A quick tutorial about how to export EstateVal reports to Excel.
A tutorial showing how to import EstateVal data into Bloomberg/BNA Estate & Gift Tax 706 Preparer.
A tutorial for importing EstateVal pricing into EstateWorks.
A short tutorial about using EstateVal to price FASTER portfolios.
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, […]
Instructions for pricing Lackner 6-in-1 portfolios through EstateVal.