Featured Resources

Leading this month is the Luminary AI Assistant, built into every household with a full view of a client's estate and a citation behind every answer. We've also added a library of ready-made presentation templates, expanded our tax engine to calculate inheritance tax in all five states that levy one, and more.

This month's headline update lets you edit entity details, holdings, diagrams, and summaries directly from the client presentation, with the source behind AI-extracted data a hover away.

Trust acceptance isn’t a formality: the diligence floor that doesn’t move for a deal timeline.

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.

This month's release is headlined by a rebuilt AI suggestion engine that delivers significantly more accurate results, especially for dispositive provisions, complex beneficiaries, and sub-trusts. The estate waterfall now models property held in non-resident states, Estate360 diagrams and presentations are more customizable, and a refreshed visual design brings a lighter, more polished look across the app. Plus: Luminary is a finalist in two categories at the 2026 Wealthies, and our latest blog post breaks down why state inheritance tax is so hard to get right.

State inheritance tax isn't a simple rate lookup. See why beneficiary-level data, circular calculations, and constant rule changes make it harder than it looks.

Luminary has been named a finalist in two categories at the 2026 Wealth Management Industry Awards (Wealthies): Estate Planning — Advisor Service and Support, for Enhanced Beneficiary Reporting, and Technology Providers — Artificial Intelligence: Workflow Automation, for Estate360.

This month brings a major visual refresh to Estate360, alongside updates that expand what advisors can model and how quickly they can get to a polished plan. We've added a new Household Export document type to bring records from other platforms into Luminary more accurately, a new IDGT education slide for client conversations, and multi-event support for asset level dispositions.