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Main Content

  • Fee Changes for 2025

    Starting January 1, 2025, EVP Systems will be changing its prices.

    Fee Changes for 2025
  • Good to Know: The Grid

    Good to Know features about the grid in EstateVal, GiftVal, and CostBasis.

    Good to Know: The Grid
  • A Brief Introduction to EstateVal

    In two and a half minutes, Bob, Susan, and Linda explain EstateVal, and how it can help with every aspect of your estate-tax securities valuations.

    A Brief Introduction to EstateVal

WHAT WE DO: Ready-to-file estate tax and gift tax evaluations for IRS Form 706 and 709, for stocks, bonds, mutual funds, currencies, crypto and much more.

HOW WE DO IT: On your Windows desktop with EVP Office, through our concierge Professional Services, or integrated into your systems with EVP Everywhere or EVP Upload.

Need Help?

Need Help?
Get free help from our Support Department from 7:30am - 4:30pm, every day the NYSE is open, at support@evpsys.com or (818) 313-6300.

Upgrade Today!

Upgrade Today!
The latest release of EVP Office, including EstateVal, is now available for all versions of Windows, and always for free. Download it today.

About Us...

About Us...
All the details about our company, products, and services, including EVP Office, Professional Services, EVP Everywhere, and EVP Upload.

Get a Free Account Today

EVP Systems accounts are free, with no sign-up fees, no monthly minimums, and no upgrade charges, ever. You only pay for the evaluations you run.
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Latest News

Fee Changes for 2025

Starting January 1, 2025, EVP Systems will be changing its prices.

·

We’re Going to Disneyland—for NAEPC 2024!

EVP Systems is attending NAEPC 2024, at Disneyland—stop by once you’re tired of the rollercoasters!

·

EVP Office 9.1.3 Now Available

EVP Office 9.1.0: Now Available, Featuring Name Preview

EVP Systems at Heckerling 2024

Happy Holidays from EVP Systems!

Full Archive

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 40 years.

Get in Touch

1531 Chapala St., #1
Santa Barbara, CA 93101
(818) 313-6300 • FAX: (818) 313-6313
support@evpsys.com
sales@evpsys.com
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