Evaluation Services Upcoming Price Adjustment For 2027
Nov 6, 2026
As we step into November and anticipate the joy of Thanksgiving, we're reflecting on an incredible 2026 and looking forward to an even brighter 2027! 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 connected with clients and industry leaders at the 60th Annual Heckerling Institute on Estate Planning, staying ahead of regulatory trends and shaping the future of trust and estate valuation compliance.
Technology & Security Infrastructure
We completed critical platform upgrades across our desktop and web environments, enforcing updated TLS encryption standards to maximize operational security.
Improved Help Center
We upgraded search capabilities on our Help Center and continue to expand available content with release notes, technical guides, and instructional media to continue providing value for our customers.
Web Appraise Innovation
We developed and launched major feature upgrades for Web Appraise, including dual cloud/local portfolio storage, transaction tracking for alternate date-of-death valuations, CSV/Excel batch asset importing, and multi-factor authentication (MFA).
Expanded Media & Training Resources
Follow us on LinkedIn for industry updates and subscribe to our YouTube channel for product demonstrations and workflow tutorials.
Enhanced Services & API Scale
We enhanced our Appraise API and core valuation pipelines to support higher asset throughput.
Expanded Expertise
We expanded our customer success and specialized trust support teams to ensure prompt, knowledgeable assistance whenever you Contact Us.
These investments reflect our commitment to quality service, continuous improvement, and technical innovation. While we've worked hard to manage operational costs, rising expenses in underlying market pricing data feeds and secure technology infrastructure have made a modest price adjustment necessary.
Effective January 1, 2027, our fees will increase by approximately 4.0%. You can review the price changes below.
Appraise
Estate | |
|---|---|
| Standard Security | $3.12 |
| + Foreign Surcharge | + $4.80 |
| + CMO Surcharge | + $4.80 |
Market Value (EZ-Price) | |
| Standard Security | $1.65 |
| + Foreign Surcharge | + $6.35 |
| + CMO Surcharge | + $6.35 |
Appraise SaaS
Account | |
|---|---|
| Annual Subscription | $160.00 |
Estate | |
| Standard Security | $3.12 |
| + Foreign Surcharge | + $4.80 |
| + CMO Surcharge | + $4.80 |
Market Value (EZ-Price) | |
| Standard Security | $1.65 |
| + Foreign Surcharge | + $6.35 |
| + CMO Surcharge | + $6.35 |
Web Appraise
Account | |
|---|---|
| Annual Subscription | $160.00 |
Subscription | |
| Standard Security | $3.12 |
| + Foreign Surcharge | + $4.80 |
| + CMO Surcharge | + $4.80 |
Pay As You Go (Non-subscription) | |
| Standard Security | $5.10 |
| + Foreign Surcharge | + $5.10 |
| + CMO Surcharge | + $5.10 |
ESI-Direct
Account | |
|---|---|
| Annual Subscription | $160.00 |
Estate | |
| Standard Security | $3.12 |
| + Foreign Surcharge | + $4.80 |
| + CMO Surcharge | + $4.80 |
Market Value (EZ-Price) | |
| Standard Security | $1.65 |
| + Foreign Surcharge | + $6.35 |
| + CMO Surcharge | + $6.35 |
Appraise Outsourcing
Estate & Market Value (EZ-Price) | |
|---|---|
| Standard Security | $7.95 |
| Foreign Security | $12.85 |
| Manually Added Transactions | $12.85 |
Research and Calculation | |
| Capital Changes | $14.00 |
Delivery | |
| Email in PDF Format | No Charge |
| Email in Optional Format | $21.00 |
| Fax | $21.00 |
| Standard Mail | $21.00 |
| FedEx using your FedEx Number | No Charge |
Appraise API
Account | |
|---|---|
| Annual Subscription | $160.00 |
Estate | |
| Standard Security | $3.12 |
| + Foreign Surcharge | + $4.80 |
| + CMO Surcharge | + $4.80 |
We're grateful for your trust and excited that our partnership allows us to continue serving you with excellence in the year ahead.