EVP Systems is heading to Seattle! We’ll be exhibiting at the 71st Annual Estate Planning Seminar, hosted by the Estate Planning Council of Seattle, on November 5–6, 2026, at the Sheraton Grand Seattle.
Stop by Booth 29 to meet our President, Michael A. Walker, Ph.D., and our CFO, Keely Ryan. The exhibit hall is open Thursday, November 5, from 7:00 a.m. to 5:00 p.m., and Friday, November 6, from 7:00 a.m. to 1:00 p.m. We’ll also be at the Thursday networking social from 4:30 to 5:30 p.m.
We’ll be showing two things:
Extract from File. Upload a brokerage or trust statement (PDF, Excel, Word, CSV, text, or even a JPG or PNG) and EstateVal, GiftVal, and CostBasis fill the grid for you. You can even have the grid read aloud while you check it against the original.
A first look: connecting AI assistants to EstateVal. With MCP, the Model Context Protocol, an open standard that lets AI assistants such as Claude, ChatGPT, and Copilot work with other software, you can run a valuation by conversation. Ask for a date-of-death valuation, review the values before the report runs, make corrections, and run the report, all by typing or talking.
Whether you use EstateVal, GiftVal, CostBasis, or CapWatch today, or are just curious, we’d love to hear how you work and what you’d like to see next. Bring your questions, compliance and documentation requests, and ideas for EVP Office. We’ll have some EVP swag at the booth, too, while supplies last.
See you in Seattle!