Featured Resources
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.
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.
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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.
We've been hard at work this month making improvements to our Entity Summary Diagrams, client presentations, trust summaries, and more. This month's enhancements improve your workflows in the platform and provide you with clearer, more structured outputs that ensure a more personalized and impactful experience for your clients. Read on to learn more!
2025 is a huge year for estate planning, as rapid evolution of technology has increased the need to adopt new tooling and create an integrated tech stack to form a competitive edge. Clients’ needs and expectations have increased like never before to demand a higher level of personalization and speed from planners. How are you preparing to scale in this very busy year?
By partnering with Orion, Luminary extends its powerful, AI-assisted estate planning technology to the wealth management software platform. The result is a streamlined experience that enables advisors to manage and respond to their clients' complex needs with ease.