Client Presentations

Visualize Estate Plans

Transform complex estate plans and scenarios into interactive diagrams. Seamlessly build presentations to give clients a clear picture of their legacy.

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Trusted by Industry Leaders

Focus Financial
Sapient
Caprock
Ohana
Clarius
Wealth Quest
Truxton
Outrun Capital

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
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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. 

Integrations

Sync data automatically

With integrations to the most popular performance reporting and financial planning tools, your estate planning diagrams always stay up to date, without the hassle.

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Client presentations

Reduce hours of manual work, and get ahead of your next client meeting using Luminary’s presentation builder.

“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.”

Director of Trust Solutions, J.D. 
Private Client Wealth Management

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Speak with our Sales team to find out how Luminary can fit your needs.