Featured Resources
This month's release is headlined by a rebuilt AI suggestion engine that delivers significantly more accurate results, especially for dispositive provisions, complex beneficiaries, and sub-trusts. The estate waterfall now models property held in non-resident states, Estate360 diagrams and presentations are more customizable, and a refreshed visual design brings a lighter, more polished look across the app. Plus: Luminary is a finalist in two categories at the 2026 Wealthies, and our latest blog post breaks down why state inheritance tax is so hard to get right.
Luminary has been named a finalist in two categories at the 2026 Wealth Management Industry Awards (Wealthies): Estate Planning — Advisor Service and Support, for Enhanced Beneficiary Reporting, and Technology Providers — Artificial Intelligence: Workflow Automation, for Estate360.
This month brings a major visual refresh to Estate360, alongside updates that expand what advisors can model and how quickly they can get to a polished plan. We've added a new Household Export document type to bring records from other platforms into Luminary more accurately, a new IDGT education slide for client conversations, and multi-event support for asset level dispositions.
Julia Kosinski, J.D. LL.M., attended the New York Estate Planners Day. Read her key takeaways and themes from this year's event.
We use ChatGPT and Claude every day at Luminary, and we're fans. We also designed a purpose-built platform for estate planning, because in this profession “really good” is not good enough. Last week we ran an honest, head-to-head comparison between the generic tools and Luminary on the same estate documents. Here is what we found, and how to think about which tool belongs where in your practice.
This month brings a meaningful upgrade to the balance sheet, expanded diagram and presentation branding controls, smarter document chat, new client-facing Will summaries, and fresh education slides for client conversations. Plus, our generic AI face-off webinar is now available on demand, and our Luminary Memos blog post dives into how advisors are reshaping client communications.
Introducing Luminary Memos, new tab on the Documents page, Memos gives advisors and attorneys a dedicated surface to generate four types of client-ready, cross-plan documents: a Cover Letter, Document Comparison, Executive Summary, and Fiduciary Overview.
In this session, we put generic AI head-to-head against Luminary's purpose-built platform to show what happens when you move beyond one-off document summaries to a structured, domain-specific system of record.