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Hi Andrew, We are moving forward with the integration of your TrustLink Estate Core. To tailor the fiduciary workflow to your trust department, could you please provide: The primary legal trust entity and the physical location of your estate planners Projected monthly asset transfers and key beneficiary segments List of existing tech stack tools (Custodial platforms, Tax software) and accounting tools for API connectivity Mandatory regulatory compliance frameworks (e.g., IRS Gift Tax rules) and privacy standards Availability for the Distribution Logic Alignment and Trustee Portal Dry-run A TrustLink Fiduciary Architect will contact you to customize the document generation, enhance tax reporting, and polish the advisor dashboard. Regards, Mr. John Hancock VP of Estate Services | TrustLink john.h...@trustlink-wealth.com (+1) 617 555 3322 TrustLink Wealth Systems 200 Clarendon Street, Boston, MA 02116, USA Fintech | Trust | Estate Planning © 2029 TrustLink

Hi Andrew, We are moving forward with the integration of your TrustLink Estate Core. To tailor the fiduciary workflow to your trust department, could you please provide: The primary legal trust entity and the physical location of your estate planners Projected monthly asset transfers and key beneficiary segments List of existing tech stack tools (Custodial platforms, Tax software) and accounting tools for API connectivity Mandatory regulatory compliance frameworks (e.g., IRS Gift Tax rules) and privacy standards Availability for the Distribution Logic Alignment and Trustee Portal Dry-run A TrustLink Fiduciary Architect will contact you to customize the document generation, enhance tax reporting, and polish the advisor dashboard. Regards, Mr. John Hancock VP of Estate Services | TrustLink john.h...@trustlink-wealth.com (+1) 617 555 3322 TrustLink Wealth Systems 200 Clarendon Street, Boston, MA 02116, USA Fintech | Trust | Estate Planning © 2029 TrustLink

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Hi Andrew, We are moving forward with the integration of your TrustLink Estate Core. To tailor the fiduciary workflow to your trust department, could you please provide: The primary legal trust entity and the physical location of your estate planners Projected monthly asset transfers and key beneficiary segments List of existing tech stack tools (Custodial platforms, Tax software) and accounting tools for API connectivity Mandatory regulatory compliance frameworks (e.g., IRS Gift Tax rules) and privacy standards Availability for the Distribution Logic Alignment and Trustee Portal Dry-run A TrustLink Fiduciary Architect will contact you to customize the document generation, enhance tax reporting, and polish the advisor dashboard. Regards, Mr. John Hancock VP of Estate Services | TrustLink john.h...@trustlink-wealth.com (+1) 617 555 3322 TrustLink Wealth Systems 200 Clarendon Street, Boston, MA 02116, USA Fintech | Trust | Estate Planning © 2029 TrustLink