Evaluation Services, Inc.
Experts in stock and bond valuation reporting technology for Trusts and Estates since 1985.
Who We Are
Evaluation Services, Inc. (ESI) is a financial services company that supports trust and estate professionals with accurate, IRS-compliant securities valuations. Our reports are trusted by attorneys, accountants, and fiduciary institutions working with U.S. and North American securities.
For more than 40 years, we've combined financial expertise with software innovation. Our goal has always been the same: help financial professionals complete valuations quickly, confidently, and correctly.
Whether you're preparing a single estate or managing multiple trusts, our tools are designed to support high standards and fast turnaround without sacrificing accuracy.
What We Offer
ESI provides professionally prepared securities valuation services tailored to the needs of estate and trust professionals. Our reports are IRS-accepted, formatted for compliance, and ready to file.
- Historical Securities Pricing - Equities, fixed income, mutual funds, and options priced back to 1968.
- Estate & Gift Valuation Reports - For IRS Forms 706 and 709, including Date of Death and Alternate Date of Death pricing.
- Trust Valuations - Including Charitable Remainder Unitrusts (CRUTs), Grantor Retained Annuity Trusts (GRATs), and other irrevocable trusts.
- Cost Basis Reports - For inherited assets, step-ups, or other post-death basis adjustments.
- Audit-Ready Output - Includes CUSIPs, pricing notes, and security-level details to support compliance and transparency.
Whether you're managing a complex estate or preparing filings for a high-volume office, our services streamline the valuation process with accuracy, speed, and confidence.
How We Deliver
Software
Appraise
- 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
Software as a Service
Appraise SaaS
- All the power of our Appraise Software
- No software update management
- Accessible from anywhere with internet connectivity
- Local file storage and management
Web Application
Web Appraise
- Generate IRS compliant, ready-to-file:
- Date of Death Reports
- Alternate Valuation Reports (with 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!
Add-on Service
ESI-Direct
- 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
Outsourcing Service
Appraise Outsourcing
- 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!
Application Programming Interface
Appraise API
- 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