Single Entity Overviews: Elevated for Maximum Client Impact

The challenge and hidden cost of explaining entity structures

When client entities are scattered across static documents, siloed systems, and outdated diagrams, it's not just difficult to see the big picture—it's exhausting to explain it, again and again. Preparing overviews of trusts, LLCs, and foundations has traditionally meant hours of manual effort: pulling data from dense legal documents, creating visualizations in PowerPoint, and drafting client-facing notes to clarify ownership, control, and distribution flows.

Even after all that, the same core questions tend to resurface. Who controls this trust? How do these LLCs interact? What rights and restrictions apply? Each new conversation often means several hours of redrawing diagrams, rewriting explanations, and hunting down details—a repetitive, time-consuming process that drains advisor capacity and clutters collaboration with legal and tax experts.

Multiply that across 5, 10, or 20 entities in a single client’s estate plan, and the cost becomes staggering. Communicating complex structures becomes error-prone, draining, and redundant, eating into time that could be spent uncovering new planning opportunities.

A better way to present entity information

Comprehensive Entity Details

Generate comprehensive entity data summaries in one click, with key details extracted by AI from documents such as trust agreements. Present trustees, trust advisors, current beneficiaries, and disposition details in a structured format that prioritizes what's most relevant for clients.

Beautiful Single Entity Diagrams

Create clear, refined entity diagrams showing distributions at both first and second deaths. 

AI-Generated Client Presentation Notes

Quickly produce clear explanations with AI that explain trust administration and distribution in clear, comprehensible terms. 

Full In-App Preview Mode

View all pages of the entity overview for each death order variation directly within Luminary, ensuring everything is perfect before client delivery.

Key benefits for advisors

• Significant Time Savings: What once took multiple hours can now be completed in approximately 10 minutes per entity—a critical efficiency gain when working with complex estate plans

• Polished, Consistent Deliverables: Every entity overview maintains the same high-quality format and presentation, enhancing your firm's professional brand with clients

• Enhanced Client Understanding: The combination of visual diagrams, straightforward explanations, and structured data helps clients truly grasp their estate plan structure

How it works

The process is intuitive and seamless:

1. Upload a document for Luminary AI to extract and suggest entity details and dispositive provisions
2. Review and confirm the AI-generated suggestions
3. Generate presentation notes with AI, and add your own if you wish
4. Preview and export the entity overview to share with clients

Real-world applications

Our enhanced Entity Overview feature delivers a consistent, client-ready experience across every interaction. With a standardized template that captures key entity details in a clear and structured format, you can communicate with confidence, whether you're educating clients or coordinating with COIs. It removes the burden of manual diagramming—allowing you to focus on the higher-value work of tailoring plans to reflect each client’s unique goals, relationships, and legacy intent.

This feature supports critical client interactions, including:

• Annual review meetings, with comprehensive entity refreshers
• Quick follow-ups, using professional "leave-behind" PDFs emailed post-meeting
• Client education sessions explaining how their estate plan works in practice
• Collaborative planning, supported by visual references that facilitate meaningful discussion

Experience the Luminary difference

By transforming entity overviews from a time-consuming task to a streamlined process, we're helping advisors deliver exceptional client experiences while saving valuable time.

Ready to see for yourself? Current Luminary users already have access to this feature, and it's included in all Luminary plans. Schedule a demo with our team to learn more. 

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