What's new at Luminary: April update
This month, we’re rolling out powerful upgrades to help you work smarter and present with confidence — from hypothetical GRAT modeling and clickable doc citations, to enhanced previews and smarter navigation. We're also honored to be named finalists in the Family Wealth Report Awards — and excited to share how AI is transforming estate planning in our upcoming webinar. Read on to learn more!
New Hypothetical Scenario Modeling
You asked, we delivered: hypothetical GRAT modeling is now live in your estate waterfall. This update allows you to visualize annuity payments to the grantor and distributions to the remainder beneficiary, adding more precision to your estate planning. Additional capabilities for hypothetical CRT and CLT modeling are launching in Luminary very soon, so stay tuned for more updates this month.
Document Summary Citations
Verifying document summaries just got easier. Each bullet point in a summary now includes a clickable citation that links directly to its source in the Document Viewer — so you can quickly confirm accuracy without searching manually.
Export Fiduciary Summary to CSV
Easily get a complete list of trustees and fiduciaries across all entities for a client — no more clicking into each entity manually. Simply go to the People tab and select “Download fiduciary report” for a quick export.
Business Agreement Summary Improvements
We've enhanced doc summary templates for partnership agreements, LLC agreements, operating agreements, and shareholders agreements. Now, summaries are better organized and include critical details like transfer provisions and restrictions.
Streamlined Navigation & Smarter Tools
We've refreshed the Luminary app navigation to make exploring features like client details, tools, and reporting more intuitive. Key tabs—like balance sheet and value creation—are now easier to access, and the newly rebranded Calculator tool makes it simpler to create and share planning analyses. We’ve also improved navigation within entity details forms: auto-saving edits as you move section-to-section, with smoother dropdown navigation, full-width headers, and helpful alerts for unconfirmed AI suggestions.
It’s official! We’re Family Wealth Report Awards finalists
We're honored to be named finalists in four categories of the Family Wealth Report Awards; including Product Innovation, FinTech Startup, and Onboarding. Our last nomination is an individual award for our very own Mary Huang, Head of Commercial, who has been nominated for Women in Wealth Technology!
These nominations reflect our commitment to revolutionizing estate planning through innovative and collaborative technology. Congratulations to all the finalists, and stay tuned as they announce the category winners soon!
Upcoming Webinar: Modernize Estate Planning with AI
Join us on April 22 at 12pm ET / 9am PT for a live session with Luminary’s Head of Engineering, Ian Lyons, and Founding Account Executive, Patrick Gordon. They’ll walk through how AI is transforming estate planning — including common pitfalls, and the top 3 things you need to know today. Whether you're focused this year on scaling your practice or deepening client value, this is one you won't want to miss.