Financial Discovery
Sunset will find and close retirement accounts, investment accounts, bank accounts, 401k, IRA, and more.
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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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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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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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Automated discovery and claiming 401k accounts, pension accounts, IRAs, Roth IRAs, and more on behalf of the estate.
Automatically discover and close health savings accounts and other similar financial accounts, like Medicare MSA accounts.
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Sunset will automatically search for property listings, real estate records, and vehicle titles in the records of all 50 States.
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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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Sunset will search for all business filings associated with the deceased; LLCs, Corporations, Trusts, etc. Available in all 50 States.
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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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