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Retirement Account Discovery

Sunset's software can find retirement accounts, pensions, IRAs and more.

401k, IRA, and more

Sunset will automatically discover all kinds of retirement account types owned by the deceased, at every financial institution large or small.

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Account Status: Opened, Closed, Frozen, etc.
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Account Status: 401(k), IRA, Roth IRA, Pension, etc.
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Account Financials: $ Balance, Trade History, etc.
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Account Information: Account Number and Portfolio

Sunset will close the discovered accounts and move the money to an interest bearing Sunset IRA to hold until you are ready to withdraw.

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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
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Sunset IT Security
“At Sunset nothing is more important than our customers. Security and speed are our goals, in that order. ”
Rahul Singh IT Security

Start the account closure process now

It takes less that 2 minutes to get started.
Sunset estate software financial accounts discovery