EstateWorks™ provides estate professionals with a complete system to track estate holdings and streamline complex processes and information flow. The web-based application allows professionals to organize client data, track tasks, and automate the completion of documents and forms, improving quality and efficiency. The company’s mission is to provide organizations with tools to simplify estate planning and administration.
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Global Securities Valuations and Cost Basis Calculations
Evaluation Services professionals offer a “one-stop shopping” solution for accurate, fast, economical, and easy-to-use services for the preparation of global stock and bond valuations as well as cost basis calculations. Its Appraise products generate ready-to-file reports, accessing over 4 million current and historical listed stocks and bonds from 1968, and cost information on equities back to 1900. We specialize in estate tax valuations.
EVP Systems, Inc. provides estate valuations and historical pricing for all traded securities. The software is free and may be downloaded from our web site evpsys.com. Clients are billed monthly only when used and only for the number of securities valued. The EVP Office product includes:
EstateVal values securities to IRS standards for estate tax filing (IRS Form 706). Calculations include mean pricing, accruals, accounting for weekend deaths, pay downs of principal. EstateVal is used by virtually all the major banks in the U.S., brokers, and law and accounting firms. A typical portfolio will price in less than two minutes.
EVP Office is the valuation service of choice for the financial industry.