Luminary launched an MCP connector that makes its trust and estate client data available inside ChatGPT, Claude, Copilot and other AI tools. It ships with prepared skills that answer plan questions such as who serves as trustee, project estate tax for a future year of death, and build estate flow diagrams from Luminary's entity values and tax logic.
Buyer relevance. Estate planners can ask a general assistant about a client's plan and get answers from structured plan data instead of uploaded PDFs. Firms should confirm which assistants are approved for client data before turning it on.