Luminary spring training series

Luminary’s 4-week Spring Training is designed to sharpen your fundamentals, introduce powerful new features, and help you run a smoother, faster estate planning workflow this season. Whether you’re looking for a refresher, or are ready to level up, this four-part series will help you create higher leverage client deliverables, more efficiently in Luminary.

Week 1: Turn documents into data

In this session, we focus on how to turn client documents into structured, usable data inside Luminary — quickly and confidently. Getting this step right is what unlocks everything else in the platform: accurate modeling, clean waterfalls, beneficiary reporting, and polished client presentations.

Week 2: Advanced dispositions & the estate waterfall

In this session, we focus on how to enter and refine distributions inside Luminary, allowing you to model asset flows, reflect complex structures accurately, and clearly visualize intended outcomes. We cover: how to input and structure dispositions, new disposition functionality, and how to customize your waterfall to enhance client understanding and storytelling.

Week 3: Project & analyze beneficiary outcomes

In this session, we focus on how to quantify and visualize the long-term impact of your client’s plan. Once your estate waterfall is built, this is where you move from structure to forward-looking outcomes, gaining a clear view of how wealth may flow, grow, and ultimately transfer across generations. We cover: how to apply growth and longevity assumptions to power projections, what inputs power the beneficiary report, and how to leverage the report in client conversations.

Week 4: Deliver the client story

In this session, we focus on bringing your work together into a polished, client-ready presentation inside Luminary. Once your data, waterfall, and projections are in place, this is where analysis becomes narrative — clearly communicating strategy, structure, and long-term opportunity. We cover: how to create a reusable presentation template to scale client delivery, customize formatting and messaging for a professional finish, and structure slides to guide a clear and confident client conversation.