Meet the Team

Our office takes a team approach to bring you professional estate planning documents and services. For the past 40 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

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

Peyton Neimeier

Legal Assistant

Zori Davis

Paralegal

Christine Stanley

Legal Processor