June 20, 2023
Luminary is a fully-integrated collaboration platform that brings scale efficiency and tangible impact to trust & estate planning. With our new Legacy Blueprint feature, users can easily create visualizations for complex trust details and make connections between different entities and beneficiaries in an estate plan. And our digital system of record and intuitive interface streamlines wealth advisor-attorney engagement like never before.
Crafting and implementing a legacy plan is among the most meaningful of advisor services. Associating assets with deeply personal goals creates enduring client relationships across generations. And the ‘alpha’ associated with effective tax and transfer planning can be as valuable as investment advice, or more.
However, clients often don’t understand the work their advisors and attorneys are doing for them in this area. Trust documents are dense, sometimes hard to locate, and even when summaries of them exist, the information is still siloed and disconnected. As a result, existing advisor tools are ineffective in illustrating flows to beneficiaries. And bespoke work to build displays simply isn’t scalable.
To this, we say, a picture says a thousand words. Luminary’s new Legacy Blueprint product transforms static estate planning documents into a high-impact, customizable visualization. Client meetings will never be the same.
Luminary's Legacy Blueprint allows you to capture and visualize every detail of a client's estate plan.
With Luminary’s Legacy Blueprint, you can see trust details in context with integrated data.
With Luminary’s Legacy Blueprint, wealth management leaders can be confident that a consistent, yet personalized experience is being delivered at scale. And, more importantly, that one of the most meaningful of their client services is finally being understood and valued on par with its importance.
Luminary is technology transforming wealth transfer. Book a demo today and learn more at https://www.withluminary.com/contact
Get updates from Luminary