What's new at Luminary: September update
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.
Client Education, Front and Center
You now have a dedicated place in Luminary to access and share estate planning education with clients. The new Education page, available anytime from the main menu, brings all materials into one central hub — no longer limited to the presentation builder. Whether preparing for a meeting or following up with a client, the right resources are always at your fingertips.
The library covers everything from foundational topics like why estate planning matters and key documents, to advanced strategies such as GRATs, ILITs, and SLATs. Each article is written in plain language to make complex ideas easier to explain, and every piece can be exported with your firm’s branding applied.
With resources now front and center, you have an on-demand way to bring clarity to client conversations, demonstrate your expertise, and build confidence in the planning process.
New Platform Notifications & Activities
Staying on top of estate planning workflows just got easier. Luminary’s new Notifications & Activities system brings order to document and export processing — all in one place. With customizable alerts, you’ll know exactly when to review new summaries, download reports, or act on data identified with AI. Choose instant in-app updates, email alerts, or a daily digest, and keep your entire team aligned with confidence.
Additional Insights Added
Luminary’s Insights already help advisors flag potential planning risks — and now we’ve added three more. The latest automatically generated insights will flag estate documents governed by a different state than residency, specific bequests placed in a will instead of a trust, and trustees domiciled outside the trust’s situs. By expanding on existing concerns, Luminary gives advisors a clearer view of hidden complications, helping them reduce risk and deliver stronger outcomes for clients.
Come See Us at Future Proof Festival
Heading to Huntington Beach next week for Future Proof Festival? We’d love to connect in person. Reach out to Pat Gordon or Drew Cohen — or stop by our kiosk in Fintech Alley to say hello and see what’s new at Luminary.
We’re also hosting a happy hour on Monday night with our friends at Addepar and eMoney. It'll be a great chance to unwind, meet the team, and network with peers. Space is limited, so be sure to RSVP here.