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Fees and Discounts

EVP Systems has no sign-up fees, monthly minimums, software upgrade charges, or hidden costs. All support is free. You are only billed when you run evaluations.

Invoices are sent monthly, via either the post or e-mail, and can be paid by check or ACH transfer. E-mailed invoices can optionally have Summary or Detailed breakdowns of usage attached, as a spreadsheet. If you have questions, please contact our Billing Department at billing@evpsys.com.

EVP Office Fees

EstateVal, GiftVal, CostBasis

ApplicationEvaluationDomesticForeign
EstateValDate of Death$2.65$6.60
EstateValAlternate Date$2.65$6.60
GiftValDate of Gift$2.65$6.60
CostBasisCost Basis$1.45$5.40
EstateValDistribution Date$1.45$5.40
EstateValAppraisal Date$1.20$5.15
EstateValResearch$1.20—

All prices are per security evaluated. Each foreign security valuation is priced the same as its domestic equivalent plus a $3.95 surcharge, and these are reflected on the invoice as separate billed items. All Collateralized Mortgage Obligation (CMO) evaluations have a flat fee of $6.60. American Depository Receipts (ADRs) are priced as domestic securities.

CapWatch

ActionCost
List of CompaniesFree
List of Actions$1.20
Details of Action$1.20

Professional Services Fees

ServiceCost
Security Evaluation$6.60 / security
Security Research$6.60 / security
Security Identifier Look-Up$0.50 / identifier
Return via E-mail / USPS / FaxFree
Return via FedEx$15.00 / report

Discounts

Monthly TotalDiscount
$0.00 – $1,000.00—
$1,000.01 – $2,000.0015%
$2,000.01 – $5,000.0020%
$5,000.01 – $10,000.0025%
$10,000.01 – $20,000.0030%
$20,000.01 +35%

The Monthly Total is determined on a firm-wide basis and applied to each of a firm’s accounts, even if they did not individually spend that much.

Last updated: January 1, 2025

Posted on January 1, 2023 • Tagged with Pricing

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Things You Should Know

  • Good to Know: Reports on April 9, 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
  • EVP Systems at Heckerling 2024 on January 3, 2024
  • Happy Holidays from EVP Systems! on December 11, 2023
  • EVP Systems at the California Probate Referees Conference on November 30, 2023
  • Join us at NAEPC 2023 on November 11, 2023
  • Good to Know: The Grid on August 23, 2023
  • Announcing Fee Changes for 2023 on October 7, 2022
  • "Single Broker Quotes" Available Again on April 14, 2022
  • EVP Systems Prepared for Russia / Ukraine Conflict on March 14, 2022
  • Expat and Open Source at EVP Systems on March 1, 2022
  • EVP Office 9.0.1 Offers Built-In Calculator, More Crypto, New Export on February 8, 2022
  • Jack Barthel, 1937 - 2021 on January 19, 2022
  • EVP Systems Unaffected by log4shell and Associated Vulnerabilities on December 13, 2021
  • EVP Office 9: Something Big! on October 13, 2021
  • EVP Office 8.5.3: Secure by Default on July 13, 2021
  • Ready for Windows 11 on July 2, 2021
  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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.

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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