Turn complex estate plans into a clear picture

Generate a complete, current balance sheet with zero manual data entry. Sync client data through supported integrations or upload spreadsheets, account statements, insurance policies, and other financial documents; Luminary AI identifies assets, liabilities, and ownership structures and organizes each holding by individual, trust, or entity. After review, every verified record powers the diagrams, calculations, and planning tools used across Luminary.

Produce a clear, client-ready view of both individual entities and the connections across the estate plan. Luminary AI extracts fiduciaries, beneficiaries, key provisions, and distribution details for each entity, while ownership diagrams show how individuals, trusts, business interests, and assets relate. Add customizable notes and explanations so your team can communicate complex structures without rebuilding slides or searching across files.

Create an interactive view of how wealth moves through the estate plan—from current ownership and tax exposure to ultimate beneficiary outcomes based on different time and return assumptions. Customize the entities, asset flows, provisions, tax details, tiles, and notes shown, then simplify or expand the Waterfall for internal planning, collaboration, or a client meeting. As client information changes, updated asset values flow through automatically without rebuilding the diagram.