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Save time, engage clients,
deliver more
Luminary’s estate planning visualizations help advisors simplify conversations around sophisticated estate planning structures.
See the full picture
Give clients a clear view into their estate plan’s impact. Compare hypothetical estate planning changes with a few clicks. Show exactly who gets what and when.
Simplify complexity
Quickly grasp the structure and strategy behind any trust with a single-page diagram and summary views. Clarity that used to take hours, now takes minutes.
Elevate your materials
Make strategy conversations simple, without losing depth. We built Luminary’s presentation builder to let you personalize materials for each client, with just a few clicks.
Customize estate waterfalls
As client complexity grows, creating personalized diagrams to illustrate how their plans work can be a time-consuming and error-prone task.
With Luminary’s estate waterfall, you can scale the creation of custom visuals for every client.
- Customize diagram layouts with drag-and-drop, tile grouping, icon options, and editable notes
- Apply growth rates and death years to see how plan outcomes are impacted
- Keep diagram values up-to-date with easy integrations
Show allocations to family, philanthropy, and tax
With Luminary’s Estate Summary views, you can provide clients with a picture of how their assets are distributed. A simplified view allows conversations to start on the areas that matter most.
“We’ve tried a lot of other tools, and you can't move anything. This is one of my favorite things in Luminary. I can just put the tiles where I want, and clients love when we present it.”
Learn more
Speak with our Sales team to find out how Luminary can fit your needs.