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

https://youtu.be/Uky6Oz1X1is?si=CB2OlEydtle4AnIM

Today inside the School, we’re breaking down the institutional anatomy of a formal Notice, line by line, section by section so you can understand not just what is filed… but how the record is constructed. Inside this PDF workshop we cover: • Document Identification• Office Header Structure• Status of the Record• Declaration of Capacity• Administrative Intent & Preservation Language This is about learning how records speak — procedurally, structurally, and administratively. 📌 Community Assignment:After reviewing, identify at least one section you’ve never paid attention to before and share why it matters in the comments. — Office of the TrusteeTamaquah Nation School of Law & JurisdictionTamaquah Nation Publications

As we prepare this week’s instructional modules, the Office of the School is opening the floor to the community. Our curriculum is built not only on structured doctrine, but on the practical needs, procedural challenges, and jurisdictional questions arising in real time among the people. If there are particular areas you would like to see addressed this week, please submit them below. Examples may include: • Jurisdiction (Subject Matter / Personal / Territorial) • Administrative Process & Notices • Debt & Credit Litigation Procedures • Trust & Fiduciary Administration • Equity vs Law Remedies • Courtroom Strategy & Record Preservation • Secured Transactions / UCC Foundations This ensures the instruction remains both academically grounded and practically applicable. Drop your topics, case scenarios, or procedural questions in the comments. The most requested and most urgent matters will be prioritized in this week’s lesson releases. -Kelly Legacy Institute

Anybody can quote the UCC. Anybody can say “no jurisdiction.” Very few can: • Trace statutory delegation • Identify ultra vires action • Preserve objections procedurally • Distinguish express from tacit consent This Institute exists for that minority. Welcome to the work.