Compliance-firstWeekend RuleCUSIP AutofillAccrued Dividends
Form 706 Schedule B valuations in seconds.
Drag-and-drop a spreadsheet of tickers + shares, review an audit-friendly grid, and export a ready-to-file Excel that matches the IRS continuation format.
Zero-install, browser-based
Manual override when needed
Cached market data (fewer API calls)
Rounds once at the end (IRS cents)
Check IRS value for one stock
Valuing a full portfolio? Upload your spreadsheet and export Schedule B.
Start free trialThe valuation engine is the product.
We make the hard parts effortless: weekend/holiday valuation, dividend accrual detection, and CUSIP completion — with transparent, audit-friendly math.
Upload in seconds
Drop a CSV/XLSX with Symbol and Quantity. No mapping headaches.
IRS weekend rule built-in
If the date of death is a weekend/holiday, we automatically compute the weighted average using the nearest trading days.
Accrued dividends flagged
If record date is on/before the DoD and payment date is after, we list it separately so filings stay clean.
Export-ready Excel
Download an .xlsx with the IRS continuation headers, description format, and CUSIPs filled in.
From spreadsheet to Schedule B export — fast.
Estate workflows shouldn’t feel like data entry. This is built for paralegals and attorneys who need speed and defensible calculations.
1) Create an estate
Name + date of death become the anchor for every valuation.
2) Upload + review
We fill company names/CUSIPs and flag anything that needs attention.
3) Export .xlsx
Copy-paste into your filing software with confidence.
Simple pricing
One plan. Everything you need to produce Schedule B valuations quickly.
Starter
$10/ month
Includes a 7-day free trial. Cancel anytime.
Unlimited estates
CSV/XLSX upload + review grid
Weekend/holiday weighted valuation
CUSIP + description autofill
Accrued dividend detection
Export-ready Schedule B .xlsx
Built for trust
The demo above shows exactly how the value is computed — including the Friday/Monday weighted formula when the date of death falls on a weekend or market holiday. Your team can review, override, and export in minutes.