Give families one less thing to worry about
Request materials to include in your family packets about automating the estate and probate process.

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Our trifold pamphlets are designed to slip right into the folders you hand to families. They walk through how Sunset helps discover and close financial accounts after a loss — so families know there's an easier path forward.

2,500+
financial institutions we search
100%
bank-level encryption
15,000+
families who have used Sunset
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 deceased loved one.
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.
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.
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 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.
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 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.
