Featured Resources
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.
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.
Manage estate plans effortlessly with Luminary’s automated reports, complex modeling, and seamless advisor collaboration—all in one platform.
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.
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.
Discover how AI-driven solutions improve collaboration, streamline marketing for estate planners, and elevate client services for long-term success.
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.
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.