Going to Excell? Let’s Talk About What’s Next for Wealth Transfer Planning
Luminary is a Carson Group Preferred Partner. We’ll be at Excell September 30–October 2 to meet advisors and share a more connected approach to trust and estate work.
We’re heading to Carson Group’s Excell conference to meet advisors who want to make wealth transfer planning a more regular, meaningful part of their client relationships.
A family’s estate plan shouldn’t be something everyone revisits only after a major life event. Documents change, assets move, and family priorities evolve. Advisors need a practical way to understand what’s in place, spot questions worth discussing, and help clients see how their decisions could affect the next generation.
"We're proud to be a preferred partner of the Carson Group, giving their advisors a verified, source-of-truth picture of a family's estate so they can guide clients through wealth transfer and everything surrounding it," said David Barnard, founder and CEO of Luminary. "We’re excited to attend Excell and equip Carson's advisors and specialists with the data and tools they need to serve families across generations."
What we’ll be sharing at Excell
Luminary turns estate documents and asset data into a connected foundation for planning. If you’re attending Excell, we’d welcome a conversation about how your team could:
- Explain complex plans to families clearly: Get source-linked summaries and visuals you can use to walk families through trust structures, fiduciary roles, and distribution outcomes with ease.
- Bring estate reviews to more clients: Help advanced planning and advisory teams review documents efficiently and deliver clear, consistent plan overviews to families across the wealth spectrum.
- Find the trust details tax teams need: Use Luminary’s source-cited AI to surface provisions relevant to tax returns, with links to the original documents so specialists can verify the details.
The goal is to give advisors and specialists a clearer starting point for their work and more time to apply their expertise with clients.
We’d love to meet you at Excell at booth 15. Get in touch to connect during the conference, or explore Luminary before you arrive.