Featured Resources

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July 21, 2026
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.

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August 4, 2026
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.

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Blog Post
What's new at Luminary: July update
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Blog Post
What Makes State Inheritance Tax So Hard for General-Purpose AI to Get Right
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News
Luminary Named a Finalist in Two Categories at the 2026 Wealth Management Industry Awards
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Blog Post
Luminary + Addepar: A new integration to streamline and elevate trust & estate planning

Luminary’s collaboration platform streamlines and elevates how advisors deliver trust and estate services as a core part of their client value proposition. By integrating Luminary and Addepar, it’s easier than ever to visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.

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Product announcement
Introducing Legacy Blueprint: From Dense to Digital

Luminary is a fully-integrated collaboration platform that brings scale efficiency and tangible impact to trust & estate planning. With our new Legacy Blueprint feature, users can easily create visualizations for complex trust details and make connections between different entities and beneficiaries in an estate plan. And our digital system of record and intuitive interface streamlines wealth advisor-attorney engagement like never before.

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Blog Post
Luminary Successfully Completes SOC 2 Type 1 Audit

Luminary successfully completes SOC 2 audit to further its commitment to security as a leader in Trust and Estates software innovation

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Press Release
Focus Financial Partners Makes a Minority Investment in Luminary

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News
Fintech’s Next Frontier: Introducing Luminary

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Blog Post
Introducing Luminary: Technology Transforming Wealth Transfer

Luminary is a collaboration platform bringing new efficiency to how advisors connect client assets with legacy goals. Today, we’re announcing that we’ve raised $9.5mm in capital led by 8VC, along with VCs and strategic investors including Fin Capital, Focus Financial Partners, Rockefeller Asset Management Technology Ventures Group, and several family offices.

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Happy holidays from the team at Luminary

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