Go from documents to final client deliverable in minutes
Create fully automated, firm-branded estate overviews that transform client documents into a comprehensive, client-ready presentation with a single upload.
Estate360
By pairing simplicity with the depth of Luminary’s enterprise-grade estate intelligence, we’ve created a powerful new way to engage both clients and prospects and showcase advisory expertise. The Estate360 presentation is a complete client deliverable that is generated automatically by Luminary AI—without needing to build out a full client profile.
Save Time
Eliminate hours of manual work and data entry. Upload a full set of client planning documents and with one click, Luminary creates a client-ready presentation in minutes.
Engage Prospects
Demonstrate expertise from the first meeting with a detailed overview of a prospect's estate plan — no full profile or tax modeling required.
Ensure Consistency
Ensure firm wide consistency and create clear, intuitive presentations that are fully white-labeled with your firm's branding.
"Estate 360 is perfect for sales. Once we upload client documents, Luminary AI generates a high-level view we can use right away. It’s better than our previous process—cleaner, faster, and ready to share."
Dozens of out-of-the-box options
Every report includes:
- Executive summary of the estate structure, key stakeholders, decision makers, and how the estate distributes
- Inventory of documents reviewed and dates of creation/update
- Family relationship overview with notes
- Estate distribution diagram
- Comprehensive fiduciary overview
- Detailed asset distribution list across death scenarios
- Client-specific strategic observations and planning opportunities
The presentation is 100% customizable, with editable narratives and slides. Reorder or remove pages, and easily add additional slides from Luminary’s resource library, to create the perfect presentation for your client's needs.
Created in just a single click
Save hours of manual data entry and generate custom presentations in minutes, with just a single click. Creating your first Estate360 presentation is as easy as:
- Upload client documents
- Click “Generate Estate 360”
- Present a firm-branded, editable estate summary with confidence
Designed automatically with zero manual input
Estate360 reports are generated with zero data entry—meaning advisors don’t need to build a client profile or structure entity records. It's designed for use across several high-impact scenarios:
- For prospect engagement: Generate a detailed overview of a prospect’s estate plan to demonstrate expertise from the very first meeting.
- For scalable client support: Deliver clear, consistent guidance to lower-complexity clients or households that don’t require advanced simulations. Estate360 helps junior advisors and support teams contribute confidently, while ensuring firm-wide consistency.
Read our blog post to learn more
Find out how Luminary customers are using Estate360 today.