Effective immediately, Kelly Legacy Institute is entering its next phase of institutional expansion. Over the past months, the curriculum, structure, and governance standards of this School have matured significantly. As a result, membership pricing will be adjusted to reflect the institutional depth and structured instruction provided within this Institute. Current members will retain their Founding Member rate of $33/month permanently. New member enrollment will transition to $97/month. This adjustment reflects: • Structured curriculum progression • Weekly institutional briefings • Governance-focused instruction • Ongoing development of fiduciary discipline Kelly Legacy Institute is not built for mass appeal. It is built for institutional competence. Those already inside are positioned well. Capacity determines consequence.

Kelly Legacy Institute Topic: Standard of Care & Record Preservation From the Office. A fiduciary does not act casually. A fiduciary acts with: • Duty of Loyalty • Duty of Care • Duty of Impartiality • Duty to Preserve Record The Standard of Care is not emotional. It is measurable. When acting as Trustee, Manager, or Authorized Representative: 1. Every transaction must have purpose. 2. Every disbursement must have authority. 3. Every decision must be traceable to governing instrument. 4. Every action must be defensible on record. Maxim: “He who acts in a fiduciary capacity must act in good faith and with reasonable prudence.” Record Preservation Rule: If it is not documented, it did not occur. This week’s focus: Audit your structure. • Is your LLC operating agreement current? • Does your trust reflect actual asset transfers? • Are distributions recorded as distributions — not withdrawals? • Is capacity clearly separated in your signatures? Remember: Individual capacity exposes. Fiduciary capacity administers. Silence creates presumption. Documentation rebuts presumption. Operate accordingly. — From the Office Kelly Legacy Institute