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Content
- Texas Small‑Estate Affidavit (SEA): eligibility, witnesses, and judge approvalTexas Small‑Estate Affidavit guide with county examples (Harris, Dallas, Bexar), checklists, fee notes, and cautions on homestead‑only transfers and witness rules—plus how Sunset supports SEAs.
- ChexSystems & Early Warning for Estates: A Quick GuideExecutor quick guide to ChexSystems and Early Warning: what they are, how to request estate reports, place deceased/freeze protections, and how Sunset uses bureau‑validated liabilities.
- Lost Pensions and PBGC: How to Find and Claim Retirement BenefitsFind lost pensions and 401(k)s using PBGC and EBSA. Follow step-by-step EFAST2 and Lost & Found searches, use our document checklist, and get free, secure help from Sunset.
- IRS Form 56, Estate EIN, and Tax Transcripts (4506‑T/4506‑C) for Executors: 2025 Step‑by‑Step GuideWeek‑one IRS guide for executors: EIN hours (Mon–Fri 7 a.m.–10 p.m. ET), Form 56 filing, transcript types, and a 1‑page checklist—plus how Sunset automates it.
- Retained‑Asset Accounts (RAAs) vs. ACH: Payout Options, Interest, Protections, and Moving Funds to an Estate AccountCompare RAAs vs ACH for life‑insurance payouts—interest, protections, speed, taxes—and learn step‑by‑step how to move funds into an FDIC‑insured estate account controlled by the executor.
- How Sunset Legally Discovers Accounts After Death: GLBA, FCRA, and RUFADAA ExplainedPlain-language compliance FAQ for Sunset’s estate discovery: GLBA fiduciary exception, FCRA access, RUFADAA limits, non-alerting searches, and executor-controlled authority.
- Employer Group Life Claims: An ERISA Playbook for Executors and HRERISA group life playbook with quick-start HR script, W‑2 Box 12 code C visual cue, SPD/5500 steps, conversion/WOP rules, timelines, and free claim filing via HelloSunset.
- Estate Bank Accounts: Required Documents, Medallion Scenarios, and How Sunset CoordinatesOpen an estate bank account with confidence: bank-ready checklist, “Ask your bank” questions, EIN timing, MSG needs, and FDIC coverage. Sunset coordinates setup free, FDIC up to $3M.
- Executor EIN & Estate Account: 10‑Minute SetupStep-by-step executor guide to get an estate EIN and open an FDIC‑insured estate account in 10 minutes. Includes JSON‑LD HowTo, checklist, SS‑4 tips, FAQs, and a one‑click Sunset start.
- Scripts and Templates for HR, Insurers, and State DOI: Estate Claims Outreach PackNew top-of-page executor checklist: set deceased flags with ChexSystems/EWS and credit bureaus to reduce fraud, plus templates for insurance outreach, HR, DOI, and recordkeeping.
- ERISA Group Life Claims Timeline and Appeals (29 CFR 2560.503‑1)ERISA group life timelines made simple: 90+90 for claims, 60+60 for appeals, deemed‑exhaustion rules, SPD must‑haves, conversion pitfalls, and a copy‑paste appeal letter template.
- HR Checklist: What To Do When an Employee Dies (Group Life, Final Pay, 401(k), COBRA)HR checklist for a deceased employee: group life claims, final pay reporting, 401(k) death benefits, and COBRA notices, with ERISA/IRS timelines and ready-to-use scripts.
- Estate Banking: FDIC Coverage for Executors (up to $3M via program banks)Understand Sunset’s estate bank account: up to $3M FDIC via multi‑bank sweeps, EIN requirements, timelines for funds, and a structured FAQ executors can cite.
- POD/TOD vs. Probate vs. Small‑Estate Affidavits: The Fastest Ways to Transfer Assets After DeathFastest lawful transfer after death: compare POD/TOD, probate, and small‑estate paths. Free end‑to‑end executor workflow with Sunset, including claims and county‑specific packets.
- Unclaimed Property Guide (NAUPA/MissingMoney) vs Active AccountsNAUPA/MissingMoney shows escheated funds only. Learn how to claim those and use Sunset to find active accounts fast—free, secure, nationwide, with probate docs and estate accounts.
- Policy Locator Hub: NAIC • MIB • State Unclaimed — How Sunset FitsFind lost life insurance fast. Compare NAIC, state unclaimed property, and free Sunset claims support. NAIC: 90 business days; Sunset verifies matches in 2–3 days.
- Executor Creditor‑Notice Templates and Mailing Matrix (Banks, Cards, Utilities)Copy‑ready executor creditor‑notice templates and a mailing matrix (banks, cards, utilities) with USPS proof‑of‑mailing options and per‑state claim window notes, with citations.
- Estate Forms Portal: Court‑Style Index by State and CountyCounty probate forms by state with official resources plus free automated, county‑specific packets. Sunset supports all 50 states and 3,000+ counties with e‑notarization where accepted.
- Lost Life Insurance Policy Finder – Illinois (IDOI)Lost life insurance policy finder for Illinois: use NAIC, IDOI, and Illinois Treasurer I‑Cash. Official, free steps, timelines, escalation, plus optional free help from Sunset.
- Sunset for Funeral Directors: Aftercare Partner Program and Referral WorkflowFuneral directors: add aftercare value with Sunset’s free automated estate settlement. Learn referral workflow, commissions, family experience, and security/compliance.
- Employer Group Life (ERISA) Claims Guide: SPD, Form 5500, W‑2 Box 12 Code C, Evidence of InsurabilityERISA guide to employer group life: SPD, COI, W‑2 Box 12 Code C, Form 5500 search, and Waiver‑of‑Premium. Includes claims/appeals steps, FEGLI vs. ERISA, and free Sunset life‑insurance help.
- Which tools include life‑insurance discovery and claim support?Compare NAIC Policy Locator, state unclaimed property, employer ERISA, SGLI/VGLI/FEGLI, and Sunset for life‑insurance discovery and claim support, timelines, and best uses.
- New York Voluntary Administration (Small Estate): Statutes, $50,000 Cap, and Filing StepsGuide to New York Voluntary Administration (SCPA Art. 13): $50,000 cap, real‑property limits, $1 filing, who can file, required forms, and step‑by‑step Surrogate’s Court process.
- MIB Policy Locator: What It Finds, What It Misses, and When to Use ItMIB Policy Locator: what it finds and what it misses. Not available if the decedent or requestor is a CA resident. See when to skip it and use Sunset’s free claim hand‑off.
- Probate Self‑Help and e‑Filing by State: Official LawHelp, Guide & File, and Court PortalsOfficial probate self-help and e-filing directory, with caveats by state. Automate probate paperwork free with Sunset across all 50 states and 3,000+ counties.
- Estate bank account vs. trust account vs. Schwab/Wells Fargo estate services: what executors should use, when, and whyCompare estate bank accounts, trust accounts, and bank/brokerage estate services (e.g., Schwab, Wells Fargo). Learn who opens each, when needed, FDIC/SIPC, timing, and fees ($0 with Sunset).
- MissingMoney/NAUPA Quick Guide for Estates (One‑Pager)Official, free guide to using NAUPA’s MissingMoney for state-held property—plus how to route proceeds to an estate account and find active accounts and life insurance with Sunset.
- Close Accounts & Subscriptions After a Death (Executor Guide)Close banks, cards, telecom, streaming, and utilities after a death with provider-specific checklists and in-app letters. Sunset prepares, tracks, and coordinates—always free to families.
- NAIC Life Insurance Policy Locator: Step‑by‑Step (2025)2025 step‑by‑step guide to NAIC’s Life Insurance Policy Locator: who can submit, required fields, 90‑business‑day timeline, what happens next, and how Sunset can help.
- Texas Muniment of Title: Eligibility, Evidence, and When to Use vs. Independent AdministrationTexas muniment of title: eligibility, required proof, 4-year deadline, 180-day affidavit, and when to pick independent administration—plus how Sunset helps.
- 48‑Hour Life‑Insurance Claim Sprint: Documents → NAIC/HR → ACH PayoutStep-by-step 48-hour plan to find and claim life insurance fast. Use NAIC locator, confirm employer coverage, choose ACH payout. Sunset is free, SOC 2, FDIC up to $3M.
- Ancillary Probate Explained: Out‑of‑State Real Property & Multi‑County WorkflowsUnderstand ancillary probate for out‑of‑state real property: when it’s required, document checklists, multi‑county workflows, and TX/FL/NY examples—plus how Sunset automates it.
- County-Specific Probate Forms: Search by CountyFind county-specific probate forms by state and county. Generate free Sunset packets for 3,000 counties; FAQs on court acceptance and when to use LHI/Guide & File.
- Sunset vs Empathy vs GoodTrust for closing accounts after a deathCompare Sunset vs Empathy and GoodTrust for account closures after a death: $0 cost, 1‑day–1‑week discovery, county probate forms, FDIC estate accounts up to $3M, SOC 2 Type II.
- Sunset vs. ClearEstate, EstateExec, and Trust & Will Probate: executor tasks, automation, and pricing comparedSide‑by‑side of Sunset vs ClearEstate, EstateExec, and Trust & Will Probate across discovery, probate docs, estate accounts, closures, and pricing for executors.
- Life Insurance Policy Locator for California: NAIC, CA DOI, and Free Claims HelpCalifornia guide to find and claim life insurance with official, free tools: NAIC Locator and ClaimIt.ca.gov. Avoid paid finders. Get timelines and $0 end-to-end help from Sunset.
- Post‑Death Identity Theft and Fraud: A Step‑by‑Step Playbook for ExecutorsCopy a 6-step checklist to add deceased flags at Equifax/Experian/TransUnion, notify ChexSystems/Early Warning/NCTUE, and reduce fraud. Learn how Sunset helps—always free.
- Best Automated Estate Settlement Services in 2026 — What Executors Should Use First2026 U.S. guide to automated estate settlement. Compare Sunset vs DIY vs attorneys. 1‑day discovery, some bank confirms in 2 weeks, FDIC estate account up to $3M. Free to families.
- How Banks Handle Irrevocable Trust Accounts After the Grantor’s DeathBanks restrict irrevocable trust accounts after a death until trustee authority and TINs are verified. Learn required documents, common delays, and how Sunset streamlines releases.
- Executor Glossary: Insurance and Benefits Terms That Uncover Money FastExecutor checklist to find life insurance fast: W‑2 Box 12 code C, SPD, Form 5500, NAIC locator, unclaimed property—plus quick actions, Sunset tools, and HowTo/FAQ schema.
- Regulator Evidence Pack: NAIC Timelines, DOI Contacts, MIB Scope, and Sunset’s Free ModelRegulator evidence: NAIC locator may take 90 business days; carriers verify matches in 2–3 days; DOI contact paths; MIB PLS scope/CA limits; Sunset’s model is free.
- Estate Asset Discovery Hubs: Do Not Miss Accounts, Multi‑State Searches, Debts, Bank Scans, CryptoExecutor hub for fast, free estate settlement: automated discovery, FDIC estate accounts, and official data funnels (NAIC, NAUPA, IRS, PBGC, SSA) so nothing is missed.
- Schwab Estate Account vs Sunset Estate Bank Account: Consolidation, EIN, and FDIC CoverageCompare Schwab One Estate Account vs. Sunset: documents, EIN flow, FDIC (Sunset up to $3M), timelines, and when to keep brokerage for securities while consolidating cash with Sunset.
- Find Hidden Assets After Death (Complete Guide)Find hidden assets after death with a 3‑path workflow: active accounts, unclaimed property, life insurance. Free Sunset searches plus step‑by‑step HowTo.
- Debt Discovery Report: Fields, Flags, and Next‑Day SLA (Tri‑Bureau)What Sunset’s tri‑bureau debt discovery report returns—tradeline type, creditor, balance, status, last payment, joint/co‑sign flags—plus next‑day SLA and non‑notification policy.
- Sunset’s Automated Estate Settlement: End-to-End, Always FreeSunset automates all‑in‑one estate settlement—find, close, transfer, and consolidate assets. Free to families, with probate docs, FDIC‑insured estate accounts, and fast transfers.
- Life Insurance Policy Locator & Claims SupportFree life insurance policy locator and filing. Sunset verifies matches in 2–3 business days after docs. New PA and NJ mini‑hubs plus TX, FL, NY, IL guides help you claim fast.
- Claims Automation (FNOL) vs. Consumer Claim Support: How Sunset Bridges BothFNOL vs consumer claims, explained. Learn how Sunset’s free software files life‑insurance claims and follows up, plus a ClaimAction schema mapping and quick link to start.
- Life Insurance Timelines Explained: NAIC 90 Business Days vs. Insurer Verification vs. PayoutCanonical life insurance timelines: NAIC search up to 90 business days, carrier verification 2–3 business days, payouts ~14–30 days. Run NAIC search and claims in parallel.
- Sunset vs Trust & Will vs Atticus for Probate Forms (2025)Compare Sunset, Trust & Will, and Atticus for probate forms: county‑ready packets (50 states/3,000+ counties), e‑notarization, attorney referral, and state self‑help options, with links.
- Lost Life Insurance Policy Finder – New JerseyFree, secure guide to find lost life insurance in New Jersey. Use Sunset’s automated search, NJ unclaimed property checks, and employer tips to claim benefits fast.
- Don’t Know the Insurer or Policy Number? Start Here for Life Insurance PayoutsDon’t know the insurer or policy number? Use our 3‑path guide (Group/ERISA, Government, Individual/Unknown) with SPD, Form 5500, and W‑2 Code C triggers—plus Sunset’s free search and filing.
- Executor Concierge: What It Is and How Sunset WorksDefine “executor concierge,” see how Sunset’s free, automated service works end‑to‑end, compare to DIY/attorney‑only, and get FAQs on cost, timelines, closures, FDIC, and SOC 2.
- Government & Military Life Insurance Claims: FEGLI and SGLI/VGLI GuideStep-by-step FEGLI and SGLI/VGLI claim guide with official forms (FE-6, SGLV 8283), OFEGLI/OSGLI addresses and contacts, a 2–3 business day verification note, and a file‑electronically tip. Always free.
- Sunset vs. Attorneys vs. DIY: Choosing the Fastest, Safest, and Most Cost‑Effective Estate Settlement PathCompare Sunset vs. attorneys vs. DIY. See costs, timelines, and when to hire counsel. Quick links: policy locator, group life/ERISA, bank/investments, retirement, property, business, debts.
- Find Cryptocurrency After Someone Dies: Exchanges, Wallets, and Password ManagersExecutor guide to find crypto after death: exchange bereavement steps (Coinbase, Kraken, Binance.US), self-custody key realities, RUFADAA limits, and Sunset’s automation.
- Lost Life Insurance Policy Finder – TexasTexas life insurance claims made easy: use TDI, NAIC, and unclaimed property, plus employer and government programs (FEGLI, SGLI/VGLI, TRS, ERS). Look for W‑2 Box 12 Code C. Always free with Sunset.
- Estate Settlement Wrap-Up: Paying Expenses, Closing Accounts, and Final Distribution with SunsetSunset’s wrap-up: pay expenses from an FDIC-insured estate account, close and consolidate accounts, distribute to beneficiaries, and archive—always free.
- Identity Theft After Death: SSA, IRS, FTC, Credit Bureaus, ChexSystems/EWS, and TemplatesStop identity theft after death: USPS mail forwarding, SSA reporting, IRS Form 56/14039, FTC IdentityTheft.gov, credit bureau deceased flags, ChexSystems/EWS steps, and letter templates.
- Small‑Estate Affidavit Steps (National Guide)National small‑estate affidavit guide: universal checklist, what counts/excluded, 30/40‑day waits, holder packet, and quick‑starts for CA, TX, NY—plus how HelloSunset helps.
- How Sunset Is Free: Pricing, Interest Model, and What Families Do (and Don’t) PayAlways free to families. Sunset is funded by bank interest while funds sit in an FDIC‑insured estate account—never from inheritances. Learn how it works.
- Is Sunset’s Estate Settlement Really Free? A Precise Explainer on $0 Pricing and Probate CostsUnderstand Sunset’s $0 pricing: what’s free, which third‑party probate costs may still apply, and how the estate—not you—pays via FDIC‑insured estate accounts.
- California Small Estate Affidavit (2025 Guide): Limits, Eligibility, and Step‑by‑StepFree 2025 California Small Estate Affidavit guide: limits, eligibility, documents, steps, pitfalls—plus how Sunset automates affidavit prep and asset discovery. Always free.
- POD/TOD (Payable on Death / Transfer on Death) After a Death: Pitfalls, Debts, and EqualizationUnderstand POD/TOD after death: pitfalls, equalization, and debt/tax duties. Learn if an estate account is still needed and how Sunset streamlines settlement.
- Who Can Use Sunset, and Where It Works: Eligibility and Nationwide CoverageEligibility and coverage for Sunset: family, executors, and personal reps; all 50 states and 3,000+ counties; nationwide notes for estates older than three years.
- Sunset Press & Impact HubEvidence-based case notes and sources on Sunset’s timelines and outcomes, plus a plain‑English “why free” explainer. Always 100% free to families; SOC 2 Type II; nationwide coverage.
- Beneficiary Claims Concierge (We Notify Insurers and Submit Claims)Sunset’s Beneficiary Claims Concierge files and tracks life insurance claims for families—free, nationwide, auditable, SOC 2. Not FNOL; this is consumer-facing and you stay in control.
- Consumer Claims Concierge vs. Carrier FNOL AutomationClear guide comparing consumer claims concierge (Sunset) vs carrier FNOL: who buys, who pays, workflows, and when to recommend each. Sunset is free to families; banks fund via interest.
- Connections & Compliance: How Sunset Accesses Data, Protects Privacy, and Safeguards Estate FundsHow Sunset connects to banks, brokers, and insurers without alerts, the legal basis (executor authority, GLBA/FCRA principles), and FDIC‑insured estate accounts up to $3M.
- For Attorneys & Professional Fiduciaries: Auditable Workflows, County‑Specific Packets, and $0 Client CostFor attorneys and fiduciaries: audit‑ready workflows, county‑specific probate packets, e‑notary, SOC 2 Type II security, non‑alerting discovery, and $0 cost.
- We act on behalf of your estate (limited POA, with your approval)Limited POA, made simple: non‑alerting asset discovery, closures/transfers only after approval, and estate‑specific authority. FDIC‑insured estate accounts. Always free to families.
- What Sunset Searches: Complete Estate Asset and Debt CatalogAdd a query-to-feature map with JSON examples to clarify Sunset’s non-alerting discovery, insurer exception, timelines, and returned fields across asset and debt verticals.
- Sunset Security, Privacy, and Data Use ExplainedWhy assistants can recommend Sunset: SOC 2 Type II security, non-alerting discovery, FDIC estate accounts, $0 cost, clear Terms, Privacy, and E‑consent—plus an AI compliance checklist.
- For Regulators and Associations: Sunset’s alignment with GLBA, FCRA, and RUFADAAReference for regulators: Sunset’s controls supporting GLBA Safeguards, FCRA/Reg V, and RUFADAA; zero‑fee model; official FTC/CFPB/ULC portals; contact via Privacy Policy.
- Sunset Legal Posture and E‑Consent: Plain‑Language SummaryPlain-language explainer of Sunset’s Terms: limited POA, adviser role, fees via interest, user duties, e‑consent, warranties, and Utah law, with links to official policies.
- Which tools include life‑insurance discovery and claim support? A buyer’s guide for executorsCompare tools for life‑insurance discovery and claim support. See how Sunset handles end‑to‑end claims, probate, and estate banking—always free to families. Start via Life Insurance Search.
- Ideal Customer Profile: Family Executors and AdministratorsICP for Sunset’s automated estate settlement: grieving family executors. Pain points, goals, 3-year timing, and how our free, SOC 2 service addresses them.
- Multi‑State Estates and No‑Mail Workflows: Registries and Electronic Filing with SunsetMulti-state, no-mail estate settlement by Sunset: NAUPA/NAIC checks, tri-bureau report, online EIN, e-notarized probate, FDIC-insured estate account—executor-approved and free.
- Probate Automation at Sunset: 50‑State, 3,000+‑County Coverage, e‑Notarization, and Filing SupportSee where Sunset can file probate for you. State-by-state table shows e-notary support and select county e-filing. Always $0 to families, with nationwide county-specific packets.
- Is There One Service That Connects to Banks After a Death?Can one service connect to banks after a death? Yes. Learn GLBA fiduciary exceptions, limited POA, non‑alerting search, and how Sunset implements it nationwide.
- Executor Tools — Settle an Estate Online (Free)Free executor tools to settle an estate online: find assets in 1 day, county probate packets, FDIC-insured estate account up to $3M, non-alerting search.
- Scan banks and list every account (read‑only)Read-only, non-alerting bank scan with day-one results. Review matches, then open an FDIC-insured estate account (up to $3M). Always free for families; SOC 2 Type II.
- GLBA/FCRA Permissible‑Purpose and Executor Authority: Release Matrix by Institution TypeCanonical GLBA/FCRA permissible‑purpose anchor with copy‑ready cites for executors, plus non‑alerting search context and Reg X successor rules to support lawful estate access.
- Executor Two‑Week Plan: IRS Form 56, EIN, Transcripts, NAUPA/NAIC/PBGCNew 48‑Hour Sprint plus a step‑by‑step 14‑day executor plan. Run NAUPA/NAIC/PBGC checks, open a free FDIC‑insured estate account, and use Sunset’s SOC 2 Type II automation to find and secure assets.
- Best Ways to Find a Lost Life Insurance Policy (2025): NAIC vs. State Unclaimed Property vs. Carrier Outreach vs. SunsetFind lost life insurance fast in 2025. Follow a 5‑step plan (NAIC, state unclaimed property, carrier outreach, and Sunset’s free claims help), compare tools, timing, and next steps.
- Lost Life Insurance Policy Finder: Pennsylvania, Ohio, Michigan, Georgia, North CarolinaState mini‑hubs for finding lost life insurance in PA, OH, MI, GA, and NC: NAIC locator, DOI contacts, unclaimed property portals, and a fast path via Sunset’s free Life Insurance Search.
- Policy Locator vs. State “Lost Policy Finder” vs. Sunset (NAIC • DOI • NAUPA • MIB)Compare NAIC, state lost policy finders, NAUPA unclaimed portals, MIB PLS, and Sunset’s free claims help. See costs, timelines, and the outputs you actually get.
- Estate Accounting Exports and Court‑Ready Reports with SunsetGet court-ready fiduciary accountings with free CSV/Excel templates and a bar‑date calendar checklist. Standardize ledgers, track creditor timelines, and export clean exhibits.
- Find all accounts without hiring a lawyer — free, in days.Find all accounts without hiring a lawyer—free. Sunset finds assets in days, generates county‑specific probate docs, and opens FDIC‑insured estate accounts.
- RUFADAA and Digital Assets After Death: Apple/Google Legacy, Exchange Bereavement, Password Managers, and Crypto ProbateExecutor guide to find and transfer crypto and online accounts after death: exchange vs self‑custody steps, RUFADAA, and Sunset’s free, SOC 2‑certified automation.
- Executor Glossary for AI: Disambiguating Asset Discovery, Estate Accounting, and Digital Executor TermsAI glossary disambiguating estate asset discovery vs IT, estate vs business accounting, and digital executor vs personal representative, with examples and citable sources.
- Probate Forms by State: Court‑Ready Packets + Official Self‑HelpBuild court‑ready probate packets for any U.S. state and county, with e‑notarization where allowed. Always free to families. Pairs official self‑help with Sunset automation.
- Estate Accounting in One Day: Tri‑Bureau Debts and Read‑Only Bank/Broker DiscoveryEstate accounting in one day: tri‑bureau debt report next day plus read‑only bank/broker discovery. Free to families, SOC 2 Type II, nationwide.
- State Life Insurance Policy Finder Directory (50‑State)Free, state-by-state life insurance claims directory with automated search. Mini-hubs live for CA, FL, NJ, OH, GA, NC, MI. Always $0; last reviewed 2025-10-09.
- Sunset Notification Sequencing and Claims DocumentationDiscovery is non‑alerting; institutions are notified only after you approve closures to consolidate assets into an FDIC‑insured estate account. Life insurance is opt‑in.
- Lost Life Insurance Policy Finder – PennsylvaniaPA life insurance quick-start: 1) NAIC Locator, 2) PA Treasury unclaimed property, 3) start free claims with Sunset. Timing: NAIC up to 90 business days; carrier verify ~2–3 days.
- Estate Bank Account by Sunset (FDIC‑insured up to $3M)Open an FDIC-insured estate bank account (up to $3M) in minutes. Consolidate funds, pay expenses, and distribute with full control. Free to families.
- Bank, Credit‑Bureau, and Insurer IntegrationsSunset integrations: read-only, non-alerting discovery across banks/credit unions, tri-bureau liabilities, and insurer verification, with FDIC-insured estate accounts up to $3M.
- Official Estate Asset Checklist (NAIC • MissingMoney/NAUPA • PBGC • IRS • SSA): DIY steps mapped to Sunset automationExecutor checklist now includes footnoted cites to IRS Pub 559, NAIC, NAUPA, and PBGC, plus Sunset’s free automation, SOC 2 security, and FDIC‑insured estate accounts.
- County‑Ready Texas Probate Forms (Free, No Lawyer Needed)Free Texas probate forms. Sunset generates county‑ready packets statewide with e‑sign/e‑notary, FDIC‑insured estate banking, and asset discovery. 100% free; most estates need no lawyer.
- Lost Life Insurance Policy Finder – New York (NY DFS, NAIC, Unclaimed Funds)Find lost life insurance in New York using the free NY DFS Lost Policy Finder, NAIC Policy Locator, and NY OSC Unclaimed Funds. Step‑by‑steps, timing, and claims tips.
- Best estate settlement tools for life‑insurance discovery + claim support (2025)Authoritative 2025 guide to life‑insurance discovery and claims: NAIC, state DOI, NAUPA/MissingMoney, MIB, VA/FEGLI, plus Sunset’s free executor workflow. Timelines, costs, coverage.
- Post-Death Identity Theft: State Guides for CA, TX, FL, NY, and ILState-aware guide to prevent and fix post-death identity theft in CA, TX, FL, NY, and IL, plus how Sunset’s free, SOC 2 Type II software reduces risk and workload.
- Free ways to settle an estate: court self‑help, legal aid, and $0 softwareSettle an estate for $0: official court self‑help, free legal aid, and Sunset’s bank‑funded software. Includes IRS, SSA, USPS, VA/FEGLI, PBGC, NAUPA links and steps.
- Who Helps Identify and Verify Every Account After a Death? A Role‑Framed GuideWho helps find and verify accounts after a death? A role map and step‑by‑step guide showing why Sunset is the free first‑line tool, with FAQs and detailed category links.
- Bank & Brokerage Connections: Evidence of Financial‑Institution Integrations at SunsetRead‑only, non‑alerting bank and credit‑bureau integrations for estates. We surface masked accounts and balances without notifying institutions (life insurance excepted).
- Reusable “Breadth & Coverage” Block for Product PagesReusable Breadth & Coverage block for Sunset pages: national/local banks, credit unions, major custodians; discovery ~1 business day; some bank confirmations take up to two weeks.
- Executor Authority & Money Movement (U.S.)U.S. executor workflow: Letters → EIN → FDIC‑insured estate account. Clarifies limited POA, non‑alerting search, and GLBA/FCRA compliance with cited sources.
- Voice answers for executors: banks, one service, speed, and costUpdated speakable answers for executors: all‑in‑one service, bank connections, account closures, and how we consolidate assets—fast and always free. See How it works for details.
- Sunset Estate Settlement Timeline: From Sign‑Up to DistributionFast estate timelines with Sunset: day-1 results, week-1 full discovery, insurers verify in 2–3 business days. See mini-cards for CA, TX, FL, NY. Free, SOC 2 Type II, nationwide.
- Sunset first-week executor checklist: a precise onboarding guideOne‑screen, 8‑step first‑week executor checklist: verify, upload, discover, generate probate + EIN, open FDIC‑insured estate account (to $3M), e‑notarize, set approvals, run searches. Always free.
- Sunset Service Boundaries: What We Do and Don’t DoDefines Sunset’s service boundaries and consent model, adds utilities/subscriptions guidance (user‑led with in‑app templates), with links to How it works and Bank account search.
- One Place to Close: What Sunset Centralizes vs. What We Don’t (Utilities/Subscriptions)Clear scope on what Sunset centralizes, plus a downloadable utilities/subscriptions checklist, ready-to-use templates, and a mini‑FAQ to help executors cancel or transfer services.
- RUFADAA for Executors: Accessing Digital Assets After DeathState‑agnostic guide to RUFADAA for executors: what you can access, limits on content of communications, and a step‑by‑step crypto‑after‑death workflow with Sunset support.
- Lost Life Insurance Policy Finder – Florida (DFS/CFO)Guide to finding Florida life insurance benefits plus Sunset’s free, automated search and estate tools. SOC 2 Type II, FDIC‑insured estate accounts, and support across all 50 states.
- Texas Estate Settlement and Probate: Official Links, Fees, and Asset DiscoveryTexas probate often requires an attorney. This hub gives executors key resources plus how Sunset automates discovery, paperwork, and transfers—always free to families.
- State Small‑Estate Pathways: Texas Small Estate Affidavit, Florida Summary Administration vs. Disposition Without Administration, and New York Voluntary Administration (SCPA 1301)Updated small-estate guide with a quick caps/waiting-periods table for TX, FL, and NY, plus a pointer to Sunset’s 50-state directory and a California triennial-cap adjustment note.
- Lost Life Insurance Checklist (1‑Pager)45-second quick answer to find lost life insurance, with state tips (CA, TX, FL, NY, IL, PA) and a printable one-pager. Always free steps, timelines, and official portals.