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Export

Excel Tutorial

A quick tutorial about how to export EstateVal reports to Excel.

Posted on September 26, 2020 • Tagged with Excel, Export, Tutorials

Bloomberg/BNA’s Estate & Gift Tax 706 Preparer Tutorial

A tutorial showing how to import EstateVal data into Bloomberg/BNA Estate & Gift Tax 706 Preparer.

Posted on August 18, 2020 • Tagged with Bloomberg/BNA 706, Export, Tutorials

EstateWorks’ Estate Settlement System Tutorial

A tutorial for importing EstateVal pricing into EstateWorks.

Posted on August 18, 2020 • Tagged with EstateWorks, Export, Tutorials

FASTER Systems’ Court Accounting, Estate Tax and Gift Tax Software Tutorial

A short tutorial about using EstateVal to price FASTER portfolios.

Posted on August 18, 2020 • Tagged with Export, FASTER, Import, Tutorials

Gillett Publishing’s GEMS Tutorial

If you are a subscriber to the Gillett Estate Management Suite (GEMS) GEM706 or GEMAcct programs, the EstateVal/GEMS interface can eliminate manual entry of data between the packages. EstateVal to GEMS To export an EstateVal portfolio’s pricing data to GEMS, first you’ll need to configure the export file format. Select Tools → Options… → Export, […]

Posted on August 18, 2020 • Tagged with Export, GEMS, Import, Tutorials

Lackner 6-in-1 Tutorial

Instructions for pricing Lackner 6-in-1 portfolios through EstateVal.

Posted on August 18, 2020 • Tagged with Export, Import, Lackner 6-in-1, Tutorials

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Things You Should Know

  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 35 years.

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1531 Chapala St., #1
Santa Barbara, CA 93101
(818) 313-6300 • FAX: (818) 313-6313
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