Breakfast & conversations with Luminary at Heckerling 2025

​​Luminary invites you to breakfast and conversation at the 59th Heckerling Institute

​It's increasingly important for estate planning professionals to adapt their strategies to a digital-first, volatile, and rapidly changing world. Join the Luminary team before day 3 of Heckerling 2025, as we share the latest groundbreaking updates to our platform, including AI-powered onboarding, and how technology can help you win new business and grow existing relationships.

​​Meet Luminary’s founders, and enjoy an informal start to the day with old friends while making new connections.

​​Coffee and breakfast will begin at 8am at the Orlando World Center Marriott. Exact location will be shared with all confirmed attendees.

​​Have a colleague or contact you’d like to invite? Share this page directly with them!

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​​About Luminary:

​​Luminary is a collaboration platform elevating how advisors connect client assets with complex legacy goals.

​​We serve wealth managers, law firms, and family offices. Our software powers the delivery of trust & estate services, unlocking new efficiencies and product opportunities.

​​Luminary’s founders, led by CEO David Barnard, have deep experience in this space, and in building successful software businesses including Blend and Addepar. 

​​Learn more at www.withluminary.com