Find what they
left behind
Use Sunset's estate settlement platform to discover and secure all financial accounts and assets after a death, at no cost to the family.
Loved by families, trusted by financial institutions
Sunset helps families handle the financial side of losing someone. On average, families save over 200 hours by using Sunset to settle their estate.
Stress Free
"Simple and stress free from start to finish. Even the life insurance claim."
Easy Process
"Step by step made it easy to get things done without feeling buried."
Surprising Finds
"I found all of my grandma’s accounts in just a couple days, including one we didn’t even know about. I cried when I realized how much work it was going to take, but Sunset made it quick and easy."
Felt Cared For
"I felt cared for the whole way. Even when we had to handle my dad’s small business account."
Made It Doable
"Made something complicated, like probate papers, feel doable and not so scary."
Less Scary
"They made the hard parts less scary. I just answered a few questions and felt guided."
Clear Next Steps
"Clear steps, no stress. I always knew what came next, even for life insurance and car titles."
Felt Protected
"I felt safe the whole time. They kept an eye on things for fraud so I could focus on selling the house and being with my kids."
Guided the Whole Way
"They made a hard process simple and stress free. It felt like they were walking me through step by step."
Peace of Mind
"Nothing happened unless I said so. Knowing my dad’s retirement money was safe until I was ready gave me peace of mind."
Step by Step
"I did things when I had time. First the bank account, then the car title a few weeks later. It felt manageable."
Sunset works with all national and local institutions
Always know what comes next
Simple, expert-guided process
Just answer one question at a time, and Sunset takes care of the rest. Our estate settlement process removes the busywork while you stay in the driver's seat.
No out-of-pocket costs or fees
Sunset gets paid by banks, not families. We earn a fee from our bank partners while funds sit in the estate bank account, so nothing ever comes out of your pocket.
At your pace, in your control
Go as fast or as slow as you'd like. Nothing moves forward without your approval. Sunset keeps everything secure, organized, and protected from fraud.
There’s a better way
to find and secure their assets
On your own
With Sunset
Sort through their mail for months
Find all accounts with automated estate discovery
Wait for creditors to call you
Get an instant list of creditors and debtors
Search for unknown accounts using their devices
Get expert guidance for every step of estate settlement
Never know for sure if you found it all
Feel confident you've found everything
Put yourself and the deceased at risk of fraud and identity theft
Save time, money, and energy avoiding unnecessary tasks and roadblocks
Thousands of dollars and hundreds of hours
Always 100% free for the family and the estate
If it exists, we’ll find it
Our automated search and estate settlement platform confirms that every last account has been found and secured, so you can be confident that nothing gets overlooked.
IRA Account
401k
Savings
Checking
CD
Stocks
Bonds
Life Insurance
Funeral Insurance
HSA
Credit Card
Property
Vehicle
Crypto
Business
Pension
Sunset handles everything from search to settlement
Search and discovery
We’ll ask you a few simple questions and have you upload basic documents before finding all accounts and assets. Most families find 100% of assets within a week.
Probate documents
Sunset can generate probate documents in every county of all 50 states, no matter the size of the estate. Work with your lawyer to file, or file on your own.
Estate bank account
We’ll file for an EIN for the estate and set up an estate bank account where we’ll transfer all funds. You can also pay expenses from this account.
Financial transfer
When you’re ready, Sunset will help you close and transfer each account, sell property, and move the funds into the estate bank account, controlled by you, for your family.
Inheritance distribution
Sunset will then help you securely distribute all funds from the estate bank account to all beneficiaries according to the will, trust, or state law.
Frequently asked questions
What is Sunset?
Sunset is an estate settlement platform that helps families handle everything financial that needs to happen after someone dies.
Sunset finds financial accounts, assets, and debts in the deceased person’s name, prepares the probate paperwork required in your state and county, opens an FDIC-insured estate bank account, and helps close, transfer, and consolidate the estate’s accounts.
Sunset is free for families. We’re paid by the financial institutions that receive transferred assets, so there’s no fee, subscription, or percentage taken from the estate.
What does it mean to settle an estate?
Settling an estate means closing out someone’s financial life after they die.
It involves identifying what they owned and owed, obtaining the legal authority to act on their behalf, paying valid debts and final taxes, and transferring what remains to the people who inherit it.
Depending on the state and the size of the estate, it can be complicated or simple, either way Sunset can help.
How does Sunset help settle an estate?
Sunset handles the most time-consuming parts of estate settlement.
We search 2,500+ financial institutions like banks and retirement funds, the credit bureaus, and state unclaimed-property databases to find accounts and assets the family may not know about. We prepare probate documents specific to your county in all 50 states and help establish an estate bank account where recovered funds can be deposited.
Then Sunset helps close the deceased person’s accounts and move the funds into the estate account, ready for distribution to the heirs.
With Sunset, about 90% of account closures can be completed without you having to call or visit a branch.
What is required to settle an estate?
Most estates require a core set of documents and accounts, including a certified death certificate, legal authority to act for the estate, a federal EIN, an estate bank account, and an inventory of the estate’s assets and debts.
Sunset can help with all of these except the death certificate!
Depending on the circumstances, legal authority may come in the form of letters testamentary, letters of administration, or a small-estate affidavit.
Once that authority is established, the estate can begin notifying financial institutions, paying valid debts and final taxes, and distributing the remaining assets to the heirs or beneficiaries.
Sunset prepares the paperwork required for these steps and submits what we can on your behalf.
Can Sunset help my probate attorney?
Yes. Attorneys regularly recommend Sunset to their clients. Before your attorney can guide you on the right probate path, they need a complete picture of the estate's assets and debts. Sunset generates a comprehensive Estate Asset Inventory with account numbers, balances, and more, giving your attorney exactly what they need to move forward quickly.
