Featured Resources
Join Luminary for a 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.
Join Luminary for a 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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Learn how private wealth management software protects client data. Explore Luminary’s security tools, best practices, and examples.
This month, we’re bringing you powerful new tools to educate, customize, and deliver more impactful client experiences. From white-labeled education slides to AI-powered presentation notes, there’s a lot to explore. Plus, come say hello at one of several events we'll be attending this month, including AddeConf25, NY Estate Planners Day, FOTechHub’s Demo Day, and the Family Wealth Report Awards. Dive into all the latest updates below.
Estate planning professionals understand that explaining complex trust and business structures to clients requires both clarity and visual appeal. Today, we're excited to announce significant enhancements to Luminary's Entity Overview feature—transforming a once time-consuming process into a streamlined experience that produces beautiful, client-friendly deliverables in minutes.
Streamline generational wealth transfer with expert strategies and Luminary’s technology, ensuring clear communication, tax efficiency, and wealth preservation.
As client expectations rapidly evolve, estate planners face increasing pressure to deliver highly personalized, efficient, and transparent service. Watch now to see how AI-powered technology enables advisors to exceed these expectations, providing deeper insights and better outcomes for clients.
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Luminary’s new hypothetical modeling features give advisors the ability to simulate and compare advanced wealth transfer strategies like GRATs, CRTs, and CLTs directly within a dynamic estate waterfall. This expands on existing capabilities for installment sales and intra-family loans, giving advisors a powerful, visual tool to test assumptions, quantify outcomes, and tailor recommendations to each client’s unique goals.
Valuation discounts are now fully supported in Luminary. Advisors can model estate and gift tax impacts automatically, without relying on error-prone spreadsheets or manual calculations. With this release, every part of the estate plan is updated based on the real, discounted value of client assets. It’s smarter planning, with less work, and more confidence.
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