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.
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.
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.