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Estate Settlement

How to Access the Safety Deposit Box for an Estate

Coordinate with the bank manager for secure, efficient access to the estate's safety deposit box.

Feb 5, 2022
by
Sunset
Innovate Blog Post
Estate Settlement

How to Grant Sunset Power of Attorney (POA)

Unlock seamless estate management with Sunset's pre-granted Power of Attorney, complemented by easy notarization through trusted partners like Notarize.

Feb 3, 2022
by
Sunset
Innovate Blog Post
Estate Settlement

How to Give Estate Items to a Beneficiary

Smoothly transfer estate items: review will, obtain legal documents, coordinate pickup or delivery with beneficiaries.

Feb 2, 2022
by
Sunset
Innovate Blog Post
Estate Settlement

How to Sell the Home, or Property, of an Estate

Sell estate property: assess value, address debts, choose sales method, prepare property, list, negotiate, close sale.

Jan 4, 2022
by
Sunset
Innovate Blog Post
Estate Settlement

How to Sell Items for an Estate

Efficiently sell estate items: inventory, determine channels, set prices, create listings, market, manage inquiries, finalize transactions.

Jan 2, 2022
by
Sunset

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Thank you for visiting our website. If you’ve lost a friend or family member, we hope our tool provides some assistance during this difficult time.
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We are Sunset Software, Inc., a company specializing in software designed to help locate accounts and assets after a loss. While we strive to identify every asset and account associated with the deceased,  we cannot guarantee the accuracy or completeness of our results. In some cases, assets may not be found, or results may contain inaccuracies.


Sunset Advisory, LLC, a wholly owned subsidiary of Sunset Software, Inc., is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Sunset Advisory, LLC focuses on closing and consolidating accounts of the deceased and conservatively investing assets until the estate closure process is complete.


Registration with the SEC does not imply a certain level of skill or training but requires compliance with federal regulations designed to protect investors. By law, we are obligated to provide investment advice in the best interest of our clients. Please refer to Sunset Advisory, LLC’s Form CRS for additional important information, or review Sunset Advisory, LLC through FINRA’s BrokerCheck.


Estate accounts are held as brokerage accounts, and while our proprietary software is designed to facilitate efficient estate account management with a focus on low risk, all investment accounts carry inherent risks.


By using this website or our software, you acknowledge that the information provided is for informational purposes only and agree to our Terms of Use and Privacy Policy.


© 2025 Sunset Software, Inc. All rights reserved.

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