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April 28, 2025
Top Ten Best Practices for Generational Wealth Transfer: Ensuring Clarity and Confidence with Luminary’s Tools

Streamline generational wealth transfer with expert strategies and Luminary’s technology, ensuring clear communication, tax efficiency, and wealth preservation.

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Webinar
Watch On Demand: How you can gain a competitive edge with AI
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Product announcement
Bring Complex Strategies to Life: Model GRATs, CRTs, and CLT scenarios with Luminary
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Blog Post
What's new at Luminary: April update
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Blog Post
What's new at Luminary: February update

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...

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News
Luminary Named "Top Startup to Work for in NYC"

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Blog Post
What's new at Luminary: January update

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.

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News
Luminary Named Winner of the ThinkAdvisor 2024 Luminaries Award for Specialized Planning Applications - Innovation

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News
Luminary Named Winner of the ThinkAdvisor 2024 Luminaries Award for Specialized Planning Applications - Innovation

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.

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News
NYC Fintech Founders Driving the Future of Finance

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Blog Post
What's new at Luminary: December update

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.

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Product announcement
Beneficiary Reporting: A clear picture of “Who receives what and when?”

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.

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