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

Leyla Munden

Paralegal

Matt Fallon

Operations Manager

Sarah Weldon

Director of Branding & Logistics

Aspen Cashin

Director of Strategic Implementation

Riann Hamblin

Legal Processor

Zori Davis

Legal Assistant

Caitlin Gonzalez

Client Coordinator

Bobbi Clark

Entity Compliance Coordinator

Donna Pocano

Client Coordinator

Toby Tigges

Attorney

Wendy Jerdon

Senior Review Attorney

Harmony Durfee

Deputy Managing Attorney

Colleen Manley

Senior Retiring Attorney

Samuel Kelsall IV

Senior Retiring Attorney

Brandon Moon

Attorney