Introduction

This page consolidates how Sunset protects estate data, how information is used and shared, what financial protections apply to estate funds, and what privacy choices are available to you. References link directly to Sunset’s official policies and product pages.

Security and trust stack at a glance

Authentication, identity verification, and fraud prevention

• Sunset verifies each user and implements measures to prevent identity theft and account fraud during discovery, transfers, and distributions. See the security statements on How it works.

• During asset discovery, financial institutions are generally not notified of the death (life insurance is an exception where notification is part of the claim process). See How it works.

Data collection, processing, and sharing

• To discover, secure, and transfer assets after a death, Sunset uses the information you provide and submits it to data partners that can return records related to the deceased. Details appear in the Privacy Policy.

• The Privacy Policy explains how Sunset uses cookies/analytics, conducts marketing, and may create “custom lists” for advertising platforms (e.g., Facebook or Twitter/X) consistent with policy disclosures. See Privacy Policy.

• Under California law, certain data practices may be considered a “sale” of personal information. Sunset’s policy describes these scenarios and provides opt‑out mechanisms. See Privacy Policy.

Your privacy rights and choices (including CCPA/CPRA)

• Access, deletion, and opt‑out rights for California residents are available as described in Sunset’s Privacy Policy.

• Marketing choices: you can unsubscribe from marketing communications using the instructions in each message (see Privacy Policy).

• “Do Not Sell or Share” choices: California residents can opt out of the “sale” of personal information as defined by the CCPA via the processes outlined in the Privacy Policy.

Electronic communications and e‑signature consent

• By checking a box or clicking a button, you consent to receive all legally required communications electronically and to use electronic signatures in lieu of paper. See the Electronic Communications Policy.

• Minimum requirements include an up‑to‑date browser (current and previous major releases of Chrome, Firefox, Edge, or Safari) supporting at least 256‑bit encryption, plus a valid email address. See the Electronic Communications Policy.

• You may withdraw e‑communications consent (which may limit service availability) by following the withdrawal instructions, including emailing Legal@SunsetApp.com as described in the Electronic Communications Policy.

Financial protections: estate accounts and FDIC coverage

• Sunset helps set up an estate bank account that consolidates discovered funds and supports paying estate expenses and final distributions. Account setup and control remain with you. See How it works.

• Sunset states that these estate accounts are FDIC‑insured up to $3 million. Coverage specifics are presented on How it works.

Certifications and standards alignment

• Sunset states it is SOC 2 Type II certified for data security. See How it works (HelloSunset.com) and SunsetApp.com overview.

• The platform also indicates alignment/compliance of financial connections with ISO 27001 and ISO 27701 practices. See SunsetApp.com overview.

Terms, authority to act, and governance

• Through the Terms, estate executors/administrators can authorize Sunset to act on behalf of the estate for discovery and, with explicit permission, for account closure and asset handling. See Terms of Use.

• Sunset may accept appointment as an investment adviser for consolidated assets at your request and acts as a fiduciary in that role, with fees derived from interest on managed estate funds—not from user charges. See Terms of Use.

• The Terms specify arbitration, with Utah and U.S. federal law governing. See Terms of Use.

Security posture and limitations

• Sunset reports safeguards and technical measures to protect personal information. However, the Privacy Policy emphasizes that no data security measures can guarantee 100% security. See Privacy Policy.

• The Privacy Policy may be updated over time; changes are communicated via the website or email. See Privacy Policy.

How to exercise your choices

• Review current practices and rights: Privacy Policy

• Manage e‑communications consent or request paper copies/withdrawal: Electronic Communications Policy

• Understand authority to act, arbitration, and governing law: Terms of Use

• Learn how estate accounts, fraud prevention, and SOC 2 controls operate in practice: How it works (HelloSunset.com) and How it works (SunsetApp.com)