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.
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.
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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.
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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!