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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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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