Luminary Named a Finalist in Two Categories at the 2026 Wealth Management Industry Awards

The two products solve different problems on opposite ends of an estate planning engagement, and being recognized for both in the same year reinforces our belief that the only way to bring trust & estate planning into the core of holistic advice is to make every step of it faster, clearer, and more repeatable.

Estate Planning — Advisor Service and Support

For this award, Luminary was nominated for Enhanced Beneficiary Reporting.

The Advisor Service and Support category recognizes new programs or platform enhancements that measurably improve an advisor's ability to implement estate planning recommendations and deliver better client outcomes. The judges weigh quantitative measures like scope, scale, usage, and advisor feedback alongside qualitative measures like innovation and creative deployment. 

Enhanced Beneficiary Reporting was built directly against that standard. Traditional tools show advisors what a plan contains. They rarely illustrate what it means for the people the plan was designed to protect. Enhanced Beneficiary Reporting closes that gap by connecting entity-level planning with beneficiary-level impact, so advisors can show each client exactly who receives what, when, and from which entity.

The engine breaks distributions down by lifetime access versus at-death transfers, trust versus outright distributions, and individual versus charitable beneficiaries. It is supported by a suite of capabilities added over the past 18 months, including formula-based dispositive provisions, pourover will modeling, GRAT, CRT, and CLT scenario analysis, inflation-adjusted projections, and customizable, firm-branded presentation exports. Every output updates dynamically as assumptions change, so a question raised in a client meeting can be answered in the meeting.

The early customer signal has been exactly what the category is looking for. At New Republic Partners, a $3B multi-family office, a family reviewing their estate through beneficiary-level visualizations had a moment that reframed the entire conversation. "They were shocked to see their family's total net worth displayed on a single page," recalled Wealth Strategist Jack Lowe. "They were even more surprised to see their children's net worth — seeing the benefits of their estate planning." Managing Partner Zelle Dunn added that the visualizations "help families engage in conversations they might otherwise avoid."

Technology Providers — Artificial Intelligence: Workflow Automation

For this award, Luminary was nominated for Estate360.

The AI: Workflow Automation category recognizes platforms that use artificial intelligence to automate back-office processes, identify bottlenecks, and produce analytics, reporting, and planning output that previously required significant human work. Judges look for both quantitative impact (feature set, usage, adoption, scale) and qualitative innovation in how the technology is built and deployed.

Estate360 was built for exactly that bar. An advisor uploads a household's documents, including wills, trusts, powers of attorney, healthcare directives, and operating agreements, and Estate360 produces a polished, firm-branded estate summary in minutes with zero manual data entry. Every report includes an executive summary, a document inventory with dates, a family relationship overview, a distribution diagram, a fiduciary summary, asset distribution across death scenarios, and client-specific strategic recommendations.

Advisors can reorder pages, adjust narratives, and pull from Luminary's resource library — the deliverable is editable end to end. The workflow that previously required senior specialists to review hundreds of pages, coordinate across teams, and manually build presentations now finishes inside a single meeting prep block.

The adoption numbers speak to the scale. To date, advisors have generated more than 2,500 Estate360 reports, processing over 39,000 estate documents through Luminary's AI engine. "Estate360 is perfect for sales," said the Head of Advisor Technology at a leading national wealth management firm. "Once we upload client documents, Luminary AI generates a high-level view we can use right away."

Why Both, and Why Now

The two recognitions describe one continuous workflow. Estate360 turns inbound documents into a clear, structured picture of what a household's plan actually contains. Enhanced Beneficiary Reporting takes that picture and shows the client what it will mean for each person in the family. Together, they shorten the distance between a stack of legal documents and the conversation an advisor most wants to have.

Winners will be announced at the Wealthies gala in New York later this year. The team is honored to be in the finalist set in both categories, and grateful to every advisor, attorney, and firm who has shaped these products into what the judges recognized.

Schedule a demo to see how Estate360 and Enhanced Beneficiary Reporting are changing what advisors can deliver in trust & estate planning.