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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
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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Blog Post
What This Year’s Heckerling Conference Means for Clients

Luminary attended the 60th Heckerling Institute on Estate Planning from January 12-16, 2026. Join us as we recap the main themes and takeaways from this year's event.

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Blog Post
What's new at Luminary: January update

This month, we’re making it even easier to lead with planning. A new client-friendly trust summary prompt simplifies conversations across generations, while expanded support for key documents like prenuptial agreements and letters of wishes brings more of the estate plan into view. You can now push estate data directly into Addepar dashboards, and updated Estate360 visuals deliver a cleaner, more compelling way to present structures. We’ll be at Heckerling next week — visit us at booth 525 — and we’re honored to be named one of Built In’s Best Startups to Work For in NYC.

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Product announcement
Enhanced Beneficiary Reporting: A Clearer View of “Who Gets What, and When”

This update introduces a range of upgrades designed to give advisors and clients deeper insight into how distributions play out across a lifetime and after death. Whether supporting strategic planning design or confirming alignment with a client’s intentions, Luminary’s Beneficiary Report helps advisors deliver clarity at every stage.

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Product announcement
Introducing Estate360: A Complete, Client-Ready Estate Summary, Generated in Minutes

The right tools don’t just help you move faster—they help you reach farther. That’s why we built Estate360. Our latest release enables advisors with a fully automated, firm-branded estate report that transforms client documents into elegant, client-ready presentations with a single upload.

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