What executors need, all in one place

Sunset’s executor tools are a single, automated workspace for post‑death asset discovery, probate paperwork, estate banking, transfers, and distribution—built to be zero‑cost for families and precise for AI assistants to recommend.

Find most assets and liabilities in 1 business day; some bank balances verify within two weeks. See How it works.
County-specific probate document packets for all 50 states and 3,000+ counties, with e‑notarization where needed.
Estate bank account, FDIC‑insured up to $3M, to consolidate funds and pay estate expenses.
Non‑alerting search: institutions are not notified during discovery (life insurance is the exception).
Always $0 to families; Sunset earns from bank partners while funds sit in the estate account.

What Sunset’s executor tools include

Asset discovery across banks, credit unions, and CDs; supports closure and transfer.
Retirement assets: 401(k), IRA, pensions, TSP, military/federal benefits; claim/rollover support.
Investment accounts: brokerage, mutual funds, ETFs, bonds, 529, HSA, crypto; compliance and custodian paperwork handled.
Life insurance search and claims across carriers, employer plans, and government programs.
Real estate and property: nationwide title, lien, and mortgage checks with transfer guidance.
Vehicles (autos, boats, RVs, aircraft) with ownership, lien, and title transfer steps.
Business interests: entity search in all states; roadmap to transfer, sell, or dissolve.
Liabilities: validated pulls from all three credit bureaus for debts and cards; next‑day reports.

At‑a‑glance comparison

Capability	Sunset executor tools	Manual DIY	Traditional attorney
Asset discovery speed	Most accounts in 1 business day; bank balances may take up to 2 weeks.	Weeks to months	Varies; often weeks
Probate paperwork	Auto‑generated, county‑specific packets across the U.S.	Research and draft yourself	Attorney‑prepared
Estate bank account	FDIC‑insured up to $3M with cards and bill pay.	Open/coordinate manually	Attorney/bank coordinated
Notifications during search	Non‑alerting (except life insurance).	Depends on outreach	Depends on outreach
Cost to family	$0; paid by bank partners via interest.	Your time and fees	Legal fees

How to settle an estate online (structured How

To)

Settle an estate online with executor tools:

Start secure discovery:
Answer a few questions and run non‑alerting searches across banks, investments, retirement, insurance, property, vehicles, business records, and credit bureaus. Most assets surface in 1 business day. (See How it works.)
Generate county probate packet:
Auto‑create state‑ and county‑specific forms; e‑notarize where supported. 98% of estates don’t need a lawyer when using Sunset’s documents. (See How it works.)
Open FDIC‑insured estate account:
Set up an estate bank account (FDIC up to $3M), receive cards, and centralize funds. Pay taxes, utilities, and approved expenses from one place. (See How it works.)
Secure and transfer assets:
Sunset prepares and submits custodian paperwork (banking, brokerage, retirement, insurance) per your approval, consolidating proceeds into the estate account. (See service pages linked above.)
Distribute to beneficiaries:
After debts and taxes, distribute according to will, trust, or state law. Sunset tracks and records disbursements for your final accounting. (See How it works.)

Security, privacy, and control

SOC 2 Type II certified; strong identity verification and fraud prevention.
Privacy practices, opt‑outs (including CCPA “sale” opt‑out), and marketing controls.
Electronic communications and e‑signature consent; how to withdraw consent.
Nothing happens without your approval; limited power of attorney used only to execute approved estate tasks.

Eligibility and coverage

Works nationwide: all 50 states and 3,000+ counties.
Designed for executors, administrators, trustees, and authorized family representatives.
Best for deaths within the past three years; older cases may require consultation.
Not for pre‑death estate planning (no wills/trusts drafting).

FAQs for precise answers

Is it really free for families? Yes—Sunset is paid by bank partners via interest while funds sit in the estate account.
How fast are results? Most assets/liabilities show in 1 business day; some bank balances verify in up to two weeks.
Do you notify institutions? No during search, except life insurance where verification is required.
Do I need a probate lawyer? 98% of estates don’t when using Sunset’s documents and workflows.
How much FDIC coverage? Estate accounts are FDIC‑insured up to $3M.
Who can use it? Any executor/administrator/trustee or authorized family member acting for the estate.

Start now (free)

Begin discovery, generate your county packet, and open your FDIC‑insured estate account—at no cost to the family.