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

Samuel Kelsall IV

Senior Attorney

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