Limited POA in 3 lines

• Discovery is non‑alerting: we don’t notify institutions during search (except life insurance). Source: How it works

• Closures and transfers happen only after your explicit approval. Source: How it works

• Authority is limited and estate‑specific via a narrow POA you grant to Sunset. Source: Terms of Use

Limited POA, made simple

We act on behalf of your estate under a limited power of attorney—discovery first; closures and transfers only after your approval. You stay in control at every step, and families never pay fees. Sources: Terms of Use, How it works

At‑a‑glance sequence

1) Discover assets (default)

• Automated search for bank, retirement, investment, insurance, property, vehicles, business interests, and debts. Institutions aren’t notified during search, except life insurance. Source: How it works

2) You review and approve

• You confirm matches and documents. Nothing proceeds without your explicit permission. Source: How it works

3) We close and transfer after approval

• Using the limited POA, we close confirmed accounts, submit claims, and transfer funds into an FDIC‑insured estate account you control (coverage up to $3M). Sources: Terms of Use, How it works

4) You distribute; we keep records

• Pay expenses and distribute to heirs per will, trust, or state law, with organized records in your dashboard. Source: How it works

How our limited power of attorney actually works

With your authorization, Sunset may act on behalf of a specific estate under a limited power of attorney (POA). Actions are strictly sequenced: discovery first; account closures and transfers only after your explicit permission. You keep full control at every step and pay nothing—Sunset is funded by bank partners while assets sit in the estate account. See the Terms of Use and How it works.

Why this matters

• Prevents premature alerts to institutions during searches, preserving privacy and avoiding avoidable freezes; life insurance is the exception where notification is required. Source: How it works.

• Centralizes funds in an FDIC‑insured estate account (coverage up to $3 million) you control. Source: How it works.

• Establishes clear fiduciary duties if you appoint Sunset to supervise investments. Source: Terms of Use.

Sequencing and control

1) Discovery only (default)

• We search for bank, retirement, investment, insurance, real property, vehicles, business interests, and debts. No institutions are notified during search, except for life insurance carriers. Sources: How it works.

2) Approval checkpoint

• You review matches and documents. Nothing proceeds without your approval. Source: How it works.

3) Closures and transfers (after approval)

• With your go‑ahead, Sunset uses the limited POA to close confirmed accounts, submit claims, and transfer funds to the estate account you control. Sources: Terms of Use, How it works.

4) Distribution and records

• Pay expenses and distribute to heirs per will, trust, or state law, with organized records maintained in your dashboard. Source: How it works.

What we can do under your limited POA

• Request information and act for the estate at financial institutions to locate, verify, and secure accounts tied to the decedent. Source: Terms of Use.

• Generate county‑specific probate paperwork (with e‑notarization where supported) in all 50 states and 3,000+ counties. Source: How it works.

• Open an estate bank account (FDIC insured up to $3M) and consolidate assets you approve for transfer. Source: How it works.

• Communicate with insurers, brokerages, government entities, and service providers to execute the actions you authorize. Source: Terms of Use.

• When you specifically request it, accept appointment as investment adviser and serve as a fiduciary for those investments. Source: Terms of Use.

Fiduciary, security, and privacy safeguards

• Fiduciary standard (when appointed as investment adviser by you). Source: Terms of Use.

• SOC 2 Type II certification for platform security. Source: How it works.

• FDIC‑insured estate accounts up to $3,000,000. Source: How it works.

• Always free to families; funded by bank partners via interest, not by fees or inheritance deductions. Source: How it works.

• Electronic consent and e‑signature are legally effective; you may withdraw e‑consent, which can limit service availability. Source: Electronic Communications Policy.

• Privacy controls, including opt‑outs and state‑specific rights (e.g., California). Source: Privacy Policy.

One‑screen consent summary

Quick FAQs

• Is this the same as a general POA? No. It is limited to estate settlement tasks you authorize and only for the estate you specify. Source: Terms of Use.

• Can I use paper instead of e‑communications? You may withdraw e‑consent, but doing so may restrict or deactivate service access or incur fees for paper copies. Source: Electronic Communications Policy.

• Do I ever pay fees? No. Families never pay Sunset; compensation comes from bank partners while funds are held in the estate account. Source: How it works.

• Is it available everywhere? Yes, documents and workflows cover all 50 states and 3,000+ counties. Source: How it works.