EVP Systems' Outsourcing Department is happy to process any estate you'd like to send to us. We can provide Form 706-ready Date of Death and Alternate Date evaluations, as well as appraisal and distribution reports -- just fill out the form below and we'll get to work. For a list of what we charge, please see our fee schedule.

Client Information Please enter your name, company, address, e-mail and phone number. Account Code (If Known): Name: Company: Address: City: State: ZIP: Phone: FAX: E-Mail: Estate Information Please enter the decedent's name and the report title. Decedent's Name: Report Title: Report Type There are several different reports that you can request from EVP Systems, each tailored to specific needs. Please check each report that you would like us to return to you. Be sure to fill in all the fields for the reports you select. Estate Valuation Report   Date-of-Death Valuation Alternate Date Valuation   Date-of-Death:  Appraisal Date Report   Appraisal Date:  Distribution Date Report   Distribution Date:  CostBasis Report   If checked, please include pricing dates for all securities. Research   If checked, research will be done on securities requiring it, for $4.00 each. Return Method Please check each method that you would like your reports returned to you by. Federal Express   There is a $15.00 charge per FedEx'd report. FAX   There is a $10.00 charge per FAXed report. Mail   There is no charge for mailed reports. E-Mail   There is no charge for e-mailed portfolio files. Turnaround Time EVP Systems is able to process special requests on an expedited basis. Please check the desired turnaround time. 0 - 1 Day   For 0 - 1 Day turnaround, CUSIP numbers must be provided for all securities! 2 - 3 Day Securities In the space below, please enter all securities to be evaluated. If possible, please include CUSIP numbers for each. If CUSIP numbers are not available, please include all available information about a security, including (for example) issue and maturity date, and rate. If you have requested a Cost Basis Report, include pricing dates for each security.