Luminary

Digital Planning Podcast

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Content provided by Ballard Spahr LLP, Jennifer Zegel, Ross Bruch, and Justin Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ballard Spahr LLP, Jennifer Zegel, Ross Bruch, and Justin Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

3M ago 43:11

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In this episode, Ross, Jen, and Justin sit down with David Barnard, founder and CEO of Luminary—an AI-powered estate planning platform redefining how advisors scale and deliver wealth transfer strategies. David shares his journey from leading private wealth at AllianceBernstein to launching Luminary, explores how AI is reshaping trust and estate workflows, and explains why collaboration—not disruption—is the future of estate tech. Tune in for insights on document intelligence, data architecture, privacy considerations, and the evolving landscape of estate planning in the age of AI.

56 episodes

#Tech #Business #Jennifer Zegel #Justin Brown #Ross Bruch #Digital #Planning #Estate #Blockchain #Technology #Ewills #Troutman Pepper #Administrators #Asset

Luminary

Digital Planning Podcast

published 3M ago

MP3•Episode home

56 episodes

#Tech #Business #Jennifer Zegel #Justin Brown #Ross Bruch #Digital #Planning #Estate #Blockchain #Technology #Ewills #Troutman Pepper #Administrators #Asset

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