Evaluation Services, Inc.
Experts in stock and bond valuation reporting technology for Trusts and Estates since 1985.
40 years and counting!
Minimize the possibility of an audit with ready-to-file reports using our exceptional
software and web solutions.
We have access to over 4 million listed, current and historical, stock and bond prices going as far back as 1968.
Why choose us?
At ESI, we believe in picking the right person for the job. Our professionals offer 40+ years of experience in the financial and technology sectors. That is why we can say with confidence that we are right for you!
Pay for what you need and not what you don't. With our Pay-Per-Security pricing model and the ability to print estimated invoices on your Valuation Reports, you will be able to keep track of how much you are spending. No hidden fees. No surprises.
All customers using our software and web solutions are automatically enrolled in our Elite Discount Program once they reach our savings threshold. We want you to save with us!
Our wide array of Professional Services are sure to provide for all of your Historical Stock, Bond, and Capital Change reporting needs. Whether you need a(n) Estate Tax Valuation Report, Stock Split History, or Cost Basis Reporting, we have you covered!
Our Products
Appraise
Software
- Generate IRS compliant, ready-to-file:
- IRS 706 & 709 Reports (including Alternate Date Valuations with Transactions)
- State Death Tax Reports
- Inheritance Tax Reports
- Unitrust Valuation Reports
- Plus Security Pricing without Accrued Income!
- Local File Storage and Management
Estate Fees
-
Standard Security
$2.90
-
CMO Surcharge
+ $4.45
-
Foreign Surcharge
+ $4.45
Market Value (EZ-Price) Fees
-
Standard Security
$1.55
-
CMO Surcharge
+ $5.85
-
Foreign Surcharge
+ $5.85
*All valuation fees are per security.*
*Standard Security Fee + Surcharge per security, where applicable*
Appraise SaaS
Software as a Service
- All the power of our Appraise Software
- No software update management
- Accessible from anywhere with internet connectivity
- Local file storage and management
Account Fees
-
Annual Subscription
$150.00
Estate Fees
-
Standard Security
$2.90
-
CMO Surcharge
+ $4.45
-
Foreign Surcharge
+ $4.45
Market Value (EZ-Price) Fees
-
Standard Security
$1.55
-
CMO Surcharge
+ $5.85
-
Foreign Surcharge
+ $5.85
*All valuation fees are per security.*
*Standard Security Fee + Surcharge per security, where applicable*
Web Appraise
Web Application
- Generate IRS compliant, ready-to-file:
- Date of Death Reports
- Alternate Valuation Reports (without Transactions)
- Gift Tax Reports
- Market Value Reports (Mean Price)
- Closing Price Reports
- Accessible from anywhere with internet connectivity
- No management of any kind (updates, files, etc)
- Portfolios saved to your account
- Pay-As-You-Go or Subscribe to save money!
Account Fees
-
Annual Subscription
$150.00
Subscription Fees
-
Standard Security
$2.90
-
CMO Surcharge
+ $4.45
-
Foreign Surcharge
+ $4.45
Non-Subscription Fees
-
Standard Security
$4.70
-
CMO Surcharge
+ $4.70
-
Foreign Surcharge
+ $4.70
*All valuation fees are per security.*
*Standard Security Fee + Surcharge per security, where applicable*
ESI-Direct
Add-on Service
- No installation required
- Sign-up with us
- Then activate your new account in your OTEA program
- Produce ready-to-file valuation reports like you would get from Appraise
- Save time and be more productive!
- All assets valued through ESI-Direct are added to your OTEA Client's Asset list
Account Fees
-
Annual Subscription
$150.00
Estate Fees
-
Standard Security
$2.90
-
CMO Surcharge
+ $4.45
-
Foreign Surcharge
+ $4.45
Market Value (EZ-Price) Fees
-
Standard Security
$2.90
-
CMO Surcharge
+ $4.45
-
Foreign Surcharge
+ $4.45
*All valuation fees are per security.*
*Standard Security Fee + Surcharge per security, where applicable*
Appraise Outsourcing
Outsourcing Service
- Expertly processed and evaluated for errors:
- Date of Death Valuation Reports
- Alternate Date Valuation Reports with Transactions
- Capital Change History Reports
- Stock Split History Reports
- and more...
- Easy order submission through our Online Form or download our Order Form PDF
- Need a valuation report in a hurry and don't have the expertise or time? This service is for you!
Estate Fees
-
Security
$7.25
Market Value (EZ-Price) Fees
-
Security
$7.25
Research and Calculation Fees
-
Capital Changes
$13.00
-
Cost Basis Calculator
$175.00
-
Transaction
$11.90
Delivery Fees
-
Email Optional Format
$19.25
-
Fax
$19.25
-
Standard Mail
$19.25
-
Overnight Courier
$38.00
*All valuation fees are per security.*
Appraise API
Application Programming Interface
- Program in to our Appraise system from your own proprietary Estate and Trust Systems
- Process portfolio data for:
- Estate and Gift Tax Reports
- Alternate Valuation Date Reports (without Transactions)
- Market Value Reports
- Closing Price Reports
- Secure, anonymous data transfer to protect your client's anonymity
- Format the data to meet your client's reporting requirements
Account Fees
-
Annual Subscription
$150.00
Estate Fees
-
Standard Security
$2.90
-
CMO Surcharge
+ $4.45
-
Foreign Surcharge
+ $4.45
*All valuation fees are per security.*
*Standard Security Fee + Surcharge per security, where applicable*
Appraise
Software
- Generate IRS compliant, ready-to-file:
- IRS 706 & 709 Reports (including Alternate Date Valuations with Transactions)
- State Death Tax Reports
- Inheritance Tax Reports
- Unitrust Valuation Reports
- Plus Security Pricing without Accrued Income!
- Local File Storage and Management
Appraise SaaS
Software as a Service
- All the power of our Appraise Software
- No software update management
- Accessible from anywhere with internet connectivity
- Local file storage and management
Web Appraise
Web Application
- Generate IRS compliant, ready-to-file:
- Date of Death Reports
- Alternate Valuation Reports (without Transactions)
- Gift Tax Reports
- Market Value Reports (Mean Price)
- Closing Price Reports
- Accessible from anywhere with internet connectivity
- No management of any kind (updates, files, etc)
- Portfolios saved to your account
- Pay-As-You-Go or Subscribe to save money!
ESI-Direct
Add-on Service
- No installation required
- Sign-up with us
- Then activate your new account in your OTEA program
- Produce ready-to-file valuation reports like you would get from Appraise
- Save time and be more productive!
- All assets valued through ESI-Direct are added to your OTEA Client's Asset list
Appraise Outsourcing
Outsourcing Service
- Expertly processed and evaluated for errors:
- Date of Death Valuation Reports
- Alternate Date Valuation Reports with Transactions
- Capital Change History Reports
- Stock Split History Reports
- and more...
- Easy order submission through our Online Form or download our Order Form PDF
- Need a valuation report in a hurry and don't have the expertise or time? This service is for you!
Appraise API
Application Programming Interface
- Program in to our Appraise system from your own proprietary Estate and Trust Systems
- Process portfolio data for:
- Estate and Gift Tax Reports
- Alternate Valuation Date Reports (without Transactions)
- Market Value Reports
- Closing Price Reports
- Secure, anonymous data transfer to protect your client's anonymity
- Format the data to meet your client's reporting requirements
Call Us
201-784-8500
Email Us
Fax Us
201-784-9685