Client presentations

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

Client Education
Use prebuilt educational slides to help clients understand the impact of estate planning, advanced strategies, and estate taxes.
Entity Overviews
Use Luminary AI to extract and summarize trust documents into one page with diagrams and notes, contextualized to each entity.
Scenario comparisons
Help clients understand the impact of potential plan changes with comparison views.
Branded presentations
Get ready for your next meeting, with professional, polished presentations that reflect your company’s brand colors and logos.

Estate plan modeling for a full spectrum of clients

With automatic estate tax calculations, exemption modeling, gift tracking, and scenario modeling, Luminary brings clarity and control to every stage of planning. 

Track gifting
Log annual, lifetime, and GST gifting use for each client, and see how much gifting opportunity remains.
Model distributions
Apply custom disposition patterns, or select from dozens of pre-built templates to model how assets flow to next generations and philanthropic causes.
Stress test scenarios
Create hypothetical plans to see how changes and new strategies affect grantors and beneficiaries. Whether you’re helping clients with pre-transaction planning or testing the resilience of current plans, Luminary helps you quantify potential impact.
Compare outcomes
It can be overwhelming for clients to understand how strategies work together or the future impact of planning. Create comparison views that clearly illustrate scenarios and the tangible value of planning.  

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A workflow and collaboration platform that revolutionizes legacy planning

A modern system of record that enables robust monitoring and forecasting

A rich visualization layer that unlocks key insights and quantifies value creation

A powerful workflow engine that facilitates strategy design, setup, and management

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See what Luminary can do for your business

Get started today and bring more efficiency to your team. With Luminary, our customers enjoy:

  • More consistent, scalable service deliverables
  • Deeper, more engaged client conversations
  • Practice differentiation in a crowded market