Luminary

Creating estate planning presentations shouldn’t take days. With Luminary’s Client Presentation Builder, you can generate custom, data-driven presentations in seconds — complete with trust structures, waterfalls, and balance sheets, all in a professional, firm-branded format. ?? Showcase and compare wealth transfer scenarios?tied to asset data without needing to recreate diagrams ?? Add disclaimers & disclosures?with one-click settings to ensure compliance ?? Customize presentations?with filters,?add notes for commentary, and edit your diagram layouts easily with drag-and-drop Turn weeks of work into minutes, and eliminate tedious formatting in PowerPoint with Luminary. Learn more and book a demo to see it in action: https://lnkd.in/e8ArfQ4K

What's new in Luminary this month? Check out our March update to hear how our latest enhancements provide you with clearer, more structured outputs that ensure a more personalized and impactful experience for your clients. https://lnkd.in/eViwWB8f We've made improvements to: ? Entity Summary Overviews ? Trust Document Summaries ? Client Presentations And much more... ???Read our full blog post to learn more: https://lnkd.in/eViwWB8f #FinancialAdvisors #EstatePlanning #WealthTransfer #TaxPlanning #TrustsAndEstates #productupdate

Missed our latest webinar? Now you can watch it on demand! Last week, we hosted an insightful discussion with Orion's Dylan Johnson to discuss 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! ?? Watch the webinar here: https://lnkd.in/ekskx6jM 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. #Webinar #OnDemand #FinancialAdvisors #EstatePlanning #WealthTransfer #TaxPlanning #TrustsAndEstates

Before we release this month's product update later this week, let’s take a quick trip down memory lane to last month’s update! In January, we rolled out some exciting new features, including: ?? Growth Profiles: Custom settings to make estate projections even more tailored ?? Document Summary Export to PDF: Because sometimes, you just need a PDF ?? Single Page Entity Summaries: All the key info in one place — simple and clear ?? Hypothetical Installment Sales & Intra-Family Loans: More modeling options for smarter planning. Plus, we shared our takeaways from #Heckerling2025 — an incredible event full of insights on the future of estate planning. If you missed it, now’s the perfect time to catch up before our March update goes live later this week. Stay tuned! https://lnkd.in/gGti7_nc

Providing your clients with a clear picture of "What happens when I’m not here?" is one of the most crucial pieces of #estateplanning — yet beneficiary reporting still remains a challenging and time-consuming task for advisors. That’s why we built Luminary’s Beneficiary Reporting tool: to give advisors a clear, visual way to communicate wealth transfer to their clients, while our proprietary AI solution handles the heavy lifting with powerful data extraction. With this tool, you can: ? Provide an impactful visual breakdown of beneficiary allocations ? Help clients gain clarity and confidence in their legacy ? Streamline estate planning conversations and strengthen relationships Ready to simplify beneficiary reporting? Read more in our blog: https://lnkd.in/e5UbKimz

?? Today is your last chance to register! ?? Our exclusive Luminary x Orion webinar is airing tomorrow, at 9 AM PT/12 PM ET — don't miss out on the opportunity to secure your spot! https://lnkd.in/eBHmfUzq Our fantastic speakers, Patrick Gordon Jr. and Dylan Johnson, will share live demonstrations of how our latest integration can help you win new business and deepen existing relationships with your clients. Tag a colleague who should join us, and we'll see you there! #FinancialAdvisors #EstatePlanning #WealthTransfer #TaxPlanning #TrustsAndEstates #Webinar

Luminary's newest tool allows you to illustrate hypothetical installment sales and intra-family loans directly within a client’s estate waterfall, to bring these strategies to life for your clients. Instead of manually tracking asset values, adjusting loan structures, and recalculating tax implications, Luminary streamlines the entire process. Now, you can: ?? Automatically calculate key outcomes,?such as potential tax savings and the long-term value of the transaction ?? Compile potential outcomes in an?intuitive, interactive format?to present to clients ?? Make quick adjustments to key variables?without rebuilding models from scratch This isn’t just an efficiency boost—it’s a way to deepen client relationships, turning complex estate planning into actionable, meaningful conversations. Learn more and request to see it in action: https://lnkd.in/eCgFadkm #FinancialAdvisors #EstatePlanning #WealthTransfer #TaxPlanning #TrustsAndEstates

?? Our Luminary + Orion webinar is just one week away! ?? We’re diving into how our latest integration is transforming estate planning — helping advisors save time, eliminate manual data entry, and deliver smarter, more dynamic strategies. Join us on Feb 26th at 12 PM ET for a live demo and expert insights from Dylan Johnson and Patrick Gordon Jr. Secure your spot now! https://lnkd.in/eyhc45nh #WealthManagement #EstatePlanning #FinancialAdvisors #FinTech #AI #Webinar

Are you ready to scale your business in 2025? Join us on February 26 at 12 PM ET for an exclusive webinar where we’ll explore how Luminary and Orion’s new integration is transforming estate planning for financial advisors. https://lnkd.in/ePnHThGa You'll hear topics from experts Patrick Gordon Jr. and Dylan Johnson, including how to: ? Address key estate planning challenges ? Visualize client estates seamlessly with Luminary & Orion ? Plus...watch a live demo of our powerful integration Can’t make it live? Register anyway to receive the on-demand recording after it airs! Save your spot today: https://lnkd.in/ePnHThGa #FinancialAdvisors #EstatePlanning #WealthManagement #Webinar

We’re thrilled to announce Luminary’s new integration with Orion, bringing AI-powered estate planning directly into the wealth management workflow. https://lnkd.in/ga3iR3xh With this seamless connection, advisors can: ? Sync Orion data into Luminary in just a few clicks ? Keep estate plans up to date with automatic valuation updates ? Model and compare planning strategies with ease ? Engage clients with clear, visual legacy plans ? Save time by eliminating manual data entry At Luminary, we believe in empowering advisors with the tools they need to deliver better insights, stronger relationships, and greater efficiency. This integration is a game-changer for trust and estate planning—making it easier than ever to provide high-value, strategic guidance. Want to see it in action? Schedule a demo at the link below. https://lnkd.in/ga3iR3xh #WealthManagement #EstatePlanning #FinancialAdvisors #AI #ArtificialIntelligence