Find what they
left behind
Use Sunset's estate settlement platform to discover and secure all financial accounts and assets after a death.
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.
Fully reimbursable from the estate
Any estate or trust administration expense is reimbursable, so the executor can pay Sunset from the estate instead of out of 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
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 discover and close the financial accounts, assets, and debts of a person who has died.
Sunset is designed for family members, executors, and personal representatives who are settling an estate themselves. It includes the full Sunset closure suite: financial account discovery, bank notifications, assisted phone calls and emails, estate bank account setup, probate document generation, and asset transfers, for $50 per estate.
Sunset Pro is designed for probate attorneys, licensed fiduciaries, trustees, and aftercare specialists who settle estates on behalf of their clients. Sunset Pro starts at $500 per asset search, with monthly subscription plans available for solo practitioners, small firms, and large firms.
Both Sunset and Sunset Pro are available in all 50 states and U.S. territories.
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.
What should I do first after someone dies?
In the first days, get several certified copies of the death certificate, look for the will, and secure the deceased's home, car, and mail.
Then notify Social Security and the credit bureaus, and start a list of the deceased's accounts and bills. Don't pay the deceased's debts from your own money before you know who has authority to act for the estate.
Sunset can take over from there: finding accounts, preparing probate documents, and moving everything into an estate bank account as part of estate settlement.
How do I find out what accounts and assets the deceased had?
Sunset searches 2,500+ financial institutions, the credit bureaus, and state unclaimed property databases for accounts in the deceased's name.
The search covers bank accounts, retirement accounts, life insurance, investments, credit cards and debts, real estate, vehicles, and business interests. Most accounts turn up within a day, and some bank confirmations take up to two weeks.
Can you settle an estate without a lawyer?
Yes. In many cases, you can settle an estate without hiring a lawyer. Sunset helps families handle the process themselves by finding assets, preparing probate documents, closing financial accounts, establishing an estate bank account, and collecting the estate's assets.
What security measures does Sunset have?
Sunset is SOC 2 Type II certified and built with security and privacy at the center of how we handle sensitive estate information.
We use identity and fraud-prevention measures to verify deceased individuals and beneficiaries, and we conduct background checks on our employees. We continuously monitor and improve our security practices to protect the financial information, documents, and personal data entrusted to us.
