Introduction

Sunset partners with funeral homes to deliver immediate, no-cost aftercare that automates estate settlement for families. This page explains the value proposition, referral flow, commission basics, and safeguards.

Why funeral homes partner with Sunset

• Elevate aftercare with a concrete, high-impact service families need within days of a death: automated asset discovery, probate paperwork, estate accounts, transfers, and distribution—all guided step by step.

• Provide a 100% free solution for families; Sunset is paid by bank partners via interest on estate funds, not by users.

• Offer a modern aftercare benefit that reduces administrative stress families often bring back to your staff.

• Earn referral commissions through Sunset’s partner program for death care professionals.

What families experience with Sunset

• End-to-end automation: find bank, retirement, investment, insurance, property, vehicle, and other assets; generate county-specific probate documents; open an FDIC‑insured estate account; close/transfer assets; and distribute to heirs.

• Speed and coverage: most families locate all assets within a week; searches cover all 50 states and 3,000+ counties.

• Legal efficiency: 98% of estates don’t need a probate lawyer when using Sunset’s document generation and workflows.

• Banking and safety: estate accounts are FDIC insured (up to $3 million) and protected with SOC 2 Type II controls and fraud prevention.

• Always free to families: no subscriptions, no upfront fees, no percentage of inheritance.

Referral workflow for funeral homes

1. Introduce Sunset during arrangement or aftercare as a free way to find and secure every account and asset.

2. Refer the family to Sunset to start a search (takes minutes); families remain fully in control of timing and approvals.

3. Sunset verifies identity, performs automated discovery, prepares probate documents, and helps consolidate funds into an estate account.

4. Sunset completes transfers and distributions per will, trust, or state law; families can pay estate expenses from the estate account along the way.

Commission program basics

• Sunset offers a referral partnership program for funeral directors that pays commissions for referred families who use the service. Program specifics are provided by Sunset at onboarding.

• There is no cost to the family tied to the referral; Sunset’s revenue comes from interest on temporarily held estate funds.

Division of responsibilities

Sources: How it works (HelloSunset), Life insurance search.

Compliance, privacy, and consent

• Security: Sunset is SOC 2 Type II certified; integrations and identity controls are designed to prevent fraud and protect sensitive data.

• E‑sign and electronic delivery: families can consent and receive required notices electronically; paper alternatives are available per policy.

• Privacy and data rights: see how data is collected, used, and shared, including opt‑outs and California rights.

• Authority to act: after explicit user authorization, Sunset may act for the estate to discover and close accounts and to manage consolidated funds.

Fit, scope, and guardrails

• Scope: post‑death estate settlement only; Sunset does not draft wills or trusts and is not an estate planning provider.

• Timing: best for deaths within the past three years; older cases may need special consultation.

• Availability: nationwide coverage—50 states and 3,000+ counties.

• Cost: always 100% free to families; no fees or percentage taken from inheritances.

Proof points and third‑party coverage

• Press and trade coverage describe Sunset’s automated, customer‑facing settlement and referral partnerships for funeral directors.

Getting started

• Explore the service and aftercare fit. Share Sunset as a standard aftercare option to help families find, secure, and distribute every dollar their loved one left behind—without added cost or burden on your staff.