About dispositions in Luminary
Last updated: October 26, 2025
Dispositive Provisions in Luminary drives visualizations of how assets flows after death. This data that is collected at the entity or individual level. Dispositive provisions specify what happens to an entity, account, or trust upon the death of the primary clients in a household.
Note: “Dispositive provisions” and “dispositions” are used interchangeably in Luminary.
Accessing dispositions
Dispositive provisions can be accessed in three locations:
Within the overview page of each entity
On the Dispositions tab on the Estate section
For Luminary Pro users, you can access dispositions from the waterfall side panel
Luminary tip: We recommend using the diagram view for the first time you are entering dispositions, as you can easily see how the information entered impacts the flowchart diagram.
Once you get the hang of the pattern, we suggest using the Dispositions tab, under the Entities page to quickly enter dispositions for each eligible entity.
Getting started with dispositions:
📄 Entering dispositions for entities
📄 Create a disposition Template
💡When to use dispositions vs. current access
Dispositions determine the distribution patterns for a specific death event. You can choose either death order to map dispositions for.
Current access of an entity represent an individual or organization that are able to receive assets or distributions from the entity currently, prior to the grantor’s death.
Common use cases for the "Current access" feature include:
Receiving income generated by the trust (e.g., interest, dividends, or rent).
Having the right to use trust property (e.g., living in a home owned by the trust).
Receiving principal distributions as outlined in the trust’s terms.
Are you modeling a common distribution pattern? Use “Templates” to fast track entering dispositions, using Luminary’s selection of common distribution patterns (such as A/B trusts).