What's new at Luminary: June Update
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.
A Reimagined Estate360 for Client-Ready Presentations
Luminary’s Estate360 presentation now features a refreshed visual design across every slide, along with a more flexible workflow for shaping the story you want to tell.
Every slide has been redesigned with improved styling and branding, producing an output that's polished and ready for high-stakes client conversations. Beyond the new look, we've added interactive controls that put advisors in the driver's seat when generating asset distribution diagrams:
- Regenerate and refine: Generate a diagram prompt, then iterate on the output directly. Accept or reject changes until the diagram tells the right story for your client.
- Delete nodes: Remove any node from a diagram that isn't relevant to the conversation, so the visual stays focused on what matters most.
- Refreshed styling and branding: The asset distribution diagram has a polished, client-ready look that reinforces the credibility of the plan you're presenting.
This refresh gives advisors more control over what appears in front of clients and reduces the time spent shaping a deliverable into something presentation-ready. The result: a client conversation that lands with more clarity and visual impact.
A Smoother Path for Onboarding Clients with Existing Plans
Luminary's new Household Upload brings existing estate planning materials into a client record faster, whether a firm is switching platforms or welcoming a client whose plan was built elsewhere. Full reports and presentations from other platforms or PowerPoint can be imported directly, then reviewed and approved through our existing AI suggestion experience before anything lands in the client record.
New IDGT Education Slide
We've just released a new education slide on IDGTs (Intentionally Defective Grantor Trusts), walking clients through a trust strategy that removes assets from your clients' taxable estates, with the grantor's income tax payments further reducing their estate and allowing wealth to compound for heirs without tax drag.
Asset-Specific Distributions
Often, specific assets pass through multiple entities before reaching the final recipient. Luminary now allows you to distribute these assets so you can exactly represent how estate distribution is carried out. Asset level dispositions can be carried through multiple disposition events, so you can model the full chain of transfers from the first death event all the way through to the final recipient.
Luminary Wins the 2026 Family Wealth Report Award for Innovative Product or Service
Last month, Luminary was named winner of the 2026 Family Wealth Report Award for Innovative Product or Service, a category judged on direct client impact and the depth, precision, and meaning a platform brings to wealth transfer conversations. Our thanks go to the Family Wealth Report team, the judges, and the customers whose partnership and feedback shape everything we build.
Field Notes from New York Estate Planners Day 2026
Julia Kosinski, J.D. LL.M., recaps the key themes and takeaways from this year's event, capturing where wealth transfer planning is heading and what practitioners are paying closest attention to.
The Estate Planning Face-Off: What We Learned Running Generic AI and Luminary Side by Side
A look at what surfaces when generic AI tools and a purpose-built estate planning platform are put through the same workflows, and where domain-specific design makes the difference.