Estate Valuations & Pricing

Fee Schedule

Our leadership position has been achieved through our ability to efficiently deliver accurate reports at the lowest price. This is because all our resources are fully automated, reducing the cost of processing. If there are any financial terms in this fee schedule you are not familiar with, please refer to our corporate action and financial glossaries.

We make pricing simple.

Printable Fee Schedule

APPRAISE Web Service Fees

Date of Death, Alternate, Gift, Market Value, Closing Price Valuations (All prices are in U.S. Dollars)
Non-Subscriber Pay by credit card, at time of transaction, as you go Does not qualify for Elite Volume Discount Per Security CMO Surcharge Foreign Security Surcharge	$4.30 for each security $4.30 for each security $4.30 for each security
Subscriber Annual Subscription Fee Month end invoice delivered by email Qualify for Elite Volume Discount Per Security CMO Surcharge Foreign Security Surcharge	$135.00 $2.65 for each security $4.10 for each security $4.10 for each security

Appraise Windows, Appraise.SaaS & ESI-Direct Service Fees

Save up to 15% with our Elite volume discounts.

Federal & State Estate or Gift Tax (All prices are in U.S. Dollars)
Basic Valuation CMO Surcharge Foreign Security Surcharge UIT Surcharge	$2.65 for each security $4.10 for each security $4.10 for each security $4.10 for each security
EZ-Price (Fair Market Valuations)
Basic Valuation CMO Surcharge Foreign Security Surcharge UIT Surcharge	$1.40 for each security $5.40 for each security $5.40 for each security $5.40 for each security
1040/1041 Income Allocator
Valuation	$2.65 for each security
Dividend Reinvestor (Cost Basis For Dividend Reinvestment Plans)
Valuation	$4.45 for each security per year of data
Appraise.SaaS & ESI-Direct Licensing and Set Up Fees
Annual Licensing	$135.00 per Account
One Time Set Up	$65.00 per Account
Appraise Cost Basis & Capital Changes
Annual Licensing Fee Corporate Actions (without tax status) Corporate Actions/Capital Changes (with tax status) Cost Basis Calculator Reverse Family Tree Price History Equities/Mutual Funds Fixed Income Global/CMOs	$135.00 per account $2.60 per query $5.15 per query $29.00 plus $4.65 per detail $29.00 plus $4.65 per detail $3.45 per query $4.65 per query $12.35 per query

Appraise E-mail, Mail, & Fax Outsourcing Service Fees

Fees for Data (All prices are in U.S. Dollars)
REGULAR SERVICE without CUSIP® or Ticker is 4 business days
Next Business Day Service	All fees are doubled.
Federal & State Estate or Gift Tax (Date of death or alternate)	$6.90 for each domestic security $11.35 for each foreign security
EZ-Price	$6.90 for each domestic security $11.35 for each foreign security
Lookup
Dividend Data History Stock Split History	$6.90 for each security $6.90 for each security
1040-1041 Income Calculator
Valuation	$6.90 for each security
Dividend Reinvestor	$6.90 for each security for each year of data
Manually Added Transactions (sales, spin offs, name changes, etc)	$11.35 for each security
Cost Basis & Capital Changes
Corporate Actions/Capital Changes with Tax Status Cost Basis Calculator	$12.40 for each security $168.00 for each security
Fees for Delivery
Email in Adobe PDF format	No charge
Your Federal Express Account Number	No charge
First Class Mail	$18.35
Evaluation Services Overnight Courier	$36.00
Fax	$18.35
Email in: One Source, Lackner, Faster, BNA, or Excel	$18.35

PRICES EFFECTIVE JANUARY 1, 2023 (Subject to change without notice)

We automatically enroll our Online customers in our Elite discount program. There is no ongoing obligation, no minimum yearly usage. It simply works like this:

Whenever you spend $1500 a month* or more using any of the APPRAISE applications, you save. Depending on how much you use our service, you could save up to 15% each month.
The discount schedule is listed below. APPRAISE Plus usage does not qualify for Elite Volume Discount.

Monthly Revenue $	Discount %	Savings $
1,500	10.0	150.00
2,000	15.0	300.00

If your organization has several accounts, you can save further by linking accounts together, for revenue purposes only, to get one total for maximum savings. If you would like to link multiple accounts, please contact us.
* ESIDirect & APPRAISE.Cloud customers are not included in the Elite Discount program.
* Evaluation Services delivers Invoices VIA email. There is $15.00 Fee for Invoices delivered by First Class Mail

PRICES EFFECTIVE JANUARY 1, 2023 (Subject to change without notice)
(Minimum Invoice is: $15.00)