Bank Account Discovery

Let Sunset find the bank accounts for the deceased.

Checking & Savings

Put our software to work finding all your departed loved one's bank accounts at every bank and credit union in the country.

Account Status: Opened, Closed, Frozen, etc.

Account Type: Checking, Savings, CDs, and more.

Account Financials: $ Balance, % APY, etc.

Account Information: Account Number and Ownership

When you are ready, Sunset can close these bank accounts for you, and move the money into your control with a Sunset estate account, earning interest while you get organized.

Sunset Estate Discovery Automation Apple Android

Find Accounts and Assets after a Death

Bank Accounts

We look for Checking and Savings accounts. We also include associated business accounts, CDs, money market accounts, etc. any account owned by the deceased.

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Life Insurance

Sunset will discover and list all eligible insurance benefits on behalf of the estate, including life insurance and funeral insurance. We will also help claim the insurance.

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Credit Cards

Automated discovery of credit cards at every major issuer; American Express, Visa, Mastercard and Discover. Sunset also looks for smaller issuers.

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Retirement Accounts

Automated discovery and claiming 401k accounts, pension accounts, IRAs, Roth IRAs, and more on behalf of the estate.

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Health Savings Accounts

Automatically discover and close health savings accounts and other similar financial accounts, like Medicare MSA accounts.

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Property and Vehicles

Sunset will automatically search for property listings, real estate records, and vehicle titles in the records of all 50 States.

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Investment Accounts

Sunset automatically looks for investment accounts of all kind, with every major and minor brokerage firm. Stocks, bonds, mutual funds, and more.

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Business FIlings

Sunset will search for all business filings associated with the deceased; LLCs, Corporations, Trusts, etc. Available in all 50 States.

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Unclaimed Property

We also double-check any unclaimed property that the deceased might have. This is often small payments from utility deposits or tax refunds.

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Financial Security

Sunset helps executors and administrators get organized, and stay organized. A clear picture on assets and liabilities for the estate and constant communication with beneficiaries.

100%

Asset Security

10x

More Efficient