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