What's new at Luminary: May update
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.
We’re excited to introduce a powerful new way to elevate your client-facing presentations: white-labeled education slides you can include directly in your deliverables. These slides make it easy to explain key estate planning concepts, add context to your recommendations, and guide clients through complex topics with clarity and confidence.
Select “Educational material” from the dropdown when building a presentation and choose from a curated library of slides designed to inform and engage. Every slide is professional, polished, and branded with your logo, so your firm stays front and center. Choose from topics such as “Why estate planning matters,” “Popular estate planning strategies,” and strategy-specific overviews, including overviews on GRATs, SLATs, ILITs, and more.
This update gives you the ability to educate, personalize, and build trust — all within the same presentation workflow. It's a smarter, more impactful way to connect with clients and deliver lasting value and understanding, not just numbers.
AI-Powered Client Presentation Notes
You can now generate entity summary notes with AI—quickly transforming trust document summaries into polished presentation notes without the need to start from scratch. Plus, customize your notes by selecting any trust document and client death event scenario.
Flexible Tile Styles for Diagrams & Waterfalls
We’ve introduced a more polished icon style into the estate waterfall and single entity diagrams, giving your visuals a cleaner, more professional look. You now have the flexibility to switch between traditional tiles and the new icon style — either across your entire waterfall or for individual nodes. With these new options, it’s easier to customize your diagrams, highlight important details, and present your analyses with even greater clarity and impact.
Export Liabilities to CSV
Need to take your data beyond Luminary? Now you can. Export a CSV of all liability data in Luminary, making it easy to share, analyze, or integrate with other tools. Whether you’re prepping reports, syncing with external systems, or just backing things up—your data is always yours to take with you.
Calculator Quick Action Cards
We’ve added Quick Action Cards, for gifts, GRATs, CRTs, and CLTs, at the top of the Calculator page. Jump straight into building a new analysis without extra clicks — whether you’re starting fresh or adding to existing work.
Upcoming Events
Tech-NEW-logy Demo Day
Luminary is presenting at FOTechHub’s upcoming Demo Day, airing live on Tuesday, May 20. Join us to learn more about how Luminary AI turns documents into data and simulates estate outcomes with rich visualizations, robust modeling tools and tax-alpha tracking.
Luminary Is Sponsoring EPCNYC’s Estate Planners Day 2025
We’re proud to sponsor the 2025 Estate Planners Day, hosted by the Estate Planning Council of New York City on Wednesday, May 21. This event brings together top advisors and thought leaders to explore the latest developments in estate planning, and we’re excited to be part of the conversation. If you’re attending, come find us—we’d love to connect and share how Luminary is helping firms stay ahead in a rapidly evolving landscape.
Join Us at AddeConf25
Luminary will be on stage at this year’s AddeConf25, Addepar’s annual innovation and technology conference, on May 21. We’re proud to deepen our collaboration as an Addepar Partner, and our team will be on-site to connect, share exciting new updates, and highlight how our partnership is powering more seamless workflows for joint users. If you’ll be attending, come say hello at booth 5—we’d love to see you!
See Us at the Family Wealth Report Awards
Heading to the Family Wealth Report Awards this Thursday evening? Luminary is honored to be nominated in four categories and will be there in full force. If you’ll be attending and want to connect, just reply to this email and let us know.
Webinar Now On Demand: How You Can Gain a Competitive Edge with AI
Our latest webinar is now available on demand. Watch now to hear from Luminary's Head of Engineering, Ian Lyons, and Account Executive Pat Gordon, as they explore how AI is transforming trust & estate services—from automating document reviews to enabling real-time collaboration across legal, tax, and advisory teams.