Independent mineral interest audits for trustees, CPAs, family offices, estate attorneys, and mineral owners

Duty of care

When “the operator sent a statement” is not a trust-file answer

Shannon Springs, LLC is an independent, software-backed forensic mineral auditing practice — local asset intelligence, human-reviewed deliverables, and approval gates before any operator contact. We document whether mineral remittances match lease terms, allowable deductions, and market pricing — with an Advisor Review summary and sealed evidence you can retain for the trust or family file. We work with your firm or with you directly — never for the operator. Client data is processed on a private, locally controlled system — not uploaded to public cloud platforms.

Clients

Who we serve

• Trustees & trust officers

  Documented oversight for beneficiary questions, trust-file retention, and operator inquiry — with nothing sent to an operator without your sign-off.

• CPAs & family offices

  White-label Advisor Reviews and audit reports under your firm name. Per-well pricing that scales with check size, not a flat fee that prices out fractional interests.

• Mineral owners & families

  Direct engagement when you hold scattered interests, inherited decimals, or a box of operator mail you have never fully organized — with independent reconciliation.

• Estate & trust attorneys

  Independent forensic back-end when clients consolidate scattered Oklahoma decimals — cumulative exposure, pooling flags, and landman proposal scoring when leases arrive.

How it works

How independent reconciliation works

What you provide · what we organize · what you receive · ongoing surveillance · where you stay in control

1. Intake Send what you have — the tub of random operator mail, deed copies, lease folders, check stubs, division orders, and probate exhibits. No pre-sorting required. After engagement is confirmed, materials are delivered through our secure intake process — never via this website form. We scan, index, and organize your documentation into an electronic file matched to wells, legal descriptions, and operators.
2. Parse & match Remittances and supporting records are normalized and matched to your lease registry — operator, well, net revenue interest, and deduction rules on file.
3. Forensic audit We independently reconcile each remittance against lease terms and public regulatory records — post-production deductions, affiliate gas pricing, severance and withholding, and spacing / pooling flags. Findings are separated from operator narrative.
4. Sealed workpapers Independent forensic audit report, evidence appendix, and password-protected package for counsel or operator inquiry.
5. Advisor Review One-page summary for the trust or family file — exposure breakdown, recommended actions, and cumulative pattern when prior remittances are on file. Optional white-label under your firm name
6. Advisor approval gate We provide sample letters and operator contact messages only after your explicit sign-off. You may also copy and paste the information into your own email — nothing is sent from Shannon Springs without your approval.
7. Managing lease offers When a landman lease or amendment arrives, we independently score proposed terms against market benchmarks and help draft a counter-offer — a separate, fee-based service from remittance audits. See pricing terms.
8. Field activity monitoring For engaged inventories, we continually monitor oilfield activity across your mineral interests — new permits, pooling orders, and production in your sections, including nearby and horizontal wells. Monthly monitoring requires a completed initial audit for each enrolled well so we have a reconciled baseline and registry on file. When we see activity that may affect your royalties, we notify you. You may then authorize a triggered full audit to determine whether neighboring wells are producing, whether your interest is reflected on operator remittances, and the same independent reconciliation steps described above. Monitoring and triggered audits are priced separately — see monthly monitoring tiers.

Document security

How to send trust and remittance documents securely

This website does not accept file uploads. Sensitive trust records, operator mail, and lease files are never collected through a public web form. After we confirm scope and send a written engagement confirmation, you will receive a client reference number and instructions below.

1. Start with a plain inquiry Use the contact form or email mark@shannonsprings.com with trust/estate name, operators, and a description of what you have — no sensitive attachments yet.
2. Receive engagement confirmation We reply with scope, fee tier, and your Shannon Springs reference (format SS-YYYY-####). Do not send documents until you have this reference.
3. Send documents using one approved method Choose the option that fits your firm’s policies:
   • Password-protected ZIP (recommended) — Email your document files to mark@shannonsprings.com as a ZIP encrypted with AES-256 (7-Zip or WinRAR). Put the password in a separate channel: phone call to 719-290-1780 or a second email after the ZIP arrives. Include your reference in the subject line.
   • Encrypted email — If your firm uses Microsoft 365, Google Workspace, or Proton encrypted mail, send to mark@shannonsprings.com using your organization’s encryption option. Include your reference in the subject.
   • Physical media — USB drive or CD by insured courier to 7661 McLaughlin Rd, Suite 2010, Falcon, CO 80831. Mark the envelope with your reference only — not the trust name on the outside if your policy requires discreet handling.
4. What happens on our side Materials are copied to a private, locally controlled intake system — not public cloud storage. We organize them electronically, match them to your reference, and retain them per your engagement terms. We do not share documents with operators unless you explicitly approve a demand or inquiry.

Please do not use: unencrypted email attachments for full remittance packages, public Dropbox/Google Drive links without prior arrangement, or text messages containing account numbers or SSNs. If you are unsure which method your firm allows, ask us — we will match your compliance requirements.

For advisors: A copy-paste missing-documents email template for clients is available at sample-missing-documents-email.txt (for your internal use).

Fees

Per-well pricing

Initial audit quoted after document review; tier confirmed before work begins. Net 15. Invoices may be paid by check or ACH — we do not sell audits through a shopping cart.

Initial audit (per well)

Monthly monitoring (per well)

Step 8 above describes what this fee covers. Prerequisite: each monitored well must have a completed initial audit on file — we need a reconciled baseline and lease registry before surveillance begins. Monitoring is a surveillance fee, not a full audit every month. We independently watch your mineral inventory — producing and dormant interests — and notify you when oilfield activity may warrant a triggered audit.

When monitoring raises an alert, we notify you with context. If you authorize a triggered full audit, that work is quoted and invoiced separately (initial-audit pricing applies). The tiers below reflect how much ongoing reconciliation attention a well typically needs, based on average net remittance — not how many alerts you will receive.

Managing lease offers (add-on): Landman lease or amendment evaluation — $195 per proposal. Market scoring and counter-offer draft; advisory only, not legal advice. Quoted before work begins.

Triggered full audit: When field monitoring or an alert warrants deeper work, a triggered audit is quoted at the initial-audit tiers above — invoiced separately from the monthly monitoring fee.

Asset recovery and administrative management: Separate engagement letter — professional auditing, documentation, and administrative support to help you reclaim your own property; not a finder’s fee or sale of a property lead. Success-based professional service fees, when offered, are a percentage of net amounts you successfully reclaim through your own claim, quoted per engagement and subject to applicable state caps (Oklahoma maximum 25% under 60 O.S. § 674.1). Audit and monitoring fees are separate unless otherwise agreed. Counsel review recommended before operator demand.

Setup & add-ons: Portfolio setup $150 (waived when 3+ wells onboard together). Extra historical month (deep catch-up beyond onboarding records): $45 per well per remittance month. New operator/payor for same well mid-engagement: $75. Full fee schedule and terms are in the downloadable pricing sheet (PDF).

Downloads

Resources for advisors

Redacted samples — no client identifying information. Suitable for fiduciary outreach and introductory calls.

• Sample Advisor Review — annotated guide (PDF)
• Sample Advisor Review (redacted PDF)
• Process overview (PDF)
• Pricing sheet (PDF)
• Sample fiduciary outreach letter (PDF)
• Sample estate-attorney outreach letter (PDF)
• Asset Intelligence Brief (HTML)

Heritage

Why we are called Shannon Springs

Over a century ago, Walter and Maud Owen moved to Chickasha, Oklahoma. They lived in a house bought from the Shannons, sitting at the top of the hill overlooking Shannon Springs Park. In those days, the park featured a zoo and a prominent bridge over the lake.

This is where our founder's mother, Betty June Owen Grigsby, her sister, Jeanette Owen Smith, and the rest of the Owen family grew up. They played on that bridge, often walking the handrail—a habit that brought them great joy, even if it made Maud nervous. The photograph above is our tribute to those two girls on the bridge and their parents, Walter and Maud Owen.

Those inherited family decimals are exactly the interests we help trustees and heirs account for today.

Engagement

Contact

Tell us about the trust, estate, or mineral interest, operators on file, and what documentation you have today. We will confirm scope, quote the appropriate tier, and send an invoice — payable by check or ACH.