Evaluation Services Upcoming Price Adjustment For 2026
Nov 24, 2025
Estimated Read Time: 2 minutes
As we step into November and anticipate the joy of Thanksgiving, we're reflecting on an incredible 2025 and looking forward to an even brighter 2026! This year, we've been focused on one thing...
Delivering a better experience for you!
Here's a snapshot of what we've accomplished together:
Industry Engagement
We've connected with clients and industry leaders at the 59th Annual Heckerling Institute on Estate Planning and the ABA Wealth Management Conference, staying ahead of trends and shaping trusts and estates.
Technology Upgrades
Our primary and back-up data centers received major enhancements for improved reliability and performance.
New Digital Experience
We launched a completely redesigned website for easier navigation and a Help Center for access to resources and instructional material.
Improved Social Media Presence
Follow us on LinkedIn for industry insights and helpful hints for using our services. Subscribe to our YouTube for access to webinars, product demonstrations, and tutorials.
Enhanced Services
Our Appraise API and Web Appraise solutions are now more powerful than ever.
Software Innovation
We rolled out an upgraded version of our Appraise software to streamline your workflows.
Expanded Expertise
We expanded our team to add more talented professionals who ensure you receive exceptional support. If you need any assistance, Contact Us!
These investments reflect our commitment to quality service, continuous improvement, and innovation. While we've worked hard to manage costs, rising expenses in pricing data and technology have made a modest adjustment necessary.
Effective January 1, 2026, our fees will increase by approximately 3.5%. You can review the price changes below.
Appraise
Estate | |
|---|---|
| Standard Security | $3.00 |
| + Foreign Surcharge | + $4.60 |
| + CMO Surcharge | + $4.60 |
Market Value (EZ-Price) | |
| Standard Security | $1.60 |
| + Foreign Surcharge | + $6.10 |
| + CMO Surcharge | + $6.10 |
Appraise SaaS
Account | |
|---|---|
| Annual Subscription | $155.00 |
Estate | |
| Standard Security | $3.00 |
| + Foreign Surcharge | + $4.60 |
| + CMO Surcharge | + $4.60 |
Market Value (EZ-Price) | |
| Standard Security | $1.60 |
| + Foreign Surcharge | + $6.10 |
| + CMO Surcharge | + $6.10 |
Web Appraise
Account | |
|---|---|
| Annual Subscription | $155.00 |
Subscription | |
| Standard Security | $3.00 |
| + Foreign Surcharge | + $4.60 |
| + CMO Surcharge | + $4.60 |
Pay As You Go (Non-subscription) | |
| Standard Security | $4.90 |
| + Foreign Surcharge | + $4.90 |
| + CMO Surcharge | + $4.90 |
ESI-Direct
Account | |
|---|---|
| Annual Subscription | $155.00 |
Estate | |
| Standard Security | $3.00 |
| + Foreign Surcharge | + $4.60 |
| + CMO Surcharge | + $4.60 |
Market Value (EZ-Price) | |
| Standard Security | $1.60 |
| + Foreign Surcharge | + $6.10 |
| + CMO Surcharge | + $6.10 |
Appraise Outsourcing
Estate & Market Value (EZ-Price) | |
|---|---|
| Standard Security | $7.55 |
| Foreign Security | $12.35 |
| Manually Added Transactions | $12.35 |
Research and Calculation | |
| Capital Changes | $13.50 |
| Cost Basis Calculator | $180.00 |
Delivery | |
| Email in PDF Format | No Charge |
| Email in Optional Format | $20.00 |
| Fax | $20.00 |
| Standard Mail | $20.00 |
| FedEx using your FedEx Number | No Charge |
Appraise API
Account | |
|---|---|
| Annual Subscription | $155.00 |
Estate | |
| Standard Security | $3.00 |
| + Foreign Surcharge | + $4.60 |
| + CMO Surcharge | + $4.60 |
We're grateful for your trust and excited that our partnership allows us to continue serving you with excellence in the year ahead.
Thank you for being a valued Evaluation Services client!