What is Level 1 Success?

Luminary's Level 1 Success is focused on organizing your client's essential trust and estate information. The focus of Level 1 Success is getting your clients data into the platform.

Level 1 Success allows you to create an estate plan inventory & review in 15 minutes that summarizes key plan information, offers AI insights, and digestible education. It also builds the foundation of the client profile that is required for Levels 2 and 3.

Getting started

Step 1: Add new client and upload documents

How:

1. Log into Luminary

2. Click "Add client" in the upper right corner

3. Enter the basic details of your client, optionally link to integration

4. Select the deliverable you are working towards

5. Upload your client documents

6. Confirm that the document type identified is correct

7. Click process documents

   1. Data extraction can take between 5-10 minutes. We'll email you when the process is complete & ready for your review.

*For more detailed instructions, visit the article below:

📄 Set up a new client in Luminary

Why it matters:

By simply uploading your client’s documents, you unlock a robust, ready-to-use deliverable in Luminary. Each upload initiates a three-part process that transforms static documents into actionable insights:

1. Document Summarization — Luminary reviews and condenses each document into clear, digestible, customizable summaries.

2. Data Structuring — Key information is extracted and converted into structured data points, powering estate plan visualizations and modeling.

3. Insights Generation — Luminary surfaces planning considerations and opportunities based on the documents uploaded and the data entered.

With just a few uploads, you can create a polished presentation that includes:

• A complete document inventory,

• Educational materials to help clients understand their estate structure, and

• Strategic insights that highlights considerations for their current estate plan

Step 2: Review and create the people and entities identified in the documents

How:

1. Starting from the People page, review the individuals and organizations extracted from the documents

   1. You can create them one by one by clicking "Create," create them all at once by clicking "Create all"

2. Moving on to the Estate page, review the trusts and businesses extracted from the documents uploaded in the Trusts and Businesses tab respectively

*For more detailed instructions, visit the article below:

📄 AI data extraction for entities

Why it matters:

Creating the individuals, organizations, and entities within a household transforms static information from documents into structured, dynamic data. This data powers Luminary’s ability to model and visualize your client’s estate plan.

• Individuals and organizations become trackable participants in the plan, allowing you to follow their roles and outcomes throughout the estate & family tree structure.

• Trusts and business entities represent what your client owns and how they own it, forming the foundation for diagrams, modeling, and scenario analysis.

Step 3: Add holdings

Holdings can be assets, liabilities, or insurance.

How:

Manually

1. Click the plus icon next to the entity or holding group

2. In the pop up window that appears, fill out the holding information

3. Repeat this step for the other entities and holding groups

3rd party integration

1. Click the chainlink icon next to the entity or holding group or in the top righthand corner of the Estate page

2. In the data link drop down, select the entity or account that corresponds with the entity or holding group within Luminary

Uploading balance sheet (AI driven)

1. Click the AI suggestions button on the entity where a holding has been identified

2. From the dropdown that appears, click "Holdings"

3. Review and approve the identified holding

*For more detailed instructions, visit the article below:

📄 Add holdings to trusts, businesses, and holding groups

📄 AI balance sheet

Why it matters:

Adding holding information provides a clear picture of what your client owns and how they own it. Connect your client's assets to their estate plan & goals, for productive and insightful conversations.

Level 1 client deliverables

Below is an overview of the various deliverables you can achieve listed to match the order outlined above.

• Client education material

• Document summaries

• Luminary Insights

• Family tree

• Balance sheet

How to Present Level 1 deliverables

For more information on how to pull these slides into a client presentation, visit the article below:

📄 About the client presentation builder

For samples of the level 1 client presentation, visit the article below:

📄 Sample Presentations