The Estate Planning AI Face-Off Part 2: Your Questions, Answered
Revisit the trade-offs of various AI outputs users can expect in practice, and dig into the evolution of AI use cases from single-step shortcuts to the promise of autonomous, multi-step agent workflows.
In the weeks since our webinar comparing output from general-purpose AI with application-specific tools like Luminary, the conversation around even more powerful models and the future of AI agents has exploded. So have the questions we hear in the marketplace.
In this follow-up, we will revisit the trade-offs between different kinds of models and what users can expect from each in practice. We will also dig into the evolution of AI use cases, from single-step shortcuts to the promise of autonomous, multi-step agent workflows, and discuss what in your current tech stack will likely change and what will stay the same.
Patrick Gordon, Head of Enterprise Sales at Luminary, will lead the discussion with Ian Lyons, Head of Engineering.
What you'll learn:
- What the latest model updates mean for your work, and your budget
- When general-purpose, probabilistic AI output makes sense, and where it falls short for estate planning and wealth transfer workflows
- Where enterprises are incorporating firm- and client-specific context into AI use cases
- How existing software applications will plug into AI agent workflows, and which won't
- Why advisors across the wealth transfer ecosystem should welcome AI agents
Register now to join us live. If you can't make it, register anyway and we'll send you a recording after it airs.
Meet the speakers
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.
Ian Lyons leads engineering at Luminary and is part of the founding team. He works closely with Luminary's customers to understand their needs and those of their clients and build powerful, usable tools to help enable their work.
Prior to Luminary, Ian held senior engineering leadership roles at Blend (IPO 2021, NYSE: BLND), where he contributed to and led teams across key product and platform initiatives, empowering banks and their customers to collaborate on a frictionless and compliant lending process.
The Estate Planning AI Face-Off Part 2: Your Questions, Answered
The Estate Planning AI Face-Off: Part 2
Your Questions, Answered
LIVE WEBINAR
August 4th, 2026
12 PM ET | 9 AM PT
In the weeks since our webinar comparing output from general-purpose AI with application-specific tools like Luminary, the conversation around even more powerful models and the future of AI agents has exploded. So have the questions we hear in the marketplace.
In this follow-up, we will revisit the trade-offs between different kinds of models and what users can expect from each in practice. We will also dig into the evolution of AI use cases, from single-step shortcuts to the promise of autonomous, multi-step agent workflows, and discuss what in your current tech stack will likely change and what will stay the same.
Patrick Gordon, Head of Enterprise Sales at Luminary, will lead the discussion with Ian Lyons, Head of Engineering.
What you'll learn:
- What the latest model updates mean for your work, and your budget
- When general-purpose, probabilistic AI output makes sense, and where it falls short for estate planning and wealth transfer workflows
- Where enterprises are incorporating firm- and client-specific context into AI use cases
- How existing software applications will plug into AI agent workflows, and which won't
- Why advisors across the wealth transfer ecosystem should welcome AI agents
Register now to join us live. If you can't make it, register anyway and we'll send you a recording after it airs.
Meet the speakers
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.
Ian Lyons leads engineering at Luminary and is part of the founding team. He works closely with Luminary's customers to understand their needs and those of their clients and build powerful, usable tools to help enable their work.
Prior to Luminary, Ian held senior engineering leadership roles at Blend (IPO 2021, NYSE: BLND), where he contributed to and led teams across key product and platform initiatives, empowering banks and their customers to collaborate on a frictionless and compliant lending process.