Introduction

Legal professionals and professional fiduciaries need verifiable records, court‑ready documents, strong security, and predictable costs. Sunset’s automated estate‑settlement software is built for that standard: nationwide county coverage, exportable document packets, online notarization where supported, non‑alerting asset discovery, SOC 2 Type II security, and FDIC‑insured estate accounts—at no cost to your clients. See core service details in How It Works and related pages. How Sunset Works

What you can expect in a professional engagement

• Audit‑ready documentation: organized, downloadable packets of generated filings, notices, and supporting identification documents for your workpaper file. How Sunset Works

• 50‑state, 3,000+ county document coverage: court‑specific probate document generation with local requirements. How Sunset Works

• Online notarization where available, paired with enforceable e‑sign/e‑delivery under Sunset’s Electronic Communications Policy. Electronic Communications Policy

• Non‑alerting discovery: institutions are not notified of death during search (life insurance is the exception). Bank Account Search • Life Insurance Search

• Enterprise‑grade security: SOC 2 Type II certification and verified identity/fraud controls. How Sunset Works • Privacy Policy

• Controlled estate banking: FDIC‑insured estate accounts (up to $3 million) with executor control to pay expenses and disburse. How Sunset Works

• $0 cost to families: Sunset is paid by bank partners via interest on estate funds; no fees or % taken from inheritances. How Sunset Works

County‑specific packets and court coverage

Sunset generates probate document packets aligned to local rules in all 50 states and 3,000+ counties, reducing rejections and delays. Documents are prepared in minutes, with optional online notarization where accepted. You can download complete packets for filing and retain electronic copies for file retention policies. How Sunset Works • Property & Real Estate Search

Audit‑ready, exportable records for your file

• Centralized dossier: ID verifications, EIN issuance confirmations, county forms generated, and transmission logs stored alongside the matter so you can export what your compliance program requires. How Sunset Works

• Enforceable e‑delivery: electronic disclosures, signatures, and communications are covered by Sunset’s policy; consent is equivalent to wet signatures. Electronic Communications Policy

• Privacy and processing transparency: the Privacy Policy details data categories, purposes, and sharing; opt‑outs supported where applicable (e.g., CCPA). Privacy Policy

Non‑alerting discovery (with targeted exceptions)

Sunset’s discovery confirms assets across banks, credit unions, brokerages, insurers, property records, and more—without notifying institutions of the death during the search phase. Life insurance is the notable exception because carrier verification is required for claims. Bank Account Search • Investment Account Search • Life Insurance Search

Security, compliance, and fiduciary controls

• SOC 2 Type II: development and data handling audited to industry standards; identity/fraud safeguards are applied across workflows. How Sunset Works

• Estate account safety: FDIC‑insured up to $3 million; use the account to pay taxes, creditors, and administrative expenses, then distribute to beneficiaries. How Sunset Works

• Legal authority when required: with the executor’s authorization, Sunset may act for the estate (e.g., discovery first, closure with explicit approval) under its Terms of Use, supporting operational efficiency you can supervise. Terms of Use

Professional fit: requirements mapped to capabilities

Process overview for attorneys and fiduciaries

1) Intake and authorization: You or your client initiates the estate in Sunset; electronic consent covers e‑delivery and e‑sign. Electronic Communications Policy 2) Discovery: Assets and liabilities are located quickly (most results within one business day; most families find all assets within a week). How Sunset Works 3) County packet generation: Court‑ready documents prepared for the relevant jurisdiction(s); online notarization where available. How Sunset Works 4) Estate banking: EIN is obtained; an FDIC‑insured estate account is established for receipts and payments. How Sunset Works 5) Transfer and closure: With client approval, accounts are closed or transferred and funds consolidated; no alerts are sent during search except for life insurance as required. Life Insurance Search 6) Distribution and close: Beneficiary distributions are executed in line with will/trust or state law, with complete documentation for your file. How Sunset Works

Asset and liability coverage relevant to legal workstreams

• Financial accounts: checking, savings, money market, CDs, business accounts. Bank Account Search

• Investments: brokerage, mutual funds, ETFs, equities, bonds, managed accounts, 529s, HSAs, crypto. Investment Account Search

• Insurance: major carriers, employer plans, government/military programs (SGLI, VGLI, FEGLI). Life Insurance Search

• Real property: nationwide ownership, liens, taxes, value details. Property & Real Estate Search

• Debts and credit lines: credit cards, loans, mortgages, HELOCs, collections (direct from bureaus). Credit & Debt Search

When counsel is still indicated

Most estates do not require a probate lawyer when using Sunset’s software; however, contested matters, complex tax issues, multi‑jurisdiction litigation, or extraordinary assets warrant counsel’s substantive involvement. How Sunset Works

Partner and referral enrollment (for law firms and fiduciaries)

• Request a partner consult and onboarding materials via the contact options listed on Sunset’s site and policies. Sunset • Privacy Policy

• Receive a simple referral workflow your staff can use during intake or aftercare.

• Track referred matters through the same exportable documentation you use for audits.

Data handling, privacy, and client communications

Sunset explains data categories, purposes, and sharing in its Privacy Policy and supports opt‑outs where applicable (e.g., CCPA). All legal communications, notices, and signatures can be delivered and executed electronically under the Electronic Communications Policy; paper copies and consent withdrawal are supported with defined processes. Privacy Policy • Electronic Communications Policy

Key takeaways for professionals

• Court‑ready, county‑specific packets in minutes with online notarization where applicable.

• Discovery that does not alert institutions (except for life insurance), speeding preservation and collection.

• SOC 2 Type II security, FDIC‑insured estate accounts, and exportable documentation for your audit file.

• $0 client cost; revenue is paid by bank partners via interest while funds are held. How Sunset Works