What's new at Luminary: February update
This month we’re introducing automated splitting of combined estate plan binders to improve AI accuracy and speed onboarding, along with new flexibility to regenerate and customize Estate360 distribution diagrams.
Split Combined Estate Plan Documents Automatically
Many estate plans arrive as a single, combined PDF — a full binder that includes trusts, wills, amendments, and related documents all in one file. Luminary now automatically recognizes these uploads as a binder and intelligently splits them into individual documents, labeled by type. Each resulting document is saved separately and mapped to the appropriate AI workflows, enabling more accurate summaries, data extraction, and downstream modeling.
What this unlocks:
- Immediate AI processing by document type: Trusts, wills, and other documents are automatically separated so Luminary’s AI can generate the right summaries, extract the right data, and power visualizations.
- Faster onboarding with less cleanup: Upload estate plans as they’re received — no need to manually split files before getting started.
- Preserved source records: The original combined binder is always retained alongside the split documents, maintaining a complete audit trail and original context.
This update removes a common friction point in estate plan onboarding, helping teams move from raw documents to structured, usable planning data faster while establishing a stronger foundation for scale.
Regenerate Estate360 Distribution Diagrams
Estate360 helps you turn a stack of client documents into a polished, client-ready estate overview in minutes. Now you can also regenerate the included distribution diagram with custom prompts to guide exactly how they’re structured and presented. This makes it easier to iterate as plans evolve, tailor visuals to specific audiences, and refine outputs with more control and less manual effort.
Upcoming Webinar: Powering Organic Growth With Wealth Transfer
Join Luminary CEO David Barnard to explore how leading with wealth transfer helps advisory firms drive organic growth, deepen multigenerational relationships, and differentiate in a competitive market. See how Estate360 supports scalable, client-ready growth conversations, with practical takeaways you can apply across both prospects and existing clients.
From Heckerling 2026: Key Takeaways
Julia Kosinski, JD, LL.M., shares highlights from the 60th annual Heckerling Institute, unpacking how estate planning conversations are evolving now that urgency-driven deadlines have eased. The recap explores what this shift means for trust complexity, client expectations, and the growing role of technology in delivering plans clients can understand and sustain. Read the full recap on our blog.