Featured Resources
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.
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.
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.
Presentation Templates lead this month's release, bringing reusable, firm-branded formats that apply across every household in a single click. We also added Snowflake Data Sharing, asset-level dispositions, a redesigned Balance Sheet, new liquidity metrics, and self-serve tenant access controls.
Before embedding AI into your estate planning workflow, advisory firms should answer three critical strategic questions. The answers will shape how your firm competes in an AI-enabled future.
This month’s release introduces more powerful modeling for complex Dispositive Provisions, along with enhanced CRT/CLT and pourover will capabilities to better reflect real-world estate planning scenarios. We’re also sharing our latest on-demand webinar and two new thought leadership posts exploring why wealth transfer is emerging as a defining growth lever for advisory firms in 2026.
Organic growth is set to reemerge as the defining metric in wealth management in 2026. Discover why wealth transfer is the longest lever for high-net-worth advisors—and how AI-powered estate planning infrastructure is turning complexity into scalable growth.
