Sunset Software, Inc. (sunsetapp.com) provides a financial software tool designed to help individuals and families discover, manage, and settle the accounts and assets of a loved one after their passing. The platform assists users in identifying a wide range of financial assets and liabilities, including bank accounts, stocks, bonds, investment and retirement accounts, real estate, life and funeral insurance policies, credit card accounts, personal loans, mortgages, and property records.
Sunset’s tool does not alert banks or insurance companies during the discovery process, maintaining privacy for users. After assets are identified, users can choose which accounts to close or consolidate, moving them into a dedicated Sunset estate account for streamlined management and investment. The software also generates essential probate documents required for closing accounts, simplifying the estate settlement process for families.
What Problem Does Sunset Solve?
Settling a loved one’s financial affairs can be complex and overwhelming, especially when assets are dispersed across multiple institutions or are difficult to locate. Sunset addresses this challenge by:
- Quickly discovering hidden or forgotten financial accounts and property records.
- Allowing families to control the closure and transfer of assets into a single estate account.
- Generating the necessary legal documents to facilitate probate and account closure, reducing paperwork and administrative burden.
Who Uses Sunset Software, Inc.?
Sunset is designed for individuals and families managing the affairs of a deceased loved one, as well as for professionals who assist with estate planning and probate. Notable users include Robert Adams, Susan Andrews, Brittney Scott, Brian Gaddes, Kelly Connor, and Brandon K. The platform’s emphasis on privacy, ease-of-use, and comprehensive asset identification makes it valuable during emotionally challenging times.
What Makes Sunset Different?
A key differentiator for Sunset is its ability to provide same-day financial discovery results, unveiled in its November 2024 update. Users can now receive rapid search outcomes—often within the same day—by uploading a photo of the death certificate, all at no cost. The service remains completely free, further lowering barriers for families who need support during estate settlement.
Does Sunset Notify Institutions?
No, Sunset’s process is confidential. The software does not notify banks, insurance companies, or other financial institutions about the asset search, giving users full control over the information and timing of disclosures.
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