Scaling Wealth Transfer to Power Organic Growth

Watch Luminary CEO David Barnard and Account Executive Pat Gordon as they discuss why organic growth is becoming the defining challenge for advisory firms in 2026, and why it increasingly depends on leading with wealth transfer. Plus, they'll show you how to scale your legacy planning with AI-powered technology.

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Product announcement
Introducing Estate360: A Complete, Client-Ready Estate Summary, Generated in Minutes

The right tools don’t just help you move faster—they help you reach farther. That’s why we built Estate360. Our latest release enables advisors with a fully automated, firm-branded estate report that transforms client documents into elegant, client-ready presentations with a single upload.

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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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