"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, after submitting a search request, you will receive a call from a customer service rep. They will be your main point of contact during this process.
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 customer rep 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 are organized in advance.
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After discovering assets and verifying your authority, Sunset will close all of the funds discovered and move them into an estate account for your family.
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 a high-yield account to set up for your retirement.
If we've done our job right, you've have about 10 minutes of work on our app getting set up, managing the process, and started earning money for your own financial plans.
If you don't have a requested document, that's ok. Just select "I don't have a copy" or speak with your customer rep 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 are organized in advance.
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We are able to provide this service at no cost to our customers because we earn interest revenue from our partner bank while the funds are being moved.
We believe this aligns our goals with yours; to find all the assets owned, and move them as soon as you are ready.
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 is free to use. We earn interest on deposited estate accounts. So we make our fee while your assets sit in a safe and secure account.
Sunset is a financial software tool that finds the accounts and assets of a loved one after they've passed.
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 when those accounts are going to close.
After an account is closed the money is transferred to a retirement 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.
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.
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.
Sunset can handle 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.
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.
