Featured Resources
This month, we’re making it even easier to lead with planning. A new client-friendly trust summary prompt simplifies conversations across generations, while expanded support for key documents like prenuptial agreements and letters of wishes brings more of the estate plan into view. You can now push estate data directly into Addepar dashboards, and updated Estate360 visuals deliver a cleaner, more compelling way to present structures. We’ll be at Heckerling next week — visit us at booth 525 — and we’re honored to be named one of Built In’s Best Startups to Work For in NYC.
Tune in as we continue our discussion on AI in wealth transfer and take a first look at Luminary Insights—a groundbreaking new feature that enables advisors to automatically surface personalized estate planning guidance directly from client documents.
Manage estate plans effortlessly with Luminary’s automated reports, complex modeling, and seamless advisor collaboration—all in one platform.
AI-driven insights to help advisors scale expert estate planning across more client relationships.
This month’s updates make it easier to collaborate, onboard, and deliver value faster. Highlights include new Limited Access, guided workflows to create deliverables during onboarding, document summaries in presentations, expanded client education content, and enhanced data privacy with Zero Data Retention. Plus, our latest webinar is now available on demand.
Luminary CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine 2025, where he discusses Luminary's back-to-back win for the Family Wealth Report "Product Innovation" Award. Check out his interview below.
Discover how AI-driven solutions improve collaboration, streamline marketing for estate planners, and elevate client services for long-term success.
Watch our discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices.