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Financial Discovery

Sunset will find and close retirement accounts, investment accounts, bank accounts, 401k, IRA, and more.
Sunset estate software financial accounts discoverySunset Estate Discovery Automation Apple Android
Over
12,000 Hours
Time Saved
Over
$500 Million
Dollars Recovered

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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Direct Integrations

Our Trusted Partners

Sunset has integrations and partnerships with every major bank, credit bureau, investment platform, retirement account manager, insurance company, and financial institution of any kind in the United States.

Integration Partners

Download the #1 Estate App

It takes less that 5 minutes to get started.
Sunset estate software financial accounts discovery