Visualize your client's estate plan and bring ideas to life
Use high impact displays to simplify complex estate plans, and make wealth transfer concepts easier to understand
How you benefit
A comprehensive visual snapshot of your client's estate, unlocking understanding and insights.
Bring estate plans to life
Cut through complexity with dynamic, easy to understand visuals.
Deepen understanding
Illustrate and quantify beneficiary and tax outcomes.
Drive client engagement
Connect plan details and asset values to drive meaningful conversations.
“Luminary is tremendously helpful. It gives a graphic representation of why a recommendation is being made, shows tax savings, and even manages the downstream workflow.”
Head of Wealth Strategy
RIA in Massachusetts
Build customizable estate waterfalls
Luminary’s estate waterfall offers unmatched customization to map out and project your client's unique legacy.
- Easily input dispositive provisions or use pre-set templates of common estate planning structures to build a tailored estate waterfall in minutes.
- Customize your diagram with intuitive drag and drop functionality, auto-positioning of tiles, and auto-grouping.
- Adjust key assumptions—like exemption sunset, growth rates, remaining exemptions, and death years—to instantly see their impact on projected outcomes.
- Automatically calculate federal, state, and gift tax.
Report on estate tax value created
Add tax-alpha to your value proposition.
With Luminary's automated value creation reporting, now you can quantify wealth transferred and capture and report on estate tax savings.
A comprehensive client presentation, in a snap
Reduce hours of manual work building and updating client ready presentations. You can easily generate essential deliverables, including:
- A Balance Sheet
- Estate Waterfall Diagrams
- Business Ownership Maps
- Tax and Beneficiary Summaries
- Entity Snapshots
Deliver tailored, white labeled insights with ease.
Related Resources
Discover more about Luminary's Estate Visuals with these related articles.
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Find out how Luminary can help your clients unlock more meaning in their money.
