AI Assistants |
| Works with | Addepar, Black Diamond, Orion, eMoney |
| Confidentiality | Posted on the vendor's site: client data is not used to train AI models; SOC 2 Type II named. |
| Checked | 2026-10-31, against the vendor's own page |
Who it's for
Luminary is listed as a fit for small and mid-size firms, and the vendor names small law firms and family law and estate planning practices on its own site. The job it gets hired for: turning intake answers into finished pleadings, letters, plans and forms without retyping. It also fits the Knowledge Management & Firm AI Assistants category.
What it costs
Luminary is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Luminary's law-firm edition reads existing trusts and wills and produces source-cited summaries, estate diagrams and client-ready presentations, with every detail traceable to the governing document language. The vendor posts that neither it nor its model providers train on client data and that it is SOC 2 Type II certified.
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