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.
Luminary’s new Beneficiary Reporting tool introduces an impactful way for advisors to quantify and visualize wealth distribution. Powered by underlying data in Luminary, this innovative tool automatically creates visually engaging reports – not only detailing the benefits beneficiaries can access during the grantor’s lifetime, but also the distributions they will receive after the grantor’s passing.
In a groundbreaking industry innovation, advisors can now transform an entire suite of client documents into dynamic digital records with AI assistance – right before their eyes, in just minutes. This bulk-processing capability unlocks a rapid path to data visualization, scenario analysis, and the creation of customized client deliverables, bringing a new level of efficiency to estate planning.
This month, discover Luminary’s newest addition to our client reporting package, the balance sheet report. Explore new insights into tax calculations, improved integrations with Addepar and Black Diamond, and more.
Introducing Luminary’s newest addition to our client reporting package, the client balance sheet report. This new feature delivers a comprehensive summary of your client’s net worth, organizing assets and liabilities intelligently to drive effective estate planning discussions. With customizable asset categories and configurable views, the balance sheet can be tailored precisely to your client conversations.
This month, discover how Luminary is leading the pack in AI-driven digitization of plan data, now with 82% of entity types supported. Explore new templates simplifying estate planning with pre-set patterns for dispositive provisions, and updates throughout the platform for even more comprehensive estate planning.
Advisors on Luminary can now apply preset dispositive provision templates to construct common trust structures, making it easier than ever to map out your clients estate, or illustrate new planning ideas.
What a month! August was packed full of new improvements and feature releases, providing additional ways to tailor your strategies to your clients' unique situations and customize how you present your deliverables. Read on to discover how Luminary is making bespoke estate planning easier to deliver.
In July, we launched a number of Luminary AI improvements, including summarized answers, and AI suggestions to extract key details for existing trusts. Read on to discover other exciting updates, and how Luminary is helping one customer win more referrals.