On January 1, 2025, a new fee schedule for EVP Systems products—EVP Office, EVP Everywhere, EVP Upload, and Professional Services—will go into effect. The details are below. We are always reluctant to raise our prices, but this is only the fourth change in two decades.
Our Discount Schedule remains unchanged, and we charge every client according to the same rate sheet. There are no special deals or contracts, there is no charge for opening or maintaining an account, software upgrades, or technical support, and there are no monthly minimums.
EVP Office: EstateVal, GiftVal, CostBasis
| Application | Evaluation | Domestic | Foreign |
| EstateVal | Date of Death | $2.65 | $6.60 |
| EstateVal | Alternate Date | $2.65 | $6.60 |
| GiftVal | Date of Gift | $2.65 | $6.60 |
| CostBasis | Cost Basis | $1.45 | $5.40 |
| EstateVal | Distribution Date | $1.45 | $5.40 |
| EstateVal | Appraisal Date | $1.20 | $5.15 |
| EstateVal | Research | $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.
EVP Everywhere and EVP Upload are billed at the same rate as EstateVal for the same items.
EVP Office: CapWatch
| Action | Cost |
| List of Companies | Free |
| List of Actions | $1.20 |
| Details of Action | $1.20 |
Professional Services Fees
| Service | Cost |
| Security Evaluation | $6.60 / security |
| Security Research | $6.60 / security |
| Security Identifier Look-Up | $0.50 / identifier |
| Return via E-mail / USPS / Fax | Free |
| Return via FedEx | $15.00 / report |
Discounts
| Monthly Total | Discount |
| $0.00 – $1,000.00 | — |
| $1,000.01 – $2,000.00 | 15% |
| $2,000.01 – $5,000.00 | 20% |
| $5,000.01 – $10,000.00 | 25% |
| $10,000.01 – $20,000.00 | 30% |
| $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.
| If you have any questions or comments about our updated fees, please feel free to contact our Support Department, at (818) 313-6300 or support@evpsys.com. We value your business and will do everything possible to continue to provide the fastest, most accurate, easiest-to-use, and least expensive historical securities pricing for estate- and gift-tax purposes. Thank you for using EVP Systems! |