"Sunset took care of the banks and the insurance, so I could take care of my family after my dad passed." -Cynthia M.
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Using just the name and phone number of the deceased, Sunset's software can begin its search.
Sunset will look for bank accounts, retirement accounts, investments, property, credit cards, and more.
Upload a copy of the will, trust, probate affidavit, power of attorney, or any other documentation that verifies your authority on behalf of the deceased.
Sunset will move the money from all the different accounts owned by the deceased, into a Sunset estate account. You can use the funds to pay bills, taxes, and more. When you are ready, we can distribute to you or the heirs.
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Sunset charges an advisory fee, billed monthly, while the estate assets are deposited with us in an interest bearing account.
We deposit the assets in a secure account managed on behalf of the estate. That means the assets earn interest while we consolidate accounts. We typically see between 4-5% APY earned on estate assets.
We have put together some commonly asked questions
We charge a 1% annual admin fee while assets sit in an interest bearing estate account managed by Sunset. So we make our fee while your assets earn interest in a safe and secure account.
The admin fee is billed monthly, and you'll receive a monthly statement with interest earned, admin fee, and balance listed.
Sunset is a financial software tool that finds the accounts and assets of a loved one after they've passed. Sunset can also automate the closure and transfer of those assets into a Sunset IRA account.
Families can decide when those accounts are going to close, and once they are ready, they can distribute out of the Sunset estate account.
Yes, Sunset employs robust security measures to protect user data. All personal data is stored in a SOC 2 compliant database, and financial account connections are compliant with ISO 27001, ISO 27701, and SSAE18 SOC 2.
Sunset helps users identify outstanding debts and liabilities of the estate including credit cards balances, mortgages, property taxes, personal loans, etc.
The average person spends more than 600 hours and 16 months settling an estate. Sunset automates asset discovery so that you can spend time with your family in a time of grief, while getting the estate settled and funds distributed out to beneficiaries.
Sunset can handle a wide range of assets, including bank accounts, real estate, investments, digital assets, and personal belongings. You can even store all important documents all in one place.
The Sunset app can help settle disputes among family and heirs by providing a clear financial picture of the estate assets.
Yes, Sunset is designed to handle estates of varying complexities, including those with multiple properties, investments, and accounts.
Yes, Sunset will help find any accounts you didn't know existed, including bank accounts, retirement accounts, and more.
Yes, our customer support team is available to assist users with any questions or issues they may encounter during the estate settlement process, over messaging, phone, or email.
No, Sunset only helps to settle an estate after the death has occurred. There are many great websites and law firms to help with preparation and planning, including wills, trusts, and tax planning.
