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WHAT WE DO: Ready-to-file estate tax and gift tax evaluations for IRS Form 706 and 709, for stocks, bonds, mutual funds, currencies, crypto and much more.
HOW WE DO IT: On your Windows desktop with EVP Office, through our concierge Professional Services, or integrated into your systems with EVP Everywhere or EVP Upload.
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All the details about our company, products, and services, including EVP Office, Professional Services, EVP Everywhere, and EVP Upload.
Latest News
Meet EVP Systems at the Seattle Estate Planning Seminar
Join us in Seattle at the 71st Annual Estate Planning Seminar, November 5-6, 2026, to see what’s next with EVP Systems. We will be at booth 29.
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Join EVP Systems at Heckerling’s Diamond Anniversary
Join us in Orlando at the 60th Annual Heckerling Institute, January 12–16, 2026, to shape what’s next with EVP Systems. We will be at booth 328.