Featured Resources

Estate planning professionals understand that explaining complex trust and business structures to clients requires both clarity and visual appeal. Today, we're excited to announce significant enhancements to Luminary's Entity Overview feature—transforming a once time-consuming process into a streamlined experience that produces beautiful, client-friendly deliverables in minutes.

Streamline generational wealth transfer with expert strategies and Luminary’s technology, ensuring clear communication, tax efficiency, and wealth preservation.

As client expectations rapidly evolve, estate planners face increasing pressure to deliver highly personalized, efficient, and transparent service. Watch now to see how AI-powered technology enables advisors to exceed these expectations, providing deeper insights and better outcomes for clients.

Luminary’s new hypothetical modeling features give advisors the ability to simulate and compare advanced wealth transfer strategies like GRATs, CRTs, and CLTs directly within a dynamic estate waterfall. This expands on existing capabilities for installment sales and intra-family loans, giving advisors a powerful, visual tool to test assumptions, quantify outcomes, and tailor recommendations to each client’s unique goals.

Valuation discounts are now fully supported in Luminary. Advisors can model estate and gift tax impacts automatically, without relying on error-prone spreadsheets or manual calculations. With this release, every part of the estate plan is updated based on the real, discounted value of client assets. It’s smarter planning, with less work, and more confidence.

Explore AI trends in wealth management and see how Luminary’s innovative solutions streamline estate planning for high-net-worth clients.

This month, we’re rolling out powerful upgrades to help you work smarter and present with confidence — from hypothetical GRAT modeling and clickable doc citations, to enhanced previews and smarter navigation. We're also honored to be named finalists in the Family Wealth Report Awards — and excited to share how AI is transforming estate planning in our upcoming webinar. Read on to learn more!

Introducing Luminary AI-Powered Dispositive Provision Extraction: our latest feature transforming wealth transfer for you and your clients. Supercharge your workflows with automation that reduces manual data review and increases accuracy — enabling end-to-end client creation in one click, so you can go from static documents to dynamic diagrams in less than 15 minutes.