Introducing Estate360: A Complete, Client-Ready Estate Summary, Generated in Minutes

With Estate360, any Luminary user can generate a polished estate overview—complete with an estate diagram, comprehensive fiduciary summary, family overview, and client-specific strategic recommendations—with zero manual work or data entry.

Documents to Deliverable in Minutes

For too many firms, valuable estate planning conversations remain difficult to scale, with required subject matter expertise creating a costly bottleneck. 

Delivering a thoughtful summary often means hours of document analysis, coordination across teams, and time-intensive formatting. Existing tools force advisors to choose between fast but shallow, or slow and bespoke.

Estate360 removes that tradeoff. Simply upload estate documents—wills, trusts, POAs, healthcare directives, operating agreements, and more—and Luminary automatically identifies, interprets, and organizes key elements into a cohesive, client-ready presentation.

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 Estate360 is everything you’d expect from a professional-grade estate review—now faster and more accessible than ever.

Built to be the Best of Both Worlds

Advisors have no shortage of tools that claim to simplify estate planning. But most fall short in one of two ways: they either require hours of manual data inputs, or they produce outputs too basic to support real planning conversations.

Estate360 combines the best of both worlds—depth and polish without the drag.

• It’s fully automated, requiring zero data entry.
  

• It uses the same estate intelligence that powers Luminary’s enterprise planning tools.
  

• It outputs firm-branded, client-ready reports with editable narratives and diagrams.
  

• And it’s accessible to any advisor on your team, regardless of technical skill or experience.

This means you don’t have to choose between speed and sophistication. You get both.

Two Key Use Cases for Immediate Impact

By pairing simplicity with the depth of Luminary’s enterprise-grade estate intelligence, we’ve created a powerful new way to engage clients and showcase advisory expertise.

Advisors can use it across several high-impact scenarios:

• For prospect engagement: Generate a detailed overview of a prospect’s estate plan—no full profile or tax modeling required. It’s a powerful way 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.

The 360 Difference

Estate360 is powered by the same industry-best document intelligence engine used across the Luminary platform—but designed with simplicity in mind. You don’t need to build a client profile, structure entity records, or have an expert understanding of legal language.

Generating your first report is as easy as:

1. Upload client documents
2. Click “Generate Estate 360”
3. Present a firm-branded, editable estate summary with confidence

See it For Yourself

Estate360 is now live in Luminary. Schedule a demo to learn how this new feature can help your team grow with confidence.

‍