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Select Integration Partners

Sunset automates the estate settlement by integrating with over 20,000 financial institutions, state and federal government departments, insurance carriers, and  others.

Below are some of the highlighted partners.
Chase Bank
The largest financial institution in America, Chase Banks group of offerings includes banking, loans, investments, and mortgages to individuals and trust and estate planning.
Merrill Lynch logo sunset estate settlement integration app
Merrill Lynch
A trusted name in finance, now part of BoA, delivering tailored solutions in banking, investments, estate management, retirement planning, and wealth solutions.
TD Ameritrade logo sunset estate settlement integration app
TD Ameritrade
Another leader in financial services in the US, offering banking, investment, trading, and retirement solutions to client directly and through estate planning.
Northwestern Mutual logo sunset estate settlement integration app
Northwestern Mutual
An leader in financial planning and life insurance, providing tailored solutions in banking, investments, estate planning, retirement, and wealth management.
Charles Schwab logo sunset estate settlement integration app
Charles Schwab
A pioneering force in finance, offering a comprehensive range of services including banking, investing, trading, retirement planning, and wealth management solutions.
Nationwide logo sunset estate settlement integration app
Nationwide Insurance
The most trusted name in protection, delivers a wide array of insurance solutions, including auto, home, life, and retirement products, ensuring peace of mind for all.
USAA logo sunset estate settlement integration app
USAA
USAA provides a full spectrum of services including banking, insurance, investments, and retirement planning, tailored to serve military members and their families.
New York Life logo sunset estate settlement integration app
New York Life
New York Life offers comprehensive financial solutions, including life insurance and estate planning services, ensuring a secure legacy for generations to come.
Fidelity logo sunset estate settlement integration app
Fidelity Investments
Experience the unparalleled expertise of Fidelity Investments, offering cutting-edge solutions in investments, retirement planning, and estate management.
State Farm logo sunset estate settlement integration app
State Farm Insurance
State Farm, a leading insurance provider, ensures your future with comprehensive coverage, including estate planning services tailored to secure your legacy.
PNC logo sunset estate settlement integration app
PNC
PNC, a premier financial institution, provides expert guidance in retirement planning and estate management, ensuring a secure financial future and a lasting legacy.
Prudential logo sunset estate settlement integration app
Prudential
Offering a diverse range of solutions including insurance, retirement planning, investments, and estate management, fostering long-term financial security and prosperity.

Plans and Pricing

Billed directly to the estate as a management expense, once. No ongoing payments, no billable hours.

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