Meet the Team
Our office takes a team approach to bring you professional estate planning documents and services. For the past 30 years, we have helped our clients save billions and billions in estate taxes. In addition to helping with tax savings, we take pride in working together with you to create jurisdictionally independent and portable estate planning documents, so that wherever life may take you, your estate planning documents work for you.
Rick Durfee
Founder & Managing Attorney
Michael Koberlein
Partner Attorney
Wendy Jerdon
Senior Attorney
Colleen Manley
Senior Attorney
Harmony Durfee
JD Paralegal
Norris Lozano
Senior Tax Attorney
Toby Tigges
Associate Attorney
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Samuel Kelsall IV
Senior Attorney
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Kim Johnson
Paralegal
Leyla Munden
Legal Assistant
Riann Hamblin
Processor
Matt Fallon
Operations Manager
Sarah Weldon
Business Development Manager
Aspen Cashin
Education Coordinator
Taylor Johnson
Entity Compliance Administrator
Tiffany Dookharan
Client Coordinator
Zori Davis
Intake Specialist