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About Professional Services

EVP Systems’ Professional Services is the perfect solution for people who need the world-class evaluations that only EVP Office can provide, but don’t have the time to run them themselves. Just send us the estate and we’ll run the reports for you!

Request a portfolio evaluation from Professional Services.

No software to install, no research to do, no typing CUSIP after CUSIP; it’s like hiring a great personal assistant, one estate at a time. Send the details, and we’ll send back a complete, accurate, ready-to-file report—often in just a few hours. A full list of fees and discounts is available.

You should also read the Professional Services Usage Agreement, which describes the scope of work and other details about our evaluation service.

Posted on June 30, 2020 • Tagged with Professional Services

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Things You Should Know

  • Join EVP Systems at Heckerling’s Diamond Anniversary on January 8, 2026
  • Happy Holidays from EVP Systems! on December 17, 2025
  • Good to Know: Reports on April 9, 2025
  • EVP Systems at Heckerling 2025 on January 8, 2025
  • Happy Holidays from EVP Systems! on December 9, 2024
  • Fee Changes for 2025 on November 1, 2024
  • We’re Going to Disneyland—for NAEPC 2024! on October 18, 2024
  • CrowdStrike BSOD and EVP Systems
  • EVP Office 9.1.3 Now Available on July 18, 2024
  • EVP Office 9.1.0: Now Available, Featuring Name Preview on January 8, 2024

Don’t let death and taxes ruin your day!

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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.

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