Sunset Probate Documents: Every County, Every State, Ready in Minutes
Sunset now generates probate documents for all 50 states and 3,000+ counties in minutes. Guided and simple for families.
One of the biggest obstacles families face when settling an estate isn't finding the accounts — it's getting the legal authority to close them. That means probate documents: letters of administration, letters testamentary, or small estate affidavits, depending on the state, the county, and the size of the estate. Getting these right is critical, and getting them wrong means delays, rejections, and often unnecessary legal fees.
Today, we're launching a probate document tool that takes care of this entirely within Sunset.
TurboTax, but for Probate
The probate process is complicated and fact-dependent. Every state has different rules. Every county has different forms. The requirements change based on the size of the estate, whether there's a will, and who the heirs are. For many families, this process is more manageable than they think — but figuring out where to start and which forms to use is where most people get stuck.
Sunset's probate tool works the way TurboTax works for taxes: it guides you through a series of questions, determines exactly what documents you need based on your specific state and county requirements, and generates them for you — ready to file. What used to take weeks of research and potentially hundreds or thousands of dollars in legal fees now takes minutes.
Only Possible Because of Sunset's Financial Search
Here's what makes this different from any other document preparation tool: the probate process requires a complete picture of the estate — every asset, every debt, every balance. Without that information, you can't determine which probate path applies, whether the estate qualifies as a small estate, or what values to report on the forms. Most families spend weeks or months trying to piece that picture together manually.
Sunset already has it. Because our platform searches across 600+ financial institutions to identify bank accounts, retirement funds, insurance policies, debts, and more — complete with account numbers and current balances — we can feed that information directly into the probate workflow. The financial search and the legal documents work together as a single process. That's something no other tool can do, because no other tool has the data.
What We Generate
Depending on your situation, Sunset will prepare the right document for your case: letters testamentary if there's a will and you've been named executor, letters of administration if there's no will or no named executor, or a small estate affidavit if the estate qualifies under your state's threshold. Each document is tailored to the specific requirements of your county — across all 50 states and all 3,000+ counties in the United States.
Every document comes with clear, step-by-step instructions for what to do next, so you're never left wondering where to file or what comes after.
Online Notarization in Under 5 Minutes
Many probate documents require notarization. Sunset includes access to online notarization so you can get documents notarized from home in less than five minutes — no need to find a notary, schedule an appointment, or drive across town.
The Full Estate Settlement Workflow
This launch brings everything full circle. Sunset finds the accounts, gives you the complete financial picture, generates the legal documents you need based on that picture, helps you close and transfer the accounts, and provides an FDIC-insured estate bank account to receive the funds. Every step feeds into the next. That's the whole point — one platform, one process, from start to finish.
How Sunset helps families
No document preparation charges, no hidden costs.
For more complex or contested estates, we always recommend consulting with a probate attorney. But for the many families who just need the right documents prepared correctly, Sunset can help you get there faster.
Get Started
If you're managing the estate of a loved one and need probate documents, visit hellosunset.com to get started. It takes just a few minutes.
Questions? Reach us at [email protected].
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.
