In this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch are joined by David Barnard, Founder and CEO of Luminary – an estate planning software platform that uses AI to help clients with their estate planning needs. The episode takes a look at David’s path from a private wealth practitioner to beginning a software company and how the platform has evolved over the years. The group also discusses the role of human advisors in an AI-driven world, navigating privacy concerns, digital asset components in estate plans, and the future trends and regulations for AI tools in the future.
The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning, and estate administration. Your hosts, Jennifer Zegel, Ross Bruch, and Justin Brown will guide you through the digital world and aim to keep you informed of developments and updates in this ever-changing space.
