Twitter: @evpsys   Support: (818) 313-6300   Sales: (800) 521-4594   FAX: (818) 313-6313
NAVIGATION
SEARCH
HOME
ABOUT
EVP SYSTEMS
OUR PRODUCTS
& SERVICES
TUTORIALS
FAQs
DOWNLOAD
PROFESSIONAL
SERVICES
E-MAIL
NEWSLETTERS
SIGN UP
WITH EVP
LEGAL &
COMPLIANCE
RELATED SITES
CONTACT
CUSTOMER
PRAISE
SPECIAL SECTIONS
IRS USERS


FIRST CHANGE SINCE 2013
October 3, 2018
EVP Systems Announces Fee and Discount Changes for 2019
RELATED LINKS: CURRENT FEE SCHEDULE

Starting January 1, 2019, Estate Valuations & Pricing Systems, Inc. will change the fees and discounts for its products and services. The new fee and discount schedules are:

EstateVal, GiftVal, CostBasis
Application Evaluation Domestic Foreign
EstateVal Date of Death $2.20 $5.50
EstateVal Alternate Date $2.20 $5.50
GiftVal Date of Gift $2.20 $5.50
CostBasis Cost Basis $1.20 $4.50
EstateVal Distribution Date $1.20 $4.50
EstateVal Appraisal Date $1.00 $4.30
EstateVal Research $1.00

All prices are per security evaluated. All Collateralized Mortgage Obligations (CMOs) evaluations have a flat fee of $5.50.

CapWatch
Action Cost
List of Companies Free
List of Actions $1.00
Details of Action $1.00

Professional Services
Service Cost
Security Evaluation $5.50 / security
Security Research $5.50 / security
Security Identifier Look-Up $0.50 / identifier
Return via E-mail / USPS / Fax Free
Return via FedEx $15.00 / report

Discount Schedule
Monthly Total Discount
$0.00 - $1,000.00
$1,000.01 - $2,000.00 15%
$2,000.01 - $5,000.00 20%
$5,000.01 - $10,000.00 25%
$10,000.01 - $20,000.00 30%
$20,000.01 + 35%

The Monthly Total is determined on a firm-wide basis and applied to each of the firm's accounts, even if they did not individually spend that much.

If you have any questions or comments about the updated fees or discounts, please contact our Support Department, at (818) 313-6300 or support@evpsys.com. Thank you for using EstateVal!