Do you just need one or two portfolios evaluated? Skip the software, with our Professional Services!

If you are updating a computer running EVP Office or any of its components, you do not need this form and should instead download the latest version.

To activate EVP Office on a new computer, please submit this form, or call (818) 313-6300 with this information. We'll create an Account Code for you and send it within 24 hours. This code will permanently authorize your computer to retrieve historical pricing from EVP Systems. You can download the latest version of EVP Office right now, and enter the Account Code when it arrives.

EVP Systems bills monthly, based on the number of securities valued by the EVP Office applications. The fee schedule lists prices. Invoices can be delivered via the postal mail, via e-mail as a PDF, or via e-mail as a PDF and including an Excel spreadsheet that includes details about every security valued.

Contact Information: Name: Company: Address: City: State: ZIP: Phone: FAX: E-Mail: Invoice Delivery: On Paper via the Postal Mail As a PDF via E-Mail As a PDF via E-Mail, with an Excel Spreadsheet Summary of Transactions Special Instructions (if any): Current Accounts (if any): How did you hear about us?: Santa Barbara Paralegal Conference Your Summer Mailing A Friend Recommended You Your Ad in Trusts & Estates By Searching on the Internet I've Used EVP Systems Before The So. Cal. Estate Tax & Planning Forum The Heckerling Conference Other

If your firm has multiple accounts with EVP Systems, make sure to let us know, so that they all count towards the volume discount.