Life Insurance Discovery

Sunset's software can find life insurance, and related insurance policies, then claim them automatically.

Policy Search

Sunset will search and claim all relevant life insurance, and funeral insurance polices owned by the deceased.

Policy Status: Current, Closed, Processing, etc.

Settlement Options: Lump sum, death benefit, etc.

Beneficiaries: Directed Beneficiaries, Contingency, etc.

Policy Information: Carrier, Policyholder, and $ Policy Value.

After discovery, Sunset can automatically submit a claim on behalf of the beneficiaries, moving the payment sum to a Sunset estate account to earn interest and distribute to the beneficiaries.

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.

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Asset Security

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More Efficient