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ABA: The American Bankers Association

Estate Valuations and Pricing Systems, Inc.

Gold Member - ABA Partner Network

Estate Valuations & Pricing Systems
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Estate Valuations & Pricing Systems, Inc. is the undisputed leader in providing ready-to-file estate- and gift-tax evaluation reports for IRS Form 706 and 709. The company’s flagship product, EstateVal, accurately and completely prices millions of stocks, bonds, mutual funds, and over a dozen other security types, in seconds. It’s used every day by thousands of banks, brokerages, and law firms.
At Estate Valuations & Pricing Systems (EVP Systems), we don’t just provide historical security pricing reports; we empower financial professionals with unparalleled accuracy and reliability for estate (Form 706) and gift tax (Form 709) filings. Our cutting-edge solutions, EstateVal and GiftVal, have been the gold standard for banks, brokerages, and law firms nationwide. Our passion and dedication lie in simplifying complexities and delivering excellence, making us the trusted partner in your financial journey. At EVP Systems, we believe in transforming precision into peace of mind, one report at a time.
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  • Contact:
  • Michael A. Walker, PhD, President
  • 1531 Chapala St. #1
  • Santa Barbara, CA 93101
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