What's new at Luminary: March update
Blog Post
March 6, 2025
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!
Enhanced Entity Summary Overviews
We’ve updated the entity summary in Luminary to make presenting to your clients clearer and easier than ever, with a visual diagram of how a single entity distributes at death. This view is now included in-app under each entity, and available for export to PDF.
These new diagrams are available for all your Luminary entities, from irrevocable and revocable trusts, to business ownerships, and more. You can also multi-select and bulk add entity summaries to your client presentation, making presentation creation a breeze.
Custom Pages for Client Presentations
Luminary’s client presentations just got even more flexible, with new ways to tailor content, ensuring a more personalized and impactful experience for your clients. Now, you can create custom pages with rich text and bulleted points for complete control over the most visible parts of your report.
Expansive AI Trust Summaries
Trust Document Summaries just got smarter — our latest updates provide you with clearer, more structured outputs that make complex documents easier for your clients to understand.
The new version includes:
- Improved AI Model: we upgraded our model to deliver more detailed and nuanced summaries that are on average 50% longer and more content-rich.
- New Summary Structure: information is now organized by trust and sub-trust, with a clearer breakdown of dispositions, beneficiaries, and powers of appointment.
- PDF Preview Before Export: see how your document summary will look in slide format before downloading.
GRATs & QPRTs Now in the Estate Waterfall
We’ve updated the way that GRATs and QPRTs are configured in Luminary’s estate waterfall. Now, when modeling a multi-year GRAT, your waterfall will automatically calculate and display the projected remainder at term-end set to transfer to your clients’ beneficiaries, as well as any annuity payments to the grantor.
Estate Waterfall Tile Customizations
You can now resize tiles, adjust font sizes, and add custom free-form notes to individual or grouped nodes — giving you more control to tailor visuals and highlight key details for your clients.
Come see us at the New Jersey Estate Planner’s Day!
Are you in New Jersey or the NYC metro area? Luminary will be at the Estate Planning Council of Northern New Jersey’s upcoming event, “Use of Artificial Intelligence in the Estate Planning Process,” on Wednesday, March 12. Join us at The Madison Hotel in Morristown, NJ from 6-8 PM while we share how Luminary utilizes AI to improve efficiency and streamline the estate planning process.
We’ll be at FutureProof Citywide
Headed to Miami this month? We’ll also be attending FutureProof Citywide in Miami, Florida from March 16-19. Respond to this email and let us know if you’ll be in attendance — we’d love to grab time to connect.
Webinar Now Available On Demand
Missed our latest webinar? Now you can watch it on demand!
Last week, we hosted an insightful discussion featuring our very own Pat Gordon and Orion's Dylan Johnson, exploring how forming a cohesive tech stack can be a game-changer for you and your clients this year. If you couldn’t join us live, don’t worry — the full session is now available to watch on demand and share with colleagues!
Whether you’re looking to grow your business or gain a clearer financial picture for your existing clients, this session is packed with insights to help you stay ahead.
To learn more about Luminary, visit us at https://www.withluminary.com/
