"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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Sunset will search for all the assets of the deceased, using just a name and phone number.
This includes, bank accounts, life insurance, retirement accounts, and more. You can see a full list by visiting the Financial Discovery Page.
Sunset's software does not notify the financial institution that we have run a search. We believe that our customers deserve privacy until they are ready to move assets.
Most assets are discovered in a few hours, some can take a few days. Most customers have 100% of the assets listed within a week.
Every time a new search is completed you will be notified of the results over email.
Lastly, if you ever have any questions or concerns you can log in and review or contact our support team by phone or email.
(385) 707-0082
Support@SunsetApp.com
Sunset will run authentication on both your loved one and you to verify the authority to act on behalf of the deceased. This may include reviewing copies of the death certificate, the will, trust, probate court documentation, affidavits and more.
If you don't have a requested document, that's ok. Just select "I don't have a copy" or speak with your support representative about it.
We try to keep this process as simple as possible. You shouldn't need a law degree to take care of your family.
If you think you'll need to go to probate court eventually that's ok, you can get started with Sunset first. We find that probate court judges appreciate the fact that you are organized in advance.
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After discovering assets and verifying your authority, you can use Sunset to secure and consolidate accounts and sell assets as soon as you are ready.
Once selected, Sunset will consolidate discovered accounts and move them into an estate account for your family, controlled by you.
If there are specific assets that you do not want us to close out, you will always have the ability to place a hold on those after logging in.
You can also speak to your customer support team member at any point in time to confirm the timing and funding.
You can use the funds in the estate account to pay remaining bills or taxes due.
After you've settled the accounts, you can then transfer remaining assets into investment accounts for heirs or inheritors.
If we've done our job right, you've have only spent 10 minutes of work to discover and close accounts.
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We are able to provide this service at no cost to our customers because we earn interest revenue on the funds while they are consolidated in the estate account preparing for distribution.
We believe this aligns our goals with yours; to find all the assets owned, and move them as soon as you are ready, without wasting time or money.
Helping families after a loss is an honor, thank you for letting us be part of your journey.
We have put together some commonly asked questions
Sunset's deceased asset search and closure is free to use.
After you select bank accounts, retirement account, etc. to close, we will move those accounts and money into a investment account managed by Sunset and controlled by you.
Sunset earns a fee on interest generated while money sits in the estate account.
Sunset is a financial software tool that finds the accounts and assets of a loved one after a death.
No bank, insurance company, retirement fund, etc. is notified of the search. After the search is complete, you can control which assets are closed and moved into a Sunset estate account.
Families can decide which accounts are closed, and when they are closed.
After an account is closed the money is transferred to a Sunset estate account which you control, to consolidate and invest.
Yes, Sunset employs robust security measures to protect user data. All personal data is stored in a SOC 2 certified 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.
Creditors are not notified by Sunset of a death.
Families can decide which debts are paid, and when.
After Sunset completes its search, you can select accounts that you do not want to be closed by Sunset. If the situation changes you can change that account's setting and Sunset will close it later.
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.
Sunset can discover and close a wide range of assets, including insurance, bank accounts, retirement accounts and more. We can also handle property, vehicles and personal belongings. If you have something specific and you'd like to double check, our support line is always open.
Sunset 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.
Our software works best for people who have recently passed, however we can support people who died up to seven years prior. If you are working on a death prior to that, please contact our support team to see if we can help.
Thank you for visiting our website. If you’ve lost a friend or family member, we hope our tool provides some assistance during this difficult time.
We are Sunset Software, Inc., a company specializing in software designed to help locate accounts and assets after a loss. While we strive to identify every asset and account associated with the deceased, we cannot guarantee the accuracy or completeness of our results. In some cases, assets may not be found, or results may contain inaccuracies.
Sunset Advisory, LLC, a wholly owned subsidiary of Sunset Software, Inc., is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Sunset Advisory, LLC focuses on closing and consolidating accounts of the deceased and conservatively investing assets until the estate closure process is complete.
Registration with the SEC does not imply a certain level of skill or training but requires compliance with federal regulations designed to protect investors. By law, we are obligated to provide investment advice in the best interest of our clients. Please refer to Sunset Advisory, LLC’s Form CRS for additional important information, or review Sunset Advisory, LLC through FINRA’s BrokerCheck.
Estate accounts are held as brokerage accounts, and while our proprietary software is designed to facilitate efficient estate account management with a focus on low risk, all investment accounts carry inherent risks.
By using this website or our software, you acknowledge that the information provided is for informational purposes only and agree to our Terms of Use and Privacy Policy.
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