Automate the estate inventory
Sunset searches the IRS, credit bureaus, and banking databases to create a financial picture
The estate inventory bottleneck
Sunset gives your clients the complete picture
Your clients have a duty to marshal and account for estate assets, and most of them start with a stack of unopened mail and a rough idea of where their deceased banked. With Sunset you can open the matter with a documented inventory already in hand: bank accounts, retirement plans, brokerage accounts, real property, vehicles, business interests, life insurance, and debts, each traced back to an authoritative source like the IRS, the credit bureaus, or a national banking database.
With the estate inventory in hand from the start, you can decide the probate path on real numbers, file an inventory you are confident in, and stop absorbing the cost of client calls that open with "I think there might be another account somewhere."
Sunset also handles what comes after discovery
Once you have settled on the right probate path, your client can use Sunset to open an FDIC insured estate or trust bank account, notify institutions, close and transfer accounts, and distribute funds to beneficiaries. Statements and transaction history stay in one place, which makes the final accounting straightforward.
Want to offer Sunset to your clients? Reach out using the contact form below.
On your own
With Sunset
Client spends months sorting mail and calling banks
Search IRS, credit bureaus, and banking databases automatically
90%+ of statements are paperless and inaccessible
Most assets found within 1 business day
Unknown accounts go undiscovered or get escheated
Organized report with accounts, property, and debts
Repeated back-and-forth with incomplete information
Client approves the report — you start filing immediately
Inventory deadline looms with no confidence it's complete
Comprehensive results within 7–14 days
01 Attorney Setup
Upload documents and invite your client
Upload the death certificate, any probate filings already on record, and the will or trust if one exists. Add whatever context you have: full legal name and any former names, date of death, Social Security number, the last known address along with prior addresses, and any accounts the family already knows about. More detail up front means fewer gaps in the results.
When the file is ready, invite your client. They confirm their identity, review what you entered, and authorize the search. It takes a few minutes and there is nothing for them to install.
Authority is verified before anything runs. Sunset checks the requester's identity and their standing to act for the estate, which is the same question every institution will ask later.
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."
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."
Easy Process
"Step by step made it easy to get things done without feeling buried."
Less Scary
"They made the hard parts less scary. I just answered a few questions and felt guided."
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."
Stress Free
"Simple and stress free from start to finish. Even the life insurance claim."
Made It Doable
"Made something complicated, like probate papers, feel doable and not so scary."
Felt Cared For
"I felt cared for the whole way. Even when we had to handle my dad’s small business account."
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."
02 Sunset Search
Sunset searches government and financial databases
Once your client authorizes the search, Sunset queries the IRS and the Social Security Administration, all three credit bureaus, national banking databases, LexisNexis, DMV records, and unclaimed property databases in every state.
Results come back progressively. Tax and credit data usually returns within hours. Bank confirmations take 7 to 14 days because each one is verified institution by institution. You and your client both watch results arrive instead of waiting on a single delivery at the end.
Institutions are not told of the death during the search, and the verification we do with them does not disclose it. Life insurance is the one exception, since a claim cannot be filed without notice. Nothing is closed, frozen, or transferred until your client asks for it.
03 Estate Asset Review
You and your client both receive a detailed inventory
Both of you receive an organized report covering bank accounts, retirement accounts, brokerage and investment accounts, life insurance policies, real property, vehicles, business interests, and outstanding debts, with account types, estimated balances, account numbers, and title information for real estate.
The report is built to be used rather than skimmed. Figures carry straight into a court inventory or an estate accounting, and every line notes where the information came from so you can document how you got there.
Your client can act on the same report: open the estate account, request closures and transfers, file life insurance claims, and handle title work on vehicles and property. You stay on the file and can see what has moved without chasing anyone for a status update.
04 Contact Sunset
Reach out to learn more
Data sources & process
How we find accounts and assets
Sunset is SOC 2 Type II certified with annual independent audits, third-party penetration testing, and encrypted API connections.
Government records
Approved API partner of the IRS and Social Security Administration. We retrieve tax filings, 1099s, W-2s, and benefit records to identify where the deceased held accounts and earned income.
Banking databases
Approved API partner of national banking networks and LexisNexis, covering checking, savings, CDs, and money market accounts at 2,500+ financial institutions nationwide.
Credit bureaus
Approved API partner of Equifax, Experian, and TransUnion. We pull full credit history to identify creditor relationships, outstanding debts, loans, and institutional connections.
Frequently asked questions
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 robust 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.
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 your loved one lived or where the estate is being settled.
How can I pay estate expenses?
Once you have an estate bank account, you can use it to pay legitimate expenses related to settling your loved one's estate.
If you paid estate expenses out of your own pocket before the estate account was established, you may also be able to reimburse yourself from the estate, provided the expenses are legitimate and properly documented.
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.
How much does Sunset cost?
Sunset Free is completely free for families settling an estate. There are no upfront fees, subscriptions, or deductions from the inheritance. Families get access to asset discovery, probate document generation, account closure, asset transfers, and estate bank account setup at no cost.
Sunset Pro is our paid product 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.
Sunset's family product is funded through our bank partnership. The estate does not pay Sunset, and all assets ultimately go to the estate's beneficiaries and heirs.
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