Select Integration Partners
Sunset automates account discovery and closure after a death, by integrating with over 20,000 financial institutions, state and federal government departments, insurance carriers, and others.
Below are some of the highlighted partners.
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
A trusted name in finance, now part of BoA, delivering tailored solutions in banking, investments, estate management, retirement planning, and wealth solutions.
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
An leader in financial planning and life insurance, providing tailored solutions in banking, investments, estate planning, retirement, and wealth management.
Charles Schwab
A pioneering force in finance, offering a comprehensive range of services including banking, investing, trading, retirement planning, and wealth management solutions.
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
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
New York Life offers comprehensive financial solutions, including life insurance and estate planning services, ensuring a secure legacy for generations to come.
Fidelity Investments
Experience the unparalleled expertise of Fidelity Investments, offering cutting-edge solutions in investments, retirement planning, and estate management.
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
PNC, a premier financial institution, provides expert guidance in retirement planning and estate management, ensuring a secure financial future and a lasting legacy.
Prudential
Offering a diverse range of solutions including insurance, retirement planning, investments, and estate management, fostering long-term financial security and prosperity.
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