Featured Resources
This month we’re introducing automated splitting of combined estate plan binders to improve AI accuracy and speed onboarding, along with new flexibility to regenerate and customize Estate360 distribution diagrams.
Watch Luminary CEO David Barnard and Account Executive Pat Gordon as they discuss why organic growth is becoming the defining challenge for advisory firms in 2026, and why it increasingly depends on leading with wealth transfer. Plus, they'll show you how to scale your legacy planning with AI-powered technology.
Luminary attended the 60th Heckerling Institute on Estate Planning from January 12-16, 2026. Join us as we recap the main themes and takeaways from this year's event.
This month, we’re making it even easier to lead with planning. A new client-friendly trust summary prompt simplifies conversations across generations, while expanded support for key documents like prenuptial agreements and letters of wishes brings more of the estate plan into view. You can now push estate data directly into Addepar dashboards, and updated Estate360 visuals deliver a cleaner, more compelling way to present structures. We’ll be at Heckerling next week — visit us at booth 525 — and we’re honored to be named one of Built In’s Best Startups to Work For in NYC.
This update introduces a range of upgrades designed to give advisors and clients deeper insight into how distributions play out across a lifetime and after death. Whether supporting strategic planning design or confirming alignment with a client’s intentions, Luminary’s Beneficiary Report helps advisors deliver clarity at every stage.
The right tools don’t just help you move faster—they help you reach farther. That’s why we built Estate360. Our latest release enables advisors with a fully automated, firm-branded estate report that transforms client documents into elegant, client-ready presentations with a single upload.
This month brings upgrades that make estate planning work clearer, faster, and easier to present. We’ve introduced Document Chat — a new way to ask follow-up questions and explore documents in context. You’ll also see improvements to table formatting, entity slides in client presentations, and a new AI-generated insight to help ensure trust assets are properly titled — all designed to help advisors deliver smarter, more tailored planning experiences at scale.
