How you benefit
Luminary’s Entity Overview helps advisors save time, impress clients, and simplify conversations around even the most complex planning structures.
Save time
Automatically extract key trust and entity data from uploaded documents and generate visuals and summaries in minutes – no more manual powerpoint diagrams.
Simplify complexity
Details are laid out in a clean, visual format, accompanied by AI summarized notes that clients can easily understand.
Elevate your materials
Deliver consistently polished and professional materials.
“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.”
Turn documents into one-page visuals
Create entity overviews for all types of planning vehicles including trusts, business entities such as LLCs or FLPs, insurance policies, and more.
At a glance, your clients will see:
- How a trust or entity is structured
- How it works
- Who gets what
- Who’s in control
Generate notes with AI assistance
Our AI-powered tool extracts key info from uploaded documents including trustees, beneficiaries, and subtrusts – then generates easy-to-understand diagrams alongside a custom notes field with an editable AI-generated summary.
- Select any document to generate notes
- Easy-to-understand summaries cover how the trust works, who benefits, and how distributions are made.
Made for client conversations
By transforming complex entities into a clear visual format, you can enhance transparency and empower clients to make informed decisions with confidence.
- Download presentation in PDF form, including
- Entity summary
- Diagram and notes
- Beneficiaries table with access and parameters
- Dispositions and distribution amounts
- Diagrams are fully customizable in your brands colors.
- Standard designs bring elevated polish and uniformity to every deliverable.
Resources
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In an industry where legacy planning remains largely analog and overly arcane, Luminary Go makes advisor-led insights more accessible than ever. Our newest product line is designed with a singular goal: make it easier and faster for advisors to begin integrating wealth transfer insights and analysis into their client deliverables. We’ve packaged together some of the most popular features of Luminary’s award winning AI-powered estate platform into Go, giving you the essentials to deliver legacy planning outputs to all your clients.
This month, we’re bringing you powerful new tools to educate, customize, and deliver more impactful client experiences. From white-labeled education slides to AI-powered presentation notes, there’s a lot to explore. Plus, come say hello at one of several events we'll be attending this month, including AddeConf25, NY Estate Planners Day, FOTechHub’s Demo Day, and the Family Wealth Report Awards. Dive into all the latest updates below.
Estate planning professionals understand that explaining complex trust and business structures to clients requires both clarity and visual appeal. Today, we're excited to announce significant enhancements to Luminary's Entity Overview feature—transforming a once time-consuming process into a streamlined experience that produces beautiful, client-friendly deliverables in minutes.
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Find out how Luminary can help your clients unlock more meaning in their money.