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.
With Luminary’s latest enhancement, advisors can now illustrate hypothetical installment sales and intra-family loans directly within a client’s estate waterfall. Using a simple, intuitive interface, you can instantly compare the impact of these strategies against taking no action—transforming complex planning into clear, visual insights that drive productive client conversations.
Dig into all of the updates from Luminary this month, including the next level to growth projections — custom client Growth Profiles. Plus, learn more about the latest update to Luminary modeling capabilities...
Last month, we added the ability to customize your Luminary projections even further with Growth Projections by Asset Class. See more of our latest feature updates, and learn how to join us in Orlando for the Heckerling Institute on Estate Planning.
ThinkAdvisor announces that Luminary, a leading estate planning platform, has been named Winner of the 2024 Luminaries Award for Specialized Planning Applications - Innovation. Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
There are lots of new additions to Luminary this month, including one of our most transformative features to date: AI-powered onboarding. Discover new client facing presentation materials; Beneficiary Reports and Estate Waterfall Summaries, and more.