Luminary has rolled out a set of enterprise-focused updates, including customer-managed encryption keys, bring-your-own AI model support, and a public API. Together, these features give firms greater control over data security, AI usage, and system integrations, making it easier to deploy estate planning capabilities at scale. The updates reflect a broader strategy to meet the needs of larger, security-conscious organisations—positioning Luminary less as a standalone planning tool and more as a platform that can operate cleanly within complex enterprise and family office tech stacks.
The update also adds practical planning features, including Addepar data sharing, simpler trust summaries, customizable client materials, broader document support, and AI-generated trust notes.