Outsourcing Order Form

Enter the below information exactly as you would like to see it on the report.

Estate/Portfolio Name

and/or Portfolio Number

*Report Type:

Select at least one option below and provide dates where applicable. Valuation(s) to be performed:

$7.55 for each asset in each valuation.

$15.00 Minimum Charge

Date of Death:

Alternate Date of Death:

Date of Gift:

Date of Distribution:

Closing Prices:

Corporate Action/Capital Changes with Tax Status

$13.50 Research Fee per Issue

Cost Basis Calculator

$180.00 Research Fee per Issue

Select one of the two options. Manual Transactions are optional and additional.

Regular Service 4 Business Days - Standard Rates

Next Business Day Service Double Rates

Transaction $12.35

Additional Charge per Transaction, per Report

E-mail in PDF Format Free (Best Option)

Email Optional Format 20.00

Choose Optional Format:

One Source

BNA

Faster

EstateWorks

E-mail in Excel Format 20.00

Standard Mail 20.00

Fax 20.00

Federal Express Using Your Account Number No Charge

FedEx Number:

Necessary Documents (Statements, Transactions, etc.):

Maximum Files: 10 | Maximum total upload size: 4MB

Drag file(s) into this box or click to upload files.

Uploading a spreadsheet of holdings is Recommended

Drop file(s) to upload

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*Service Agreement

I agree to remit payment upon receipt of an EMAIL INVOICE at MONTH END. And, I consent to the Fee Schedules stated above.

Prices effective January 1, 2026. Prices Subject to change without notice.