Featured Resources

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August 20, 2025
GST Tax Calculation: A Deeper Level of Tax Precision

Automatic, accurate GST tax treatment—so advisors can model multi-generational plans with confidence and clarity.

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Blog Post
What's new at Luminary: August update
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Webinar
Watch On Demand: The Next Frontier for AI in Wealth Transfer
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Product announcement
Introducing Luminary Insights: AI-Powered Estate Planning Guidance for Every Client
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Podcast
Digital Planning Podcast ft. Luminary's David Barnard

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Blog Post
A Smarter Way to Approach High-Net-Worth Estate Planning with Luminary

Manage estate plans effortlessly with Luminary’s automated reports, complex modeling, and seamless advisor collaboration—all in one platform.

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Blog Post
What's new at Luminary: July update

This month’s updates make it easier to collaborate, onboard, and deliver value faster. Highlights include new Limited Access, guided workflows to create deliverables during onboarding, document summaries in presentations, expanded client education content, and enhanced data privacy with Zero Data Retention. Plus, our latest webinar is now available on demand.

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News
Featured in FWR Acclaim Magazine — Reshaping Private Wealth with AI

Luminary CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine 2025, where he discusses Luminary's back-to-back win for the Family Wealth Report "Product Innovation" Award. Check out his interview below.

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Blog Post
How AI Helps Advisors Attract and Engage New Clients with Ease

Discover how AI-driven solutions improve collaboration, streamline marketing for estate planners, and elevate client services for long-term success.

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Webinar
Watch On Demand: Why Estate Planning Always Matters

Watch our discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices.

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News
Why Julia Kosinski Joined a Trust & Estate Software Company

Luminary's newest hire, Julia Kosinski, J.D. LL.M., spoke with Michael Thrasher from Modus News, a leading family office newsletter, about her decision to join a software company after years of in-house practice and family office experience. Read on to hear more about her thoughts on wealth tech and integrating AI into your practice.

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Blog Post
What's new at Luminary: June update

This month, we’re excited to announce a major new integration with eMoney—plus, Luminary took home two Family Wealth Report Awards! From smarter Excel exports and DSUE inputs to new client presentation tools and onboarding enhancements, there’s plenty to explore. Don’t miss our upcoming webinar on turning market volatility into a strategic advantage.

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