What's in it for you as an attorney.
This isn't a sales pitch. It's a professional conversation about whether a structured referral relationship makes sense for your practice and your clients.
A dedicated referral partner, not a directory listing
Christian works with a handful of attorneys, not hundreds. When you refer a client, they get his personal cell, not a call center. Your name carries weight because his capacity is limited.
Your legal work actually gets executed
The biggest threat to your estate plan isn't bad drafting. It's the 18 months after the death certificate when no one is managing the financial execution. Christian is that person.
Your clients thank you for the introduction
When a widow has someone handling the banks, the retitling, the Prop 19 deadlines, and the emotional 9pm calls, she credits you for connecting them. That's practice-building goodwill you can't buy.
No competition, just collaboration
Christian never drafts documents, interprets trusts, or offers legal advice. He is a financial planner who picks up exactly where you leave off. Your billing, your relationship, your client. Protected.
Meet Christian Amsberry
"Christian has been a great resource for my clients and for me."
— Justin Hedemark, Esq. · Estate Planning & Probate Attorney, San Francisco
Christian works exclusively with recently widowed women in the Bay Area.
Christian works with a few hand-selected attorneys he trusts to have the best interest of the widow at heart. If your practice serves families where a surviving spouse will need hands-on financial guidance after a death, this relationship is built for you. If that's not your client base, this probably isn't the right fit, and that's okay.
- ✓ Sits beside the widow during the hardest 18 months of her life, managing every financial task so she doesn't make decisions in grief
- ✓ Calls banks, retitles accounts, coordinates deed recordings, updates beneficiary designations, and files benefit claims
- ✓ Manages Prop 19 reassessment timelines before deadlines expire and property tax consequences become permanent
- ✓ Coordinates with your office on trust funding, sub-trust activation, and Form 706 data gathering
- ✓ Handles evening phone calls personally rather than letting it fall on your firm
What Christian is hoping to accomplish.
This is not a sales call. Christian is building a small, vetted network of attorneys he trusts. Here's what he's looking to get out of this conversation.
Understand your practice and your clients
Christian wants to know who you serve, how your estate plans are structured, and what happens to your clients after the plan is signed. This helps him determine if his service model genuinely adds value to your work.
Show you exactly how the referral relationship works
How introductions are made, how communication flows between his office and yours, what reporting you receive, and how your client relationship stays fully protected throughout.
Determine mutual fit, honestly
Christian only works with a small number of attorneys. He needs to know that your client base aligns with his expertise and that you're someone he'd trust to refer families to. This goes both ways.
Explore what a long-term partnership looks like
If there's alignment, the goal is to build a lasting professional relationship, not a one-time referral. He wants attorneys who care deeply about post-plan execution and client outcomes.
He walked away from the traditional path to build this deliberately.
Christian didn't add widows as a niche to a generalist practice. He left the conventional advisory model entirely to build Concierge Wealth around helping widows be protected during the hardest period of their lives.
Fifty families, a widow-focused practice structure, and an understanding that trusted professionals beside him are essential to doing this work right. That's it.
Schedule your 30-minute
networking call
Christian Amsberry is a financial advisor. This page is for informational purposes only and is directed to licensed legal and financial professionals. Nothing here constitutes legal advice or a solicitation of investment advisory services. Christian Amsberry is not a licensed attorney or CPA. The resources provided are educational tools for professional use and do not constitute the practice of law. Asset custody held at Charles Schwab and Fidelity Investments.
What's in it for you as an attorney.
This isn't a sales pitch. It's a professional conversation about whether a structured referral relationship makes sense for your practice and your clients.
A dedicated referral partner, not a directory listing
Christian works with a handful of attorneys, not hundreds. When you refer a client, they get his personal cell, not a call center. Your name carries weight because his capacity is limited.
Your legal work actually gets executed
The biggest threat to your estate plan isn't bad drafting. It's the 18 months after the death certificate when no one is managing the financial execution. Christian is that person.
Your clients thank you for the introduction
When a widow has someone handling the banks, the retitling, the Prop 19 deadlines, and the emotional 9pm calls, she credits you for connecting them. That's practice-building goodwill you can't buy.
No competition, just collaboration
Christian never drafts documents, interprets trusts, or offers legal advice. He is a financial planner who picks up exactly where you leave off. Your billing, your relationship, your client. Protected.
Meet Christian Amsberry
"Christian has been a great resource for my clients and for me."
— Justin Hedemark, Esq. · Estate Planning & Probate Attorney, San Francisco
Christian works exclusively with recently widowed women in the Bay Area.
Christian works with a few hand-selected attorneys he trusts to have the best interest of the widow at heart. If your practice serves families where a surviving spouse will need hands-on financial guidance after a death, this relationship is built for you. If that's not your client base, this probably isn't the right fit, and that's okay.
- ✓ Sits beside the widow during the hardest 18 months of her life, managing every financial task so she doesn't make decisions in grief
- ✓ Calls banks, retitles accounts, coordinates deed recordings, updates beneficiary designations, and files benefit claims
- ✓ Manages Prop 19 reassessment timelines before deadlines expire and property tax consequences become permanent
- ✓ Coordinates with your office on trust funding, sub-trust activation, and Form 706 data gathering
- ✓ Handles evening phone calls personally rather than it falling on your firm
What Christian is hoping to accomplish.
This is not a sales call. Christian is building a small, vetted network of attorneys he trusts. Here's what he's looking to get out of this conversation.
Understand your practice and your clients
Christian wants to know who you serve, how your estate plans are structured, and what happens to your clients after the plan is signed. This helps him determine if his service model genuinely adds value to your work.
Show you exactly how the referral relationship works
How introductions are made, how communication flows between his office and yours, what reporting you receive, and how your client relationship stays fully protected throughout.
Determine mutual fit, honestly
Christian only works with a small number of attorneys. He needs to know that your client base aligns with his expertise and that you're someone he'd trust to refer families to. This goes both ways.
Explore what a long-term partnership looks like
If there's alignment, the goal is to build a lasting professional relationship, not a one-time referral. He wants attorneys who care deeply about post-plan execution and client outcomes.
He walked away from the traditional path to build this deliberately.
Christian didn't add widows as a niche to a generalist practice. He left the conventional advisory model entirely to build Concierge Wealth around helping widows be protected during the hardest period of their lives.
Fifty families, a widow-focused practice structure, and an understanding that trusted professionals beside him are essential to doing this work right. That's it.
Schedule your 30-minute
networking call
Christian Amsberry is a financial advisor. This page is for informational purposes only and is directed to licensed legal and financial professionals. Nothing here constitutes legal advice or a solicitation of investment advisory services. Christian Amsberry is not a licensed attorney or CPA. The resources provided are educational tools for professional use and do not constitute the practice of law. Asset custody held at Charles Schwab and Fidelity Investments.
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