David Barnard

David Barnard's Title

David Barnard is the CEO and Founder of Luminary, a cutting-edge technology company specializing in estate planning and wealth transfer solutions. His leadership has driven the company to the forefront of the fintech industry, leveraging innovative tools and integrations to streamline and enhance estate planning processes.

David Barnard's Company

David Barnard's company, Luminary, is revolutionizing the estate planning and wealth transfer sectors with its advanced technology solutions. Luminary has introduced a series of groundbreaking tools, such as the Presentation Builder and the Luminary Estate Waterfall, which automate and enhance the creation of tailored estate plan reports. The company's commitment to security is underscored by its successful completion of SOC 2 Type 1 and Type 2 audits. Furthermore, Luminary has integrated with Addepar, further streamlining trust and estate planning processes.

David Barnard's Achievements

David Barnard has made significant contributions to the fintech and estate planning industries through various innovative projects and publications. He has authored influential publications such as 'Transfer-alpha: Value hiding in plain sight', 'Cutting to the Chase: AI-assisted Document Review', and 'Teamwork Makes (the Client's) Dream Work'. Additionally, he introduced the Legacy Blueprint, transforming complex estate planning documents into digital formats. His achievements have been recognized by industry leaders, with Focus Financial Partners making a minority investment in Luminary.

David Barnard's Innovations

David Barnard has been at the forefront of introducing several innovative tools and processes in the estate planning sector. Notably, the Presentation Builder automates the creation of customized estate plan reports, while the modeling tool illustrates hypothetical changes to estate plans. The Luminary Estate Waterfall provides a visual representation of wealth transfer, making it easier for clients to understand their estate plans. These innovations are part of Barnard's broader mission to transform the way estate planning is conducted, making it more efficient, secure, and client-friendly.

David Barnard's Industry Impact

David Barnard's work has significantly impacted the fintech and estate planning industries. His company, Luminary, has been featured in 'Fintech’s Next Frontier: Introducing Luminary' by 8VC, highlighting its transformative potential. Barnard's introduction of AI-assisted document review and digital estate planning tools has set new standards in the industry, driving both efficiency and security. His initiatives, such as the successful completion of SOC 2 Type 1 and Type 2 audits, reinforce Luminary's commitment to robust security practices, earning the trust of clients and investors alike.