Introducing Sunset Pro
Sunset Pro brings our automated estate discovery, document generation, and FDIC-insured banking to attorneys, fiduciaries, and advisors.
Today we're publicly launching Sunset Pro, a professional tier built for estate attorneys, licensed fiduciaries, and investment advisors. We're unveiling it from the floor of the National College of Probate Judges Spring Conference in Williamsburg, Virginia.
Since 2024, Sunset has helped more than 15,000 families settle the financial affairs of a loved one. Our consumer platform searches the IRS, Social Security Administration, all three major credit bureaus, LexisNexis, national banking networks, DMV records, and state unclaimed property databases — surfacing bank accounts, retirement assets, investment accounts, real property, vehicles, business interests, life insurance policies, and outstanding debts.
Once accounts are identified, families use Sunset to notify institutions, close and transfer accounts, open an FDIC-insured estate bank account with up to $3 million in coverage, generate probate documents for any U.S. county, and distribute funds to heirs. Most accounts are surfaced within one business day; comprehensive results arrive within 7 to 14 days.
Why we built this
Settling an estate today means a grieving family member has to become an unpaid private investigator. Banks won't tell you what accounts existed. Brokers won't talk to you without a court order. Insurance carriers will let unclaimed policies lapse rather than reach out.
The financial industry has spent decades optimizing for asset gathering and effectively ignored what happens when the customer dies. Billions of dollars escheat to the states every year because of it — not because the data doesn't exist, but because no one in the industry has bothered to connect it.
What Sunset Pro does
With Sunset Pro, that proprietary infrastructure is now available to the professionals who handle estates for a living. Attorneys, fiduciaries, and advisors can:
- Create a case and upload a death certificate and supporting documents
- Invite a client to authorize the search
- Receive a structured asset report — for both the professional and the client — with account types, estimated balances, and account numbers
- Move directly to action without notifying any financial institution of the death until the professional is ready
Estate inventory is the bottleneck of probate. Attorneys and advisors shouldn't have to wait three months for a client to call every bank in town. Neither should their clients. Sunset Pro replaces guesswork with a verified inventory in days, so professionals can move directly to the work that actually requires their expertise.
Built on infrastructure professionals can trust
The platform is SOC 2 Type II certified with annual independent audits and third-party penetration testing. Sunset is an approved API partner of the IRS, Social Security Administration, Equifax, Experian, and TransUnion, and reaches more than 2,500 financial institutions nationwide.
Get started
Sunset Pro is available now to estate attorneys, professional fiduciaries, and investment advisors. Learn more and request access at hellosunset.com/attorneys.
About Sunset
Sunset is the automated estate-settlement platform helping families and professionals manage what comes after a loved one's death. Built by attorneys and engineers, Sunset combines authoritative data integrations, document automation, and FDIC-insured estate banking into a single workflow that operates across all 50 states and every U.S. county. The company is headquartered in Salt Lake City, Utah.
About Sunset
The estate settlement platform
Sunset finds what the deceased owned and owed, then handles the paperwork and transfers that settle the estate. More than 15,000 families have used it, and attorneys and fiduciaries use Sunset Pro for their clients' estates.
Find every account
One search across 2,500+ financial institutions surfaces bank accounts, retirement plans, life insurance, and debts in the deceased's name.
Prepare the paperwork
Court-ready probate documents for every state and county, plus an FDIC-insured estate account to hold the funds.
Close and transfer
Sunset contacts each institution, closes the accounts, and moves the money to the beneficiaries and heirs.
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.
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.
Who can use Sunset?
Sunset can be used by family members, executors, administrators, and personal representatives responsible for settling a deceased person's estate.
Sunset supports asset discovery and probate across all 50 states and every U.S. county, helping you manage the estate regardless of where the deceased lived or where the estate is being settled.
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.
How long does it take to find the deceased's accounts?
Most accounts turn up within a day of starting a search. Some bank account confirmations take up to two weeks.
Closing accounts and moving funds take longer, because each institution works on its own schedule. The full estate settlement timeline also depends on whether the estate needs probate in your state.
Do I have to call the banks myself?
Usually not. About 90% of account closures through Sunset are completed without you calling or visiting a branch.
Sunset prepares and sends the closure and transfer requests for you, and the funds move into the estate bank account.
How much does Sunset cost?
Sunset costs $50 per estate, paid once when you sign up. It covers asset discovery, probate document generation, account closure, asset transfers, and estate bank account setup. Full details are on our pricing page. The credit bureau notification tool and the estate bank account have no charge.
Sunset Pro is for probate attorneys, licensed fiduciaries, trustees, and aftercare specialists. It starts at $500 per asset search, with subscription plans available for solo practitioners, small firms, and large firms.
The fee counts as an estate administration expense, so you can reimburse yourself from the estate. Sunset never takes a percentage of the estate, and all assets go to the beneficiaries and heirs.
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.
