Client ready, trust document summaries - on a single page
Transform complex trusts and entities into client-ready overviews in minutes, not hours.
Save time, impress clients, deliver more
Luminary’s Entity Overview helps advisors simplify conversations around even the most complex estate planning structures.
See the full picture
Give clients a clear view into their estate plan’s impact. Show exactly who gets what and when based on the real terms in the document.
Simplify complexity
Quickly grasp the structure and strategy behind any trust with a single-page diagram and AI-generated summary. Clarity that used to take hours, now takes minutes.
Elevate your materials
Deliverable-ready summaries turn legalese into advisor- and client-friendly insights. Make strategy conversations simple, without losing depth.
“It’s a smarter, faster way to prepare for client meetings, and a better way to show clients what’s really going on in their plan.”
Planning Visuals Built for Clarity
Luminary entity diagrams make it easy to understand flow of assets, entities, and beneficiaries at a glance. Customize the layout, reflect estate planning structures, and guide meaningful conversations.
- Diagram a broad range of trusts and entities
- Illustrate asset flows pre- and post-death
- Customize estate diagram layouts with drag and drop
AI Powered, Editable Notes
Turn dense legal documents into clear, client-ready summaries, automatically. Luminary’s AI-generated notes highlight what matters, so clients stay informed without being overwhelmed. Advisors can customize and expand on the summary to deliver unmatched clarity and care.
- Generate clear and informative AI notes from any document
- Edit summaries with rich text formatting for added context
- Combine automation with advisor insight for deeper engagement
Give clients the confidence they understand the plan, and know they can depend on you to provide clarity when it matters most.
Trust deepens when every client gets your best work.
Today, even the most thoughtful advisors often rely on one-off efforts to explain complex estate plans. Diagrams take hours. Summaries vary from team to team. And what clients receive can feel uneven, sometimes insightful, sometimes unclear.
But when these elements come together with intention, something powerful happens. Clients feel seen. Their questions get answered. And trust deepens. Luminary makes it possible to deliver that experience consistently, across every relationship.
Raise the bar on your client experience and bring new consistency to every advisor client meeting.
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Resources
This month’s updates make it easier to collaborate, onboard, and deliver value faster. Highlights include new View-Only Access, guided workflows to create deliverables during onboarding, document summaries in presentations, expanded client education content, and enhanced data privacy with Zero Data Retention. Plus, our latest webinar is now available on demand.
Luminary CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine 2025, where he discusses Luminary's back-to-back win for the Family Wealth Report "Product Innovation" Award. Check out his interview below.
Learn more
Speak with our Sales team to find out how Luminary can fit your needs.