Featured Resources

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.

Learn how AI helps advisors simplify complex estate planning strategies by turning data into clarity for better client conversations.

Luminary’s AI-powered balance sheet enables advisors, planning teams, and professional services firms to generate a complete, client-ready balance sheet simply by uploading existing financial documents—no manual entry required.

November brings a suite of updates focused on customization, clarity, and scale. We’ve launched smarter AI document summaries with firm-specific prompts, streamlined life insurance modeling, and AI-powered notes for business entities. You’ll also find new client education slides to support strategic conversations, and a SCIM integration to simplify secure user management for enterprise teams.

We’re launching an all new Family Tree diagram in Luminary. This deliverable enables advisors and wealth planners to capture and visualize key relationships and present them in a polished, digestible, intuitive format for immediate client use.