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:
EVP Office Fees
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 Obligation (CMO) evaluations have a flat fee of $5.50. American Depository Receipts (ADRs) are priced as domestic securities.
CapWatch
| Action | Cost |
| List of Companies | Free |
| List of Actions | $1.00 |
| Details of Action | $1.00 |
Professional Services Fees
| 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 |
Discounts
| 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 a 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! |