Simple Advisory Fee
While Sunset manages the money found using our software
1% Annual Fee
Discover bank accounts owned by the estate. This can also include associated small business accounts and other financial instruments at the bank or credit union.
Sunset will discover and list all eligible insurance benefits on behalf of the estate, including life insurance and funeral insurance. We will also help claim the insurance.
Automated discovery of credit cards at every major issuer; American Express, Visa, Mastercard and Discover. Sunset also looks for smaller issuers.
Automated discovery and claiming 401k accounts, pension accounts, IRAs, Roth IRAs, and more on behalf of the estate.
Automatically discover and close health savings accounts and other similar financial accounts, like Medicare MSA accounts.
Sunset will automatically search for property listings, real estate records, and vehicle titles in the records of all 50 States.
Sunset automatically looks for investment accounts of all kind, with every major and minor brokerage firm. Stocks, bonds, mutual funds, and more.
Sunset will search for all business filings associated with the deceased; LLCs, Corporations, Trusts, etc. Available in all 50 States.
We also double-check any unclaimed property that the deceased might have. This is often small payments from utility deposits or tax refunds.
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