Webinar:

Frame 7 (1)

Reach More Clients with Luminary & Orion

WATCH NOW ON DEMAND

About this webinar:

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?

Luminary and Orion can help you reach more clients — to both win new business and deepen existing relationships. Discover how new technology is helping advisors like you build a complete tech stack to unlock efficiency and scale in Trust & Estate services.

Learn about:

  • The challenges advisors are facing to deliver estate planning 
  • How the Luminary x Orion integration unlocks new opportunities for you to visualize clients’ estates
  • Live demonstrations of the platforms and the new integration

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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.

Learn more: https://www.withluminary.com 

Meet the speakers

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Patrick Gordon 
Founding Account Executive @ Luminary

Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.

Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.

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Dylan Johnson 
External Training Subject Matter Expert @ Orion

Hailing from Waukee, Iowa, Dylan joined the Orion team in early 2023. Prior to joining Orion, he worked for a financial services firm focusing on technology implementation and training and helping find ways to increase process efficiency using technology.

Dylan enjoys helping offices streamline their business using technology and training. Outside of work, he enjoys traveling, hiking, biking, going to concerts, storm chasing, and watching sporting events.