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The last time we put general-purpose AI to the test on estate planning, it returned two different plans from the same cl…

We just published a new case study with New Republic Partners, a Charlotte-based multi-family office that has transforme…

🚨 One week to go! 🚨 Join us live next week to explore why wealth transfer is a critical growth lever for advisors in 2…

Our two-way data sync between Luminary and Addepar is live! For the first time ever, you can now view estate data, like …

Heckerling 2026 made one thing clear: estate planning is no longer driven by urgency. It’s driven by longevity. With no…

We're headed to sunny Orlando from January 12-16 for the Heckerling Institute on Estate Planning. Swing by booth 525 to …

Our latest webinar is now available to watch on demand. Check out the conversation between Luminary CEO David Barnard an…

Our most recent webinar is now available to view on demand. It's a must-watch session—we discussed the evolution of AI f…

If you're using generic AI tools like ChatGPT or Claude, and feel the output isn't quite right, tomorrow's webinar is fo…

Trust companies don't just administer plans. They steward relationships that can span generations, and every stage of th…

We just published a new case study with Bragg Financial, a Charlotte-based firm that switched estate planning platforms …

Building a balance sheet shouldn't requires hours of your time, sifting through dozens of spreadsheets. With Luminary's …

General-purpose AI solutions; like ChatGPT, Claude, and Copilot, can't handle state inheritance tax. Five states impos…

With complex client plans, often the most important document is the one that ties them all together. Introducing, Lumina…

Modern estate planning demands more than disconnected tools and duplicated effort. That’s why we’re excited to join forc…

Not all AI is created equal — especially when it comes to estate planning. Generic document summarization tools fall sho…

We sat down with Caprock COO Jefferson Jewelll, to find out how partnering with Luminary has elevated their estate plann…

Our latest feature has people talking. Since launching in beta, here's just a sampling of feedback we've heard: "It's pe…

Our most recent webinar is now available to view on demand. It's a must-watch session—we discussed the evolution of AI f…

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