60th Annual Heckerling Institute on Estate Planning
Dec 9, 2025
Estimated Read Time: 2 minutes
Our team at Evaluation Services, Inc. (ESI) is looking forward to attending the 2026 Heckerling Institute from Jan 12 to Jan 16!
You can find us at Booth 501 right across from the registration desk.
We know that in the world of trusts and estates, efficiency is everything, but your estate valuation provider shouldn't force you into a "one-size-fits-all" workflow.
Instead, our premise is... Empowering Efficiency Through Innovation.
ESI offers more versatility than any of our competitors by providing six different ways to get your IRS-compliant valuations, ensuring you have the perfect fit for your firm’s size, technical capability, and risk profile:
Category | Solution(s) | Value |
Enterprise & AutomationIdeal for large-scale operations |
| |
Convenience & Integration Ideal for cutting infrastructure costs. | Web Appraise Secure access from anywhere. ESI-Direct Platform integration with ONESOURCE Trust and Estate Administration software. Web Appraise & ESI-Direct No IT overhead or manual updates. | |
Specialty & Risk Mitigation Ideal for reducing risk exposure. | Appraise Outsourcing Expert service and quality assurance Appraise (Desktop) Mitigates risk by saving files locally *Appraise SaaS The combined convenience of web and the risk mitigation of software. *Requires IT involvement to manage third-party Citrix software. |