Featured Resources
Presentation Templates lead this month's release, bringing reusable, firm-branded formats that apply across every household in a single click. We also added Snowflake Data Sharing, asset-level dispositions, a redesigned Balance Sheet, new liquidity metrics, and self-serve tenant access controls.
Luminary’s Presentation Builder automates the manual process of creating custom branded, well-formatted, and comprehensive estate planning presentations for clients on all the important details surrounding their estate. The Presentation Builder adds to Luminary’s platform for streamlining and elevating how advisors deliver trust and estate services as a core part of their client value proposition.
Last year, Luminary launched the Estate Waterfall which enabled advisors to quickly visualize and dimension outcomes of an existing estate plan. Now, advisors can overlay new strategy ideas and show the effect of hypothetical changes in minutes.
Luminary’s value creation feature enables advisors to systematically track and report on asset growth outside of an estate, making tax savings from wealth transfer a tangible part of their client value proposition.
Welcome to part one of our three-part series on how AI is helping to bring new efficiencies and capabilities to the delivery of dynamic and personalized trust & estate services.
Luminary’s digital collaboration platform brings new efficiency and insight to trust and estate services, seamlessly coordinating with a client’s tax and legal advisors.
Luminary’s new Estate Waterfall brings legacy planning to life with easy-to-understand, client-friendly visualizations. With Luminary’s Estate Waterfall, advisors can scale how they demonstrate a holistic understanding of their clients' estate plans and personal goals. Luminary unlocks trust & estate services as a key competitive advantage, strengthening existing relationships across generations, and opening new opportunities to distinguish advisory services to prospective clients. Luminary is technology transforming wealth transfer.
Establishing trust is essential when building a legacy plan. That's why at Luminary, we're proud to announce our successful SOC 2 Type 2 audit completion, reinforcing our commitment to security and confidentiality.
Luminary’s collaboration platform streamlines and elevates how advisors deliver trust and estate services as a core part of their client value proposition. By integrating Luminary and Addepar, it’s easier than ever to visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.