How to Choose the Right Image for Your leafplanner Resources

How to Choose the Right Image for Your leafplanner Resources

Adding images to your Resources—whether family members, properties, collectibles, or other important assets—brings clarity and context to your leafplan. A thoughtfully selected photo can make your leafplanner more visual, relational, and meaningful.

What Are Resource Images?

Resource images are photos or visuals associated with Resources in each of your leafplan's sections. These could include:

• Family members

• Properties (homes, vacation houses, rental properties)

• Personal assets (artwork, jewelry, collectibles)

• Entities (LLCs, trusts, foundations)

• Vehicles, boats, or aircraft

• And more...

While optional, resource images help you and your collaborators recognize and connect with each resource more intuitively—especially as your plan becomes more complex.

Recommended Image Size and Orientation

The recommended size for resource images is 600 x 300 pixels, which corresponds to a 2:1 aspect ratio (landscape orientation).

Landscape Images (Best Fit)

• Display cleanly and consistently across devices

• Are less likely to be cropped or distorted

• Ideal for photos of real estate, vehicles, and wide-angle shots of family events or gatherings

Portrait Images (Still Supported, But May Be Cropped)

• Common for family members (e.g., headshots or portraits)

• Currently centered within the landscape frame, which may lead to vertical cropping or extra space on the sides

• Can still be used effectively, but may require editing or repositioning for best results

Tips for Choosing the Right Image

• Use landscape-oriented images when possible for optimal display

• If uploading a portrait, center the subject and include some background space to avoid cropping

• Prioritize clear, high-resolution photos

• For assets, real-life photos are often more meaningful than logos or stock images

• For people, select images that reflect personality, legacy, or memory—not just a formal headshot

What’s Coming Soon?

We’re actively working on enhancements to make the resource image experience more flexible and intuitive. Here’s what’s on the roadmap and under consideration:

Cropping & Scaling Tools

• Better control over how your image displays

• Ability to preview and adjust during upload

New 1:1 Profile Image Option

• Especially useful for family members and people-based resources

• Allows you to upload a square (1:1) profile image in addition to the 2:1 landscape image

• Better supports traditional portraits and headshots

How to Upload or Change a Resource Image

1. Navigate to the Resources section in your leafplan

2. Select the resource you’d like to update

3. Click “Edit”

4. Upload your image under the image field

5. Save your changes

That’s it! Your resource image will now display across your leafplan where applicable.

As always, we welcome your feedback as we continue to evolve the platform to best meet the needs of our client families and advisors.

If you have questions or need assistance, feel free to reach out to our support team.