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Luminary’s new hypothetical modeling features give advisors the ability to simulate and compare advanced wealth transfer strategies like GRATs, CRTs, and CLTs directly within a dynamic estate waterfall. This expands on existing capabilities for installment sales and intra-family loans, giving advisors a powerful, visual tool to test assumptions, quantify outcomes, and tailor recommendations to each client’s unique goals.
Valuation discounts are now fully supported in Luminary. Advisors can model estate and gift tax impacts automatically, without relying on error-prone spreadsheets or manual calculations. With this release, every part of the estate plan is updated based on the real, discounted value of client assets. It’s smarter planning, with less work, and more confidence.
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Explore AI trends in wealth management and see how Luminary’s innovative solutions streamline estate planning for high-net-worth clients.
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!
2025 is a huge year for estate planning, as rapid evolution of technology has increased the need to adopt new tooling and create an integrated tech stack to form a competitive edge. Clients’ needs and expectations have increased like never before to demand a higher level of personalization and speed from planners. How are you preparing to scale in this very busy year?
With Luminary’s latest enhancement, advisors can now illustrate hypothetical installment sales and intra-family loans directly within a client’s estate waterfall. Using a simple, intuitive interface, you can instantly compare the impact of these strategies against taking no action—transforming complex planning into clear, visual insights that drive productive client conversations.
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...
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.