Included are three sample presentations, that represent ways Luminary's functionality can be turned into purpose-built client presentations.

All presentations generated in Luminary can be customized and white labeled.

Level 1

Estate plan document review & inventory

Level 1 can be achieved by simply uploading a family's plan documents into Luminary. This deliverable enables to you:

• Create an inventory of key client information and documents

• Summarize and share critical estate plan provisions

• Generate strategy insights and identify planning opportunities

• Access and present client-ready educational material

Level 2

Illustrate Estate Plan Outcomes

Using the documents you have uploaded, Luminary AI populates structured data fields and leaves ample ability to customization to illustrate how an estate plan unfolds & brings to life beneficiary outcomes. This deliverable enables you to:

• Create an estate balance sheet and detailed entity overviews

• Visualize beneficiary distributions and estate taxes under different growth and timing assumptions

• Produce fully customized, client-ready presentations tailored to the specific strategies you’re modeling

Level 3

Recommend Planning Strategies & Model the Impact

Building on top of a family's current estate plan, users can easily model hypothetical scenarios such as employing gift, complex trust, insurance, and charitable strategies to improve wealth outcomes. This deliverable enables you to:

• Simulate “what if” plan change scenarios to explore future strategies

• Quantify tax alpha generated by prior planning decisions

• Demonstrate the downstream impact of different estate planning paths

This video walks through a very commonly used structure for presentations for client profiles where you have reached Level 3 Success.