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.”
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
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.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
Luminary’s new Estate Waterfall brings legacy planning to life with easy-to-understand, client-friendly visualizations. With Luminary’s Estate Waterfall, advisors can scale how they demonstrate a holistic understanding of their clients' estate plans and personal goals. Luminary unlocks trust & estate services as a key competitive advantage, strengthening existing relationships across generations, and opening new opportunities to distinguish advisory services to prospective clients. Luminary is technology transforming wealth transfer.
Luminary’s new business entity visualizations enable advisors to easily understand and convey the structure and value of a client’s business ownership. Our interactive visuals map out your client’s business holdings, while leveraging the underlying data in Luminary to automatically calculate the aggregate value of their ownership.
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Find out how Luminary can help your clients unlock more meaning in their money.