ESI-Direct

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What is ESI-Direct?

ESI-Direct is an add-on service developed in partnership with Thomson Reuters as part of their ONESOURCE Trust and Estate Administration (OTEA) software. No installation is required, only an account number for logging into the ESI-Direct partition of the OTEA program. This allows users to get ESI's accurate valuations using their saved ONESOURCE assets. This saves time importing valuations over from our Appraise. It is all done in one program, bringing convenience directly to you and improving your productivity!

Report Types

  • Date of Death
  • Alternate Date of Death
  • Distributions
  • Market Value

Benefits

  • No need to export from Appraise and import into your OTEA program
  • No need to install and maintain a separate program
  • All assets saved and usable within your OTEA program
  • Dedicated ESI-Direct Technical Support

ESI-Direct Fees

Account
Annual Subscription $150.00
Estate
Standard Security $2.90
+ CMO Surcharge + $4.45
+ Foreign Surcharge + $4.45
Market Value (EZ-Price)
Standard Security $2.90
+ CMO Surcharge + $4.45
+ Foreign Surcharge + $4.45