Good to Know features about the grid in EstateVal, GiftVal, and CostBasis.
Tutorials
Excel Tutorial
A quick tutorial about how to export EstateVal reports to Excel.
Bloomberg/BNA’s Estate & Gift Tax 706 Preparer Tutorial
A tutorial showing how to import EstateVal data into Bloomberg/BNA Estate & Gift Tax 706 Preparer.
EstateWorks’ Estate Settlement System Tutorial
A tutorial for importing EstateVal pricing into EstateWorks.
FASTER Systems’ Court Accounting, Estate Tax and Gift Tax Software Tutorial
A short tutorial about using EstateVal to price FASTER portfolios.
Gillett Publishing’s GEMS Tutorial
If you are a subscriber to the Gillett Estate Management Suite (GEMS) GEM706 or GEMAcct programs, the EstateVal/GEMS interface can eliminate manual entry of data between the packages. EstateVal to GEMS To export an EstateVal portfolio’s pricing data to GEMS, first you’ll need to configure the export file format. Select Tools → Options… → Export, […]