Subject: Shannon Springs — documents needed to complete [Trust/Estate name] royalty audit Dear [Name], Thank you for sending [operator remittance / check stub / prior file] for [Trust or estate name], check [####] from [Operator name]. We have started our review. We do not yet have everything required for a complete forensic audit of this remittance. Until the items below are on file, our work product will be labeled preliminary and will not include full lease reconciliation, cumulative exposure, or spacing/pooling conclusions we would normally stand behind for the trust record. WHAT WE RECEIVED - [e.g., Summary mailer PDF — 2 wells shown on stub] - [e.g., Prior Advisor Review for check ####, if any] WHAT WE STILL NEED (delete rows that do not apply) Per-well remittance detail (EnergyLink / Enverus export preferred) Why: Summary mailers often omit wells, fees, and tax lines needed to reconcile each interest. Lease, division order, or pooling order for [Section/Township/Range or well names] Why: Deduction allowability, royalty rate, and NRI cannot be verified without governing terms. Prior remittances for the same operator/well(s), if available Why: Cumulative exposure and recurring-fee patterns require a short history, not a single check. Correct payor name / account if the operator uses multiple remittance entities Why: Ensures we audit the canonical statement and do not duplicate work under an alternate label. Trust consolidation note, if interests were recently combined Why: Combined decimals may change how we map wells and quote ongoing monitoring. WHAT WE CAN DELIVER NOW (optional) If you prefer not to wait, we can issue a limited preliminary memo describing what the remittance shows on its face, regulatory cross-checks where API numbers are present, and an explicit list of gaps. That memo is suitable for internal follow-up — not as a final trust-file audit. WHAT A COMPLETE AUDIT INCLUDES Once the missing items are received: normalized reconciliation against your lease registry, fee/pricing/tax flags, spacing/pooling review where GIS data applies, sealed forensic report with evidence appendix, and a one-page Advisor Review for the trust file (white-label under your firm name if requested). FEE NOTE Our per-well initial audit is quoted after document review. With the documents above, this engagement would likely fall in the [Document-ready $500 / Standard $750–1,000 / Extended $1,250–1,500] tier. We will confirm the tier in writing before billing. HOW TO SEND DOCUMENTS After we confirm engagement, you will receive a Shannon Springs reference (SS-YYYY-####) and secure intake instructions. Preferred method: password-protected ZIP to markgrigsby@msn.com with the password sent separately (phone or second email). Full details: https://shannonsprings.com/#secure-intake Please do not upload trust records to public file-sharing sites without prior arrangement. If any records are held by the beneficiary, heir, or prior trustee, we can provide a short document request list for you to forward. We will not contact the royalty owner directly unless you ask us to. Please let us know whether you would like us to hold until documents arrive, or proceed with a preliminary memo in the meantime. Respectfully, Mark E. Grigsby Shannon Springs Shannon Springs Forensic Mineral Accounting 7661 McLaughlin Rd, Suite 2010, Falcon, CO 80831 markgrigsby@msn.com 719-290-1780