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Legal and Compliance Documents

These documents define Estate Valuations & Pricing Systems‘ processes, procedures, and policies and may be used to address the legal and compliance requirements of our clients. A ZIP file of all the documents can be downloaded.

Company Information

  • Brief Description
  • Personally Identifiable Information Statement
  • Ethical, Legal and Regulatory Policy (formerly Ethics Policy)
  • Vendor and Subcontractor Management Policy
  • Business Process and Change Management Policy
  • AICPA-SOC Compliance Information
  • Corporate Social Responsibility Statement
  • Client Complaint Process

Security Information

  • Information Security Policy
  • Security Incident Response Policy
  • Intrusion Detection and Audit Process
  • Asset Management Policy
  • Risk Discovery and Contingency Planning Process
  • Internet Vulnerability Responses
  • Security Hygiene Guidelines

Data Information

  • Data Quality Process
  • Data Privacy Statement
  • Data Flow, Data Sources and Valuation Methodology

Infrastructure and Development Information

  • Disaster Recovery and Business Continuity
  • Software Development Process
  • Infrastructure Change Process
  • Infrastructure Capacity and Monitoring
  • Patch Management Process
  • Voluntary Product Accessibility Template (VPAT)

Human Resources Policies

Our HR policy documents—including on-boarding, termination, and non-disclosure information—are available on an as-needed basis. Please contact compliance@evpsys.com for them.

License and Usage Agreements

  • EVP Office License Agreement
  • Professional Services Usage Agreement
  • EVP Everywhere Usage Agreement
  • EVP Upload Usage Agreement

Our DUNS Number is 85-862-3986.

Other information is also available, but not generally public. If you need additional documentation, please contact our Compliance Department at compliance@evpsys.com.

Posted on June 30, 2020 • Tagged with Compliance

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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

EVP Systems: Trusted for over 40 years!

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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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