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Estate Tasks

Sunset automates hundreds of tasks necessary to settle and close an estate.

Automated Financial Search

Sunset will find all the financial accounts associated with the deceased and automatically close them.

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Checking and Savings Accounts
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Investment and Retirement Accounts
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Credit Cards and Life Insurance
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Closing debts and liabilities
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sunset estate software automated estate notification

Estate Notifications

Many government departments and other organizations need to be notified after a death, to prevent identity theft and unnessarry expenses. Sunset does it all automatically.

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All 50 States and Federal government
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Credit Bureaus and Direct Marketing
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Mail forwarding and more...

Automated Estate System

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Social Security

Automatic notification to the Social Security Administration, to secure any survivor applicable benefits.

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Financial Institutions

Automated discovery of banks, credit unions, retirement funds, investment funds, and other financial assets.

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Insurance Benefits

Sunset will discover and claim all eligible insurance benefits on behalf of the estate, including life insurance.

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Document Security

Sunset will securely store your documents, including certified death certificates, wills, trusts, filings, bank agreements, etc.

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Mail Forwarding

Sunset works directly with the US Postal Service to forward mail to the estate, making sure nothing important is lost.

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Taxes and Debts

Sunset can assist with filing tax documents on behalf of the estate, and identify and pay all outstanding debts and obligations.

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Dept. of Motor Vehicles

Automatic notification to the DMV, available in all 50 states, to ensure safety from identity theft and fraud.

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Credit Bureaus

Notify credit bureaus to prevent new loans being taken out in the deceased's name, and discover accounts you may not have known about.

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Utilities

Sunset will automatically find and shut down the gas, power, telecom and other utilities on behalf of the estate once you're ready—and keep them on autopay until then.

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Health Savings Accounts

Automatically discover and close health savings accounts and other similar financial accounts.

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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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Beneficiary Distribution

Sunset will guide you through the process of distributing assets based on any existing will, best practices, and the wishes of all beneficiaries.

Financial Security

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

Plans and Pricing

Billed directly to the estate as a management expense, once. No ongoing payments, no billable hours.

Download the #1 Estate App

It takes less that 5 minutes to get started.
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