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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.
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How does sunset make money?

Free To Use

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.

Frequently asked questions

We have put together some commonly asked questions

How much does Sunset cost?
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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.

How does Sunset work?
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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.

Is the process secure and compliant with privacy laws?
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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. 

How does Sunset handle debts and liabilities of the estate?
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Sunset helps users identify outstanding debts and liabilities of the estate including credit cards balances, mortgages, property taxes, personal loans, etc.

What if there is an account I don't want to close?
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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.

What types of assets can Sunset handle?
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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.

What happens if there are disputes among beneficiaries?
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Sunset can help settle disputes among family and heirs by providing a clear financial picture of the estate assets.

Can Sunset handle complex estates with multiple properties and investments?
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Yes, Sunset is designed to handle estates of varying complexities, including those with multiple properties, investments, and accounts. 

Can Sunset find money for me?
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Yes, Sunset will help find any accounts you didn't know existed, including bank accounts, retirement accounts, and more.

Is there customer support available to assist with any issues?
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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.

Does Sunset generate legal documents such as wills and trusts?
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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.

Couldn’t find what you were looking for? Write to us at support@sunsetapp.com

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