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.
Introducing: Luminary + eMoney
Luminary now integrates with eMoney, making it easier than ever to sync financial data directly into your estate planning workflows—no double entry required. This update empowers advisors to move faster, reduce risk, and immediately deliver more value to their high-net-worth clients and prospects.
Luminary is Now an Addepar Premier Partner
We’re thrilled to share that Luminary is officially an Addepar Premier Partner—a major step forward in deepening our integration and accelerating innovation for our shared users.
This new level of partnership gives us enhanced access to Addepar’s dedicated support resources, product roadmap, and developer tools, allowing us to build even stronger, smarter integrations. The result? A more seamless experience that empowers you to do more within both platforms with enhanced support.
Smart File Conversion
Working with client documents just got easier. Luminary now automatically converts Word, Excel, PowerPoint, and other file types into PDFs—making them fully viewable and accessible across the platform.
Model DSUE in the Estate Waterfall
Advisors can now include Deceased Spouse Unused Exemption (DSUE) amounts directly in Luminary, from either the gifting screen or within tax settings. These inputs are seamlessly reflected in the estate waterfall, enabling more accurate and personalized planning for clients with prior spousal exemptions.
Export Estate Waterfalls to Excel
You can now export estate waterfall analyses directly to Excel, complete with an overview of all entities—segmented by in- and out-of-estate—plus year-over-year changes, liabilities, and more. The export includes visual cues like year-of-death highlights for easy review and collaboration.
Compare and Present Multiple Estate Scenarios
Bring your estate planning scenarios to life with powerful new tools for client presentations. Now, you can compare multiple estate waterfalls side-by-side in a single presentation—making it easier to walk clients through multiple scenarios and illustrate key distinctions. Configure which waterfalls to compare and make updates directly from the presentation. Each set includes a detailed assumptions page outlining tax rates, death years, growth, and cashflows, plus branded cover pages with optional notes for a polished, client-ready finish.
Smarter Business Entity Integrations
Our updated business ownership logic adapts intelligently to complex client structures—automatically selecting the best approach for valuing nested entities based on ownership and integration context. Unlike rigid, rule-based tools, Luminary reflects the real-world nuance of your clients’ holdings with precision and ease, to ensure accurate valuations without manual input.
Luminary Wins Again at Family Wealth Report Awards!
We’re honored to share that Luminary was named a double winner at the 2025 Family Wealth Report Awards—taking home top honors for Product Innovation and Women in Wealth Technology, recognizing the outstanding contributions of Mary Huang. These awards celebrate excellence across the family wealth ecosystem, and we’re proud to be recognized amongst industry leaders for advancing how trust & estate services are delivered.
Join Us: Turn Volatility Into a Strategic Advantage Webinar
Join us on June 17 at 12pm ET / 9am PT for a live session with Luminary’s Head of Customer Solutions, Julia Kosinski, J.D. LL.M., and Account Executive, Chris Viviano. They’ll discuss turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—in challenging times, and as a scalable, ongoing part of next generation advisor practices.