Featured Resources

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May 28, 2026
Field Notes from New York Estate Planners Day 2026

Julia Kosinski, J.D. LL.M., attended the New York Estate Planners Day. Read her key takeaways and themes from this year's event.

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Blog Post
The Estate Planning Face-Off: What We Learned Running Generic AI and Luminary Side by Side
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Blog Post
What's new at Luminary: May update
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Product announcement
Introducing Memos: One Document to Tie All Other Documents Together
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Webinar
[On-Demand Webinar] Generic AI vs. Purpose-Built: The Estate Planning Face-Off

In this session, we put generic AI head-to-head against Luminary's purpose-built platform to show what happens when you move beyond one-off document summaries to a structured, domain-specific system of record.

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Blog Post
What's new at Luminary: April update

Presentation Templates lead this month's release, bringing reusable, firm-branded formats that apply across every household in a single click. We also added Snowflake Data Sharing, asset-level dispositions, a redesigned Balance Sheet, new liquidity metrics, and self-serve tenant access controls.

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Blog Post
3 Strategic Questions Before Embedding AI into Your Estate Planning Workflow

Before embedding AI into your estate planning workflow, advisory firms should answer three critical strategic questions. The answers will shape how your firm competes in an AI-enabled future.

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Blog Post
What's new at Luminary: March update

This month’s release introduces more powerful modeling for complex Dispositive Provisions, along with enhanced CRT/CLT and pourover will capabilities to better reflect real-world estate planning scenarios. We’re also sharing our latest on-demand webinar and two new thought leadership posts exploring why wealth transfer is emerging as a defining growth lever for advisory firms in 2026.

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Blog Post
The Great Refocus: Organic Growth in 2026 and Beyond

Organic growth is set to reemerge as the defining metric in wealth management in 2026. Discover why wealth transfer is the longest lever for high-net-worth advisors—and how AI-powered estate planning infrastructure is turning complexity into scalable growth.

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Blog Post
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.

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Blog Post
Why Enterprises Choose Luminary for Estate Planning

Luminary's estate planning platform is the leading choice for enterprise solutions; with increased security, control, and customization. Learn more in our blog post.

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Webinar
On-Demand Webinar: Scaling Wealth Transfer to Power Organic Growth

Watch Luminary CEO David Barnard and Account Executive Pat Gordon as they discuss why organic growth is becoming the defining challenge for advisory firms in 2026, and why it increasingly depends on leading with wealth transfer. Plus, they'll show you how to scale your legacy planning with AI-powered technology.

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