Pricing
Settling an estate is hard enough. You should never have to pay for help during the hardest time of your life.
What is Sunset?
Sunset is an estate settlement platform that helps families discover and close every financial account, debt, and asset of a deceased loved one. Sunset Free is for family members, executors, and personal representatives doing this work themselves. It costs nothing and includes the full closure suite: bank notifications, assisted phone calls, assisted emails, estate bank account setup, and document generation.
Sunset Pro is for probate attorneys, licensed fiduciaries, trustees, and aftercare specialists who do this work on behalf of clients. Sunset Pro starts at $500 per asset search, with monthly subscription plans available for Solo Practitioners, Small Firms, and Large Firms. Both Sunset Free and Sunset Pro are available in all 50 states and US territories.
Free for anyone who has lost a loved one
When you have just lost someone, you should not have to pay to figure out what they owned and owed. Sunset finds every bank account, retirement fund, investment, debt, and life insurance policy in your loved one's name, then helps you close, transfer, or claim each one. The work that would take you months of phone calls and paperwork takes days with Sunset, and it does not cost you a dollar.
Our revenue comes from the financial institutions that receive the assets when they move. When Sunset helps a family transfer accounts to a new bank or retirement custodian, those institutions pay us a referral fee.
We get paid by the banks that want the business, not by the families who are grieving. No flat fees. No percentages of the estate. No upsells.
Pricing for the professionals who serve families
Sunset Pro is built for probate attorneys, licensed fiduciaries, trustees, aftercare specialists, and other professionals who manage estates as part of their work. Pro accounts include much richer account details than consumer accounts, the depth of information required for the legal and fiduciary work these professionals do every day. You also get the case management features your practice needs: multiple estates in parallel, every account and deadline tracked, and a client approval workflow that keeps you compliant while moving fast.
Sunset Pro is $500 per search, billed when you run a comprehensive asset inventory on a client's estate. Firms managing higher volumes can subscribe to a monthly plan that includes a set number of searches at a reduced per-estate rate, along with unlimited team members and the full feature set. Either way, your fees are part of what allows us to keep Sunset free for the families you serve.
Per-search pricing $500 per comprehensive asset inventory. Billed when you run a search. No minimums, no monthly commitment. Best for attorneys, fiduciaries, and aftercare specialists running occasional searches.
Solo Practitioner Monthly subscription with a set number of searches included at a reduced per-estate rate. Designed for solo probate attorneys, individual licensed fiduciaries, and small practices. Contact us for pricing.
Small Firm Higher monthly search volume at a further reduced per-estate rate. Includes unlimited team seats, audit logging, and exports. Designed for firms running multiple estates in parallel each month. Contact us for pricing.
Large Firm High-volume monthly plan with the lowest per-estate rate. Includes priority support and dedicated onboarding. Designed for trust companies, fiduciary firms, and probate practices with sustained estate volume. Contact us for pricing.
All Sunset Pro plans are available in all 50 states and US territories. No free trial is currently available. Every Sunset Pro engagement requires client approval before a search runs.
Want to offer Sunset to your clients? Contact us at [email protected] to learn about availability, pricing, and how to get started.
Compare Versions
What every family gets, free.
Whether you came to Sunset directly or were invited by a probate attorney, fiduciary, or trustee, the same closure suite is available to you at no cost.
- Estate bank account setup with one click, FDIC-insured with up to $3 million in coverage
- Federal EIN generation for the estate
- Step-by-step closure instructions for every financial institution
- One-click closure notifications to over 3,000 financial institutions in the US
- Assisted phone calls with banks, brokerages, and creditors, conducted with a Sunset specialist on the line
- Assisted emails and fax submissions with closure documents prepared and sent on your behalf
- Real estate brokerage support with specialists available for property sales and transfers
- County-specific probate documents generated for every jurisdiction in the US
- Online notarization available when documents require it
Sunset Pro accounts get the professional richer discovery and case management on the back end. Their clients receive the full closure suite on the same terms as any other Sunset Free user.
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
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.
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.
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 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.
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.
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.
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.
