Featured Resources
We’re launching an all new Family Tree diagram in Luminary. This deliverable enables advisors and wealth planners to capture and visualize key relationships and present them in a polished, digestible, intuitive format for immediate client use.
With more flexibility around roles, permissions, and team management, you can tailor how users leverage Luminary to align with your firm’s structure and streamline how client access is managed. Plus, we’ve added bulk import capability for more portfolio platforms, and expanded flexibility in estate plan modeling and creating client presentations — giving you more ways to deliver clarity and value in every conversation.
This month, we’ve made it easier than ever to educate clients, track workflows, and deliver polished planning outputs. Highlights include a new Education page with client-ready resources, smarter Notifications & Activities for workflow tracking, and expanded Insights to surface potential planning concerns.
Automatic, accurate GST tax treatment—so advisors can model multi-generational plans with confidence and clarity.
Smarter summaries, clearer visuals, and more control. This month, we’ve introduced tools to streamline distribution modeling, expand client presentations, and deepen document summary capabilities. Plus, catch our latest webinar exploring how AI can help you develop estate planning into a strategic advantage for your firm.
Tune in as we continue our discussion on AI in wealth transfer and take a first look at Luminary Insights—a groundbreaking new feature that enables advisors to automatically surface personalized estate planning guidance directly from client documents.
