Accouncement

Introducing Sunset Pro

Sunset Pro brings our automated estate discovery, document generation, and FDIC-insured banking to attorneys, fiduciaries, and advisors.

May 7, 2026

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 10,000 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.


HOW WE MAKE MONEY

We’re paid by banks, not families

Just like any bank, we make money from interest yielded while money sits in the estate bank account.

No out-of-pocket costs or fees

You never pay for anything out of pocket. Ever.

We make money on interest

No hidden costs. No surprise fees. No fine print.

You keep all your money

We never take a cut of your inheritance.

Frequently asked questions

How quickly will I see results?

Most results come fast. Here's the general timeline after your account is validated:

  • Within hours: Creditors and debts, some bank accounts, property records (all 50 states), vehicle titles, and unclaimed property
  • 10-12 days: Retirement accounts (401k, IRA, pension), investment accounts (brokerage, stocks, crypto), life insurance, and business ownership.
  • 10–14 days: Comprehensive bank account search with confirmed balances across all account types

Most families have 100% of assets discovered within two weeks.

Who can use Sunset?

Any family member, executor, administrator or personal representative responsible for managing a deceased person’s assets can use our software tool. We support asset search and probate in all 50 states and every county in the U.S.

Am I responsible for their debts?

No, the deceased was solely responsible for their debts. If a loan was backed by a physical asset, such as a home or vehicle, you have options to transfer or payoff from estate proceeds.

For a loan that was jointly held, the responsibility remains with the other person on the account, often a spouse. Sunset automatically identifies if a debt has a living responsible party, and clearly flags it.

What is an estate bank account? Who controls it?

A estate bank account is a standard bank account in the estate’s name where all funds are consolidated. You can use it to pay expenses, view a full transaction history, and eventually distribute inheritance to beneficiaries.

With one click Sunset can set up an estate back account.

You control the estate bank account. You can pay bills, taxes, and distribute the funds to heirs.

All estate bank accounts set up by Sunset are FDIC insured and protected from fraud and identity theft.

How can I pay estate expenses?

With your estate bank account you can use to pay expenses to settle your loved ones affairs. You can also reimburse yourself for expenses you may have paid out of pocket before the bank account was set up.

This includes paying for funeral expenses, accountants and attorneys if needed (most families do not need these services when working with us), realtor fees when selling property, money going towards settling debts, money spent fixing up a property before selling it, etc.

What security measures does Sunset have?

Sunset is SOC 2 Type II certified, and we hold ourselves to the highest standards in how we build our software and store data so that you’re always protected. We have in-depth fraud and identity verification measures on the deceased and the beneficiaries, and we run background checks on all employees.

What about probate documents?

You can use our software to generate and sometimes file probate documents in every county nationwide.

Online notarization is also available through Sunset.

If your case is unusually complex, or disputed, we recommend hiring experienced probate counsel.

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.

Will financial institution be notified of a Sunset search?

No, we do not notify any financial institutions of the death when performing our searches, except for in the case of life insurance.

Our process combines document review, data integrations, and indirect verification with financial institutions. Families usually discover most accounts within 1 day, although some bank account confirmations take up to two weeks.

Financial institutions are only notified after a request for closure and transfer has been made by you.

How much does Sunset cost?

Sunset is free to use. Sunset never charges families or takes a percentage of the estate.

All of our tools are free, including search and discovery, probate document generation, asset transfer, and more. No upfront fees, subscriptions, and deductions from the inheritance.

Our bank partners pay us a referral fee, based on interest generated from estate bank accounts. That way, all the deceased’s assets go to the beneficiaries and heirs.