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API Reference
Households

List all documents in a household

households.list_documents(strid, HouseholdListDocumentsParams**kwargs) -> DocumentList
get/households/{id}/documents

Retrieve a paginated list of documents belonging to a specific household

ParametersExpand Collapse
id: str
limit: Optional[int]

Maximum number of documents to return

maximum1000
minimum1
offset: Optional[int]

Number of documents to skip

minimum0
type: Optional[DocumentType]

Filter by document type

Accepts one of the following:
"GRAT_DESIGN_SUMMARY"
"GENERATED_PRESENTATION"
"ASSET_VALUATION"
"SIGNED_TRUST_DOCUMENT"
"TRUST_AMENDMENT"
"TRANSFER_CONFIRMATION"
"EXISTING_REMAINDER_TRUST_DOCUMENT"
"BALANCE_SHEET"
"WILL"
"WILL_CODICIL"
"POWER_OF_ATTORNEY"
"ASSIGNMENT_OF_INTEREST"
"ASSIGNMENT_OF_TANGIBLE_PROPERTY"
"LOAN_NOTE_AGREEMENT"
"ARTICLES_OF_INCORPORATION"
"OPERATING_AGREEMENT"
"PARTNERSHIP_AGREEMENT"
"ACCOUNT_DOCUMENTATION_STATEMENT"
"TAX_ID_CONFIRMATION"
"GIFT_TAX_RETURN"
"INCOME_TAX_RETURN"
"TAX_RECEIPT"
"TAX_FILING"
"CORPORATE_BYLAWS"
"LLC_AGREEMENT"
"LLC_AGREEMENT_AMENDMENT"
"OPERATING_AGREEMENT_AMENDMENT"
"PARTNERSHIP_AGREEMENT_AMENDMENT"
"SHAREHOLDERS_AGREEMENT"
"STATE_BUSINESS_FILING"
"LOGGED_CONTRIBUTION"
"LOGGED_DISTRIBUTION"
"INSURANCE_POLICY"
"CRUMMEY_LETTER"
"INSURANCE_PREMIUM_PAYMENT"
"BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
"FINCEN_FILING"
"HEALTHCARE_PROXY"
"LIVING_WILL"
"DRIVERS_LICENSE"
"PASSPORT"
"DEED"
"OTHER"
ReturnsExpand Collapse
class DocumentList: …
data: List[Document]
id: str

Unique identifier with document_ prefix

created_at: datetime

Timestamp when the document was created

formatdate-time
household_id: str

Household ID this document belongs to

name: str

Display name of the document

type: DocumentType

Type of document

Accepts one of the following:
"GRAT_DESIGN_SUMMARY"
"GENERATED_PRESENTATION"
"ASSET_VALUATION"
"SIGNED_TRUST_DOCUMENT"
"TRUST_AMENDMENT"
"TRANSFER_CONFIRMATION"
"EXISTING_REMAINDER_TRUST_DOCUMENT"
"BALANCE_SHEET"
"WILL"
"WILL_CODICIL"
"POWER_OF_ATTORNEY"
"ASSIGNMENT_OF_INTEREST"
"ASSIGNMENT_OF_TANGIBLE_PROPERTY"
"LOAN_NOTE_AGREEMENT"
"ARTICLES_OF_INCORPORATION"
"OPERATING_AGREEMENT"
"PARTNERSHIP_AGREEMENT"
"ACCOUNT_DOCUMENTATION_STATEMENT"
"TAX_ID_CONFIRMATION"
"GIFT_TAX_RETURN"
"INCOME_TAX_RETURN"
"TAX_RECEIPT"
"TAX_FILING"
"CORPORATE_BYLAWS"
"LLC_AGREEMENT"
"LLC_AGREEMENT_AMENDMENT"
"OPERATING_AGREEMENT_AMENDMENT"
"PARTNERSHIP_AGREEMENT_AMENDMENT"
"SHAREHOLDERS_AGREEMENT"
"STATE_BUSINESS_FILING"
"LOGGED_CONTRIBUTION"
"LOGGED_DISTRIBUTION"
"INSURANCE_POLICY"
"CRUMMEY_LETTER"
"INSURANCE_PREMIUM_PAYMENT"
"BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
"FINCEN_FILING"
"HEALTHCARE_PROXY"
"LIVING_WILL"
"DRIVERS_LICENSE"
"PASSPORT"
"DEED"
"OTHER"
updated_at: datetime

Timestamp when the document was last updated

formatdate-time
client_profile_id: Optional[str]

Client profile ID if this document is associated with an individual

enable_ai_suggestions: Optional[bool]

Whether this document should be used for AI suggestions

entity_id: Optional[str]

Entity ID if this document is owned by an entity

List all documents in a household
from withluminary import Luminary

client = Luminary()
document_list = client.households.list_documents(
    id="id",
)
print(document_list.data)
{
  "data": [
    {
      "id": "document_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "created_at": "2024-01-15T09:30:00Z",
      "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "name": "Trust Agreement.pdf",
      "type": "GRAT_DESIGN_SUMMARY",
      "updated_at": "2024-01-20T14:45:00Z",
      "client_profile_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "enable_ai_suggestions": true,
      "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV"
    }
  ],
  "pagination": {
    "limit": 20,
    "offset": 0,
    "total": 150
  }
}
Returns Examples
{
  "data": [
    {
      "id": "document_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "created_at": "2024-01-15T09:30:00Z",
      "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "name": "Trust Agreement.pdf",
      "type": "GRAT_DESIGN_SUMMARY",
      "updated_at": "2024-01-20T14:45:00Z",
      "client_profile_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "enable_ai_suggestions": true,
      "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV"
    }
  ],
  "pagination": {
    "limit": 20,
    "offset": 0,
    "total": 150
  }
}