What's new at Luminary: November update
November brings a suite of updates focused on customization, clarity, and scale. We’ve launched smarter AI document summaries with firm-specific prompts, streamlined life insurance modeling, and AI-powered notes for business entities. You’ll also find new client education slides to support strategic conversations, and a SCIM integration to simplify secure user management for enterprise teams.
AI Improvements Across Document Summaries
From smarter customization to more consistent outputs, we’ve released a set of AI upgrades that make working with document summaries faster, clearer, and better aligned with your firm’s needs.
These updates are designed to give you more control over how summaries are generated — and more flexibility to tailor them for different use cases and audiences.
New customization capabilities include:
- Firm-wide prompt management: Create new summary prompts or edit Luminary’s defaults to reflect your internal processes, stakeholder needs, or communication style. Prompts are managed centrally for consistency across your team.
- Tailored outputs for different audiences: Set different summary formats for legal review, advisor prep, or client presentations — and have Luminary AI suggest improvements based on your feedback.
- Compliance-ready document reviews: Trust admin teams can create precise prompts that turn document summaries into auditable checklists or review frameworks.
- More precise summary regeneration: Add specific instructions when re-running summaries, or match the formatting of another document to keep outputs aligned across similar trusts — all without overwriting the original.
Together, these updates help your team scale expertise, reduce rework, and deliver personalized, professional insights with less manual effort.
Hypothetical Life Insurance Modeling
Modeling life insurance strategies just got easier. Our new workflow lets you transfer existing policies or create new ones — and set up hypothetical premium funding — all within a single, streamlined interface inside the estate waterfall.
AI-Powered Notes for Business Entity Overviews
You can now generate client presentation notes with AI for business entities — including LLCs, corporations, and partnerships — using uploaded legal documents. Whether it's an operating or partnership agreement, Luminary helps you surface the key takeaways faster.
Strengthening Enterprise Security with SCIM
Luminary now supports SCIM, allowing enterprise firms to automate user provisioning and team alignment through identity providers like Okta and Google Workspace. This integration enhances security, streamlines onboarding, and ensures access stays up to date — with less manual effort.
New Client Education Center Slides
Help clients build understanding and confidence with Luminary’s expanded library of education slides. New topics include: Generation-Skipping Transfer (GST) Tax, Estate Planning Checklist for Major Life Events, Setting Up an Estate Plan, Estate Planning Glossary: Key Terms and Documents, Trust Basics, and Why Use a Trust?
Luminary Named Finalist for ThinkAdvisor Luminaries Award
The names are just a happy coincidence! We're thrilled to be named a finalist in the Industry Disruption category of the 2025 ThinkAdvisor Luminaries awards. This recognition highlights the work we’re doing to modernize estate planning — empowering firms with smarter data, smoother workflows, and more collaborative planning processes. Tune in on December 4th to see the full list of winners!
Register Now for our Upcoming Webinar
Join us Nov 12 at 9 AM PT / 12 PM ET to see how our eMoney integration streamlines estate planning. Hear from Copper Beech Financial Group on how they use it to save time, simplify deliverables, and drive better client outcomes.
Can’t make it live? Register to get the recording.