How It Works
"Sunset took care of the banks and the insurance, so I could take care of my family after my dad passed." -Cynthia M.
Get Started
Using just the name and phone number of the deceased, Sunset's software can begin its search.
Sunset will look for bank accounts, retirement accounts, investments, property, credit cards, and more.
No bank, insurance company, retirement fund, etc. is notified that a death has occurred, in fact they do not have a record of us searching for any individual.
Upload a copy of the will, trust, probate affidavit, power of attorney, or any other documentation that verifies your authority on behalf of the deceased.
If you don't have the documents, just ask Sunset for help. We can generate documents for the courts, and get a copy of the death certificate for you.
Sunset will move the money from all the different accounts owned by the deceased, into a Sunset estate account.
You are always welcome to place a stop on any specific account, and we will not engage with that institution until that stop is removed.
You can use the funds to pay bills, taxes, and more. When you are ready, we can distribute to you or the heirs.
We are able to provide this service at no cost to our customers because we earn interest revenue from our partner bank while the funds are being moved.
We believe this aligns our goals with yours; to find all the assets owned, and move them as soon as you are ready.
Helping families after a loss is an honor, thank you for letting us be part of your journey.
We have put together some commonly asked questions
Sunset is free to use. We earn interest on deposited estate accounts. So we make our fee while your assets sit in a safe and secure account.
Sunset is a financial software tool that finds the accounts and assets of a loved one after they've passed.
No bank, insurance company, retirement fund, etc. is notified of the search. After the search is complete, you can control which assets are closed and moved into a Sunset estate account.
Families can decide when those accounts are going to close.
After an account is closed the money is transferred to a retirement account.
Yes, Sunset employs robust security measures to protect user data. All personal data is stored in a SOC 2 compliant database, and financial account connections are compliant with ISO 27001, ISO 27701, and SSAE18 SOC 2.
Sunset helps users identify outstanding debts and liabilities of the estate including credit cards balances, mortgages, property taxes, personal loans, etc.
After Sunset completes its search, you can select accounts that you do not want to be closed by Sunset. If the situation changes you can change that account's setting and Sunset will close it later.
Sunset can handle a wide range of assets, including insurance, bank accounts, retirement accounts and more. We can also handle property, vehicles and personal belongings. If you have something specific and you'd like to double check, our support line is always open.
Sunset can help settle disputes among family and heirs by providing a clear financial picture of the estate assets.
Yes, Sunset is designed to handle estates of varying complexities, including those with multiple properties, investments, and accounts.
Yes, Sunset will help find any accounts you didn't know existed, including bank accounts, retirement accounts, and more.
Yes, our customer support team is available to assist users with any questions or issues they may encounter during the estate settlement process, over messaging, phone, or email.
No, Sunset only helps to settle an estate after the death has occurred. There are many great websites and law firms to help with preparation and planning, including wills, trusts, and tax planning.