What's new at Luminary: February update

Growth Profiles

Take your growth projections even further, with our latest addition to estate waterfalls that allows you to save your custom settings under client “profiles” to reuse over and over.

Running multiple iterations to compare different outcomes of your client’s estate waterfall is now easier than ever – create a “profile” with custom entity growth rates, straight-line growth, whether exemption sunsets or not, or even set asset specific growth rates. Easily switch between different growth profiles and apply them to any Estate Waterfall, as well as apply them when comparing multiple waterfalls.

Document Summary Export to PDF

With our latest update, you can now export document summaries directly to PDF, in addition to Word, making it easier than ever to customize your Luminary outputs. Use your .pdf formatted file to share directly with clients, or include in other presentations.

Download Single Page Entity Summaries

Streamline your client-facing presentations, by consolidating key information from entity summaries onto a single page, with minimal overflow onto additional pages if necessary. You can now prioritize details most relevant to your client’s needs, to improve visual appeal and ease of communication.

Hypothetical Installment Sales & Intra-Family Loans

You can now model hypothetical installment sales and intra-family loans in Luminary’s estate waterfall, allowing you to see the impact of the strategy in the context of their overall estate, and also immediately see the wealth transfer benefits based on different assumptions made in the modeler.

Heckerling 2025 Recap

The 59th Heckerling Institute on Estate Planning is officially in the books! A huge thank you to everyone who attended our sold-out event on Wednesday morning -- we hope you enjoyed hearing about our outlook on the future of wealth transfer.

In just the last few years, technology has evolved rapidly to increase efficiency and improve client engagement. This has given firms who adopt better tools a major competitive edge to be more responsive to client needs, and help them understand the complexities of their personal and legacy goals.

The tools of yesteryear are no longer enough to scale the delivery of highly personalized work clients expect. As we heard from this year’s sessions, with a very busy planning year ahead of us, staying organized and clear client communication is required to deliver successful outcomes.

Request a demo to learn how Luminary can help with your lofty 2025 goals.

To learn more about Luminary, visit us at https://www.withluminary.com/