The latest industry news and resources
How to Close Down an HSA Account on Behalf of an Estate
Closing an HSA for an estate involves paperwork, communication with the provider, and understanding tax implications.
Navigating the Maze: A Guide for Executors on Settling Estate Debts
Understand debts, notify creditors, negotiate repayment, seek professional assistance, ensure transparency.
Working with the DMV on Behalf of an Estate
Handling DMV matters for estates involves documentation; Sunset automates tasks for efficient management.
Streamlining Estate Administration: Working with Bank Managers to Close Investment Accounts
Collaborating with bank managers ensures efficient closure of investment accounts during estate administration.
Navigating Estate Closure: Working with Credit Bureaus
Effective estate closure involves notifying credit bureaus; Sunset's software automates tasks for executors.
Executor Tasks: Working with the Social Security Administration
Executors must manage deceased's Social Security benefits, including notifying SSA and returning overpayments promptly.
Unveiling Estate Assets: How to Find Bank Accounts
Effective strategies for finding estate bank accounts, including professional assistance and leveraging technology like Sunset.
Effective Communication Strategies for Estate Executors to Beneficiaries
Effective communication fosters trust; Sunset's software aids executors in streamlined estate communication.
Managing Estate Affairs: The Importance of Mail Redirection
Mail redirection for estates ensures important correspondence reaches appropriate parties, safeguarding privacy and security.
%20cropped.png)
