Featured Resources
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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.
This month, discover how Luminary is leading the pack in AI-driven digitization of plan data, now with 82% of entity types supported. Explore new templates simplifying estate planning with pre-set patterns for dispositive provisions, and updates throughout the platform for even more comprehensive estate planning.
Advisors on Luminary can now apply preset dispositive provision templates to construct common trust structures, making it easier than ever to map out your clients estate, or illustrate new planning ideas.
What a month! August was packed full of new improvements and feature releases, providing additional ways to tailor your strategies to your clients' unique situations and customize how you present your deliverables. Read on to discover how Luminary is making bespoke estate planning easier to deliver.
In July, we launched a number of Luminary AI improvements, including summarized answers, and AI suggestions to extract key details for existing trusts. Read on to discover other exciting updates, and how Luminary is helping one customer win more referrals.
The tax idea is the new stock idea, but advisors don’t have the tools to deliver them... until now. Discover how new technology is helping advisors unlock efficiency and scale in Trust & Estate services. Register to access the on-demand webinar.
This month, we've made a number of enhancements to our estate waterfall features enabling even more powerful modeling for advisors, and easy outputs to get ready for that next big client meeting. Read on below for all the latest in Luminary, and see how one of our customers is making her family office more efficient.
Our CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine, where he discusses his vision for the future of wealth management, the story behind Luminary and how it solves the challenges faced by advisors, how advisors should assess new technology, and provides an insight into what's driving Luminary's traction.
