Dear APPRAISE Client,

We hope this communication finds you in good health.

We recently conducted our quarterly account review and you are on our list.

The purpose of these quarterly reviews/previews is fourfold:

1. Review what we accomplished in the past three months.
2. Preview what we intend to do in the coming quarter.
3. Survey our clients so we can serve you better.
4. Verify our records are accurate and ensure we exceed your expectations.

Listed below are what we accomplished this past quarter for our clients and subscribers:

• In celebration of our FORTIETH ANNIVERSARY, we launched a brand new website which you can get to by clicking HERE. It has an extensive self help section.

• We released a mandatory upgrade to our APPRAISE software. The latest version is 8.1.0 and you can learn more about it by clicking HERE.

These are our goals for the coming quarter:

• We are exhibiting at the "59th Annual Heckerling Institute on Estate Planning." It is a good opportunity to meet our clients and stay current on the issues and trends impacting the trusts and estates industry.

• We are adding transactions, for example sales, to alternate date of death valuations in webappraise.

We want to serve you better. Please take our one question survey:

• The question for this quarter is: "Please rank (1 is highest) your preferred method to receive communication from us?" You can take the survey by clicking HERE.

Finally, let's verify our records and ensure we exceed your expectations.

Please review the the following four questions:

1. Are you the correct recipient of this email?
2. Are there any other people who should receive our emails?
3. Is there anything else you would like to speak with us about? We are here to listen. You can either reply to this email or call us at 201.784.8500 x103.
4. Do you receive our weekly "Industry News & Helpful Hint" eNewsletter?

Thank you for the privilege of serving you.