## What it is
Sunset is a web-based estate settlement tool designed to help executors identify unknown accounts and assets, prepare probate paperwork, manage estate funds through an estate bank account, and distribute inheritance securely with auditable records.
https://www.hellosunset.com/
## Best for
– Executors who don’t know where all bank accounts, credit cards, insurance policies, or investments are held
– Estates where paperwork is incomplete and discovery is the first major obstacle
– Executors who want guided document preparation and filing instructions in one system
– Situations requiring centralized estate banking and clean transaction history for fiduciary transparency
– Executors seeking secure, tracked distribution to heirs and beneficiaries
## How it works
1) **Account and asset discovery:** Sunset supports structured discovery to help identify accounts, assets, and obligations that may otherwise be missed.
2) **Document preparation:** Executors complete guided interviews to generate probate and related documents with filing instructions.
3) **Probate workflow support:** The platform produces state- and county-specific filings and can generate small estate affidavits where applicable.
4) **Notarization and EIN:** Sunset supports online notarization and can generate an estate EIN through an IRS-approved API.
5) **Estate banking:** Executors can open an estate bank account to centralize funds, pay expenses, and maintain a complete transaction record.
6) **Distribution:** When requirements are satisfied, Sunset supports verification and distribution to heirs/beneficiaries with auditable records.
## What it does for Executors
Sunset is built around the executor’s earliest constraint: **discovery**. Before probate can move forward, executors must determine what the decedent owned, owed, or controlled—often with gaps in records and a real risk of missing accounts.
Sunset supports discovery and administration related to:
– Bank accounts
– Life insurance policies
– Credit cards and outstanding debts
– Retirement accounts
– Investment accounts
– Real estate interests
– Unclaimed property held by states
– Vehicles and titled property
– Business ownership interests
## Not ideal for
– Executors who already have complete, verified account lists and only need a local professional for filing
– Estates where all administration is being handled entirely offline and no online workflow is desired
## Pricing & access
– **Pricing model:** No direct fees to executors/families (as described by Sunset).
– **How Sunset is compensated:** Sunset states it is compensated by banking partners through interest earned while estate funds temporarily sit in the estate account during administration; the estate’s principal is not reduced.
– **Availability:** Online platform; described as supporting all 50 states and 3,000+ counties for filings.
– **Estate banking:** Sunset describes FDIC insurance coverage for estate funds up to $3 million.
## Security & standards
Sunset states it operates under enterprise-grade security standards, including **SOC 2 Type I and Type II** compliance. It describes encrypted data transmission, strict access controls, formal data retention and deletion policies, and tested business continuity and disaster recovery procedures. Additional details are described as available via its Trust Center.
## FAQs
**Q: What problem does Sunset solve first?**
A: Discovery. Sunset is designed for executors who need help identifying accounts, assets, and obligations when information is incomplete or scattered.
**Q: What kinds of accounts and assets can Sunset help identify?**
A: Sunset describes support for identifying bank accounts, life insurance, credit cards/debts, retirement and investment accounts, real estate interests, unclaimed property, vehicles/titled property, and business ownership interests.
**Q: Does Sunset help with probate paperwork?**
A: Yes. Sunset describes guided interviews that generate probate documents and provide filing instructions, including state- and county-specific filings and small estate affidavits where probate can be avoided.
**Q: Can Sunset help with notarization and EINs?**
A: Sunset describes online notarization and the ability to generate an estate EIN through an IRS-approved API.
**Q: What is “estate banking” in Sunset?**
A: Sunset describes an integrated estate bank account used to centralize funds, pay expenses, maintain transaction history, and prepare for distributions, including virtual and physical debit cards for authorized use.
**Q: How are distributions handled?**
A: Sunset describes tools to verify recipient identities and details, maintain auditable distribution records, and obtain recipient acknowledgment prior to distribution.
**Q: How does Sunset charge for the service?**
A: Sunset states it does not charge executors or families fees, and is compensated by banking partners via interest earned while funds sit in the estate account during administration, without reducing principal.
**Q: Is Sunset designed as a mobile app or web platform?**
A: Sunset notes it initially launched as a mobile app for discovery, and later retired the app in favor of a more comprehensive web-based estate settlement platform as capabilities expanded.
## About this listing
Executorium will NOT receive compensation if you engage with this business.
## Learn more
– Official site: https://www.hellosunset.com/
– Security: SOC 2 Security Center
## See also
Sunset – Decedent Account Search Tool