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How One Sports improved financial advising with seamless estate planning

"eState Planner lets me set up my clients for success by making estate planning easier, faster, and more personalized."

Rick Weiss
Senior Estates Planning Consultant, One Sports

Rick Weiss from One Sports, in a professional attire

About One Sports

For Rick Weiss, discovering eState Planner was a turning point in his 37-year financial advisory career. As a Senior Estates Planning Consultant at One Sports—a wealth management firm that focuses on the unique needs of professional athletes, he knew his high-profile clients needed comprehensive estate planning.

But, like many financial advisors, he struggled to integrate it effectively into his practice. That changed when he found a tool that transformed estate planning from a complex burden into a revenue-generating cornerstone of his business.

eState Planner allowed Rick to simplify how he manages multiple clients, streamline communication with legal teams as a financial planner, and visualize complex estates with clarity. It wasn’t just about saving time; it was about offering the kind of client personalization that transformed the entire experience.

When I found eState Planner, it felt like the Bible opened up. I had something I could use!

- Rick Weiss, Senior estates planning consultant, One Sports

The chaos and inefficiencies of managing multiple high-profile estates

Rick struggled with two major challenges as a financial planner working on estate planning that complicated his ability to serve his clients effectively:

Broken communication channels: Without a single, centralized system, Rick struggled to coordinate estate planning effectively with clients and their legal teams. Delays and misunderstandings were frequent, frustrating everyone involved and slowing down the planning process.

Paperwork chaos: Juggling forms and questionnaires from multiple institutions made it nearly impossible to stay organized. Each one had its own set of questions, creating a chaotic mess that was prone to errors.

All these disconnected pieces made Rick’s job harder and slower, leaving little room to provide the level of personalized service his clients needed. The system was fractured, and Rick was drowning in the details.

eState Planner helped me retain clients and get referrals. It makes complex topics much easier to explain." 

- Rick Weiss, senior estates planning consultant, One Sports

How eState Planner made estate planning more efficient for advisors and their clients

For Rick, eState Planner was a game-changer. What had once been a chaotic and disjointed process became manageable with the platform’s intuitive system and visual output tools. It transformed Rick's practice in a few key ways:

Client intake that simplifies everything

eState Planner consolidated all the client information Rick needed in one place through its comprehensive Client Questionnaire, giving him a clear overview of everything from family dynamics to asset allocations.

Rather than dealing with endless back-and-forth emails or piles of paperwork, Rick can quickly gather all relevant information in one go, including all the essential details about the client’s assets, family members, and specific estate planning goals. This saves him time and helps him capture every important detail to keep his clients’ estate planning on track.

Mapping complex family dynamics using a family tree

eState Planner’s Family Tree feature allowed Rick to input and visualize complicated family structures of his clients, from parents and children to spouses, ex-spouses, guardians, and beneficiaries. This visual representation made discussions about guardianship, executor duties, and inheritance clearer and much more understandable for his clients.

The family tree allows me to put everyone on one sheet—tell me about your partner, your boyfriend, your grandmother—and we’ll figure it out from there. We’ll cross them off as we go.

- Rick Weiss, One Sports

With a clear visual of family relationships, the estate planning process became more transparent and easier for both Rick and his clients to navigate.

a screenshot of eState Planner's document portal

Family trees dynamically created by eState Planner allow advisors to see and share clients' family structures.

Turning estate plans into easy-to-understand graphics

eState Planner’s Scenarios Graphic Summary simplifies the complexity of estate planning by visually mapping out asset distribution across three key scenarios: "Surviving Spouse," "Descendants Only," and "No Descendants." This tool presents how assets will be allocated in each case, giving clients a clear and intuitive view of their estate plan.

This level of clarity makes it easy for Rick’s clients to see the impact of different scenarios, giving them the confidence that their wishes will be carried out with transparency and precision. By using this tool, Rick mentioned that presenting complex estate plans became a straightforward and accessible process.

a screenshot of eState Planner's document portal

eState Planner's graphic summaries help financial advisors and their clients understand the estate plans created.  

The impact of eState Planner on One Sports

Rick was able to turn the estate planning process by using eState Planner, making it clearer and more personalized for his high-profile clientele of athletes and sports professionals. The platform's visual summaries and centralized client data allowed Rick to focus on meaningful, heart-to-heart conversations with his clients, instead of getting bogged down in paperwork.

“It’s helped me retain clients and get referrals,” says Rick. “eState Planner makes complex topics like choosing an executor or managing unique assets like Stanley Cup rings much easier to explain."

Enhanced client retention: Clients appreciated the platform’s clear, visual summaries. This led to stronger relationships and more referrals.

Effective lawyer collaboration: eState Planner's graphic summaries simplified communication. This got rid of misunderstandings and improved workflow with lawyers.

Significant time savings: The platform’s automation reduced administrative tasks, freeing up more time for personalized client service.

A future-forward approach to estate planning

For financial advisors looking to grow their practice, Rick's experience shows how the right tools can make estate planning both manageable and profitable. With eState Planner, he transformed his practice by streamlining client management, improving communication with legal teams, and delivering clear visual estate plans that his clients understand.

For financial advisors and planners, Rick’s advice is clear: Pay attention to the details,” and let technology like eState Planner take care of the rest. By doing so, you’ll not only improve your processes but also deepen the connections you have with your clients, making estate planning more accessible and impactful.

Ready to elevate your practice? Book a demo to see how eState Planner can improve your estate planning practice.

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