February 26, 2026

Sunset Software Inc. has announced the release of its inaugural 2025 Estate Settlement Report Card, a national evaluation of 100 of the largest U.S. banks, brokerages, retirement providers, and life insurance companies and their estate settlement processes.

The report examines how major financial institutions manage account closures, asset transfers, and beneficiary claims following the death of an account holder. Drawing on more than 1,000 real family experiences during the 2025 calendar year, the publication introduces a structured grading framework focused on accessibility, documentation, communication, staffing, and overall estate support.

According to Sunset, the goal of the Report Card is to bring greater transparency to a process that affects millions of American families each year and to encourage consistent standards across the financial services industry.

The 2025 edition marks the first in what the company plans to make an annual publication.

The full report is available online as a downloadable PDF:
https://cdn.prod.website-files.com/68a33690d1f4be780f5e657d/699b5558a0cde3a57f8ac36f_Sunset%202025%20Estate%20Settlement%20Report%20Card%20-%20Full%20Report-compressed.pdf

For additional information, visit:
https://www.hellosunset.com/announcements/2025-estate-settlement-report-card-grading-americas-financial-institutions

For press inquiries, contact:
press@hellosunset.com

About Sunset Software Inc.
Sunset is a Y Combinator-backed software company that assists families in identifying and transferring financial assets after a death. The company provides tools designed to help navigate estate settlement across financial institutions nationwide.