Estate Settlement Pricing
Settle an estate for $120. Everything included.
One flat fee to find the deceased's assets, open an estate bank account, and automatically notify and transfer any inheritance.
$120 for families
Use Sunset to discover the deceased's bank accounts, retirement funds, investments, debts, and life insurance policies, then transfer them to an estate bank account, pay bills and distribute the inheritance with ease.
With Sunset you can settle an estate simply and easily, and our software tool will guide you every step of the way, from the first account discovery, to mailing the final check.
The price is the same whether Sunset finds one account or twenty, and Sunset never takes a percentage of the estate. In most cases Sunset's fee is reimbursable as an administrative expense.
What every family gets
Whether you came to Sunset directly or were invited by a probate attorney, fiduciary, or trustee, the same closure suite is available to you.
- Discover all financial accounts using our search tool, so you know what needs to be taken care of
- 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 with a click
- 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
- Experienced support from helping over 15,000 families all across the country
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 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.
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? Reach out to learn more.
Sunset for families vs. Sunset for professionals
Data sources & process
How Sunset finds 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 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 $120 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.
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 can I pay estate expenses?
Once you have an estate bank account, you can use it to pay legitimate expenses related to settling the estate. Sunset's fee is one of those expenses.
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.
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 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.
