Introducing Legacy Blueprint: From Dense to Digital

Crafting and implementing a legacy plan is among the most meaningful of advisor services. Associating assets with deeply personal goals creates enduring client relationships across generations. And the ‘alpha’ associated with effective tax and transfer planning can be as valuable as investment advice, or more.

However, clients often don’t understand the work their advisors and attorneys are doing for them in this area. Trust documents are dense, sometimes hard to locate, and even when summaries of them exist, the information is still siloed and disconnected. As a result, existing advisor tools are ineffective in illustrating flows to beneficiaries. And bespoke work to build displays simply isn’t scalable.

Luminary's Legacy Blueprint

To this, we say, a picture says a thousand words. Luminary’s new Legacy Blueprint product transforms static estate planning documents into a high-impact, customizable visualization. Client meetings will never be the same.

Luminary's Legacy Blueprint allows you to capture and visualize every detail of a client's estate plan.

• Integrated data: From a digital record, created by a client's attorney or a qualified wealth strategist, the one-off process of capturing trust details and building presentations is now dynamic and repeatable.
• Trust summaries: Advisors can quickly and accurately communicate details of existing estate plans including key terms and how assets flow over time.
• Client ready presentations: With flexible, exportable displays available for every client, teams can identify and strategize around opportunities to ensure wealth goes to the people and causes that matter most.
• Collaboration: Permissioned collaboration capabilities benefit clients by organizing documents and streamlining interactions among legal and tax advisors.

With Luminary’s Legacy Blueprint, you can see trust details in context with integrated data.

With Luminary’s Legacy Blueprint, wealth management leaders can be confident that a consistent, yet personalized experience is being delivered at scale. And, more importantly, that one of the most meaningful of their client services is finally being understood and valued on par with its importance.

Luminary is technology transforming wealth transfer. Book a demo today and learn more at https://www.withluminary.com/contact