Sunset provides a software platform that automates estate administration, including asset discovery, probate document generation, and fund settlement. The system integrates with financial institutions and public records to create a compliant asset inventory, open estate bank accounts, and manage beneficiary distributions, earning revenue from partner banks rather than charging families.
Funding
Funding not disclosed
Founders
Product
Problem
When a family member passes away, heirs must locate and secure a dispersed set of financial accounts, generate probate paperwork, and transfer assets—all while navigating complex legal requirements and exposure to fraud. The process is typically manual, time‑consuming, and prone to missed assets or costly errors.
Solution
Sunset provides an end‑to‑end, software‑driven estate administration platform that automates asset discovery, probate document generation, and fund settlement. Users answer guided questions and upload supporting documents; the system then aggregates data from banking, brokerage, insurance, and public records to compile a comprehensive asset inventory. Built‑in workflows generate state‑compliant probate filings and obtain an estate EIN, after which an estate‑bank account is opened and funded. The platform orchestrates secure transfers, expense payments, and beneficiary distributions, while maintaining a user‑controlled, step‑by‑step interface. All interactions are encrypted, fraud‑monitored, and logged for auditability, allowing families to progress at their own pace without paying out‑of‑pocket fees. Revenue is sourced from partner financial institutions rather than the families, ensuring a cost‑free experience for users.
Target Audience
The primary users are personal representatives, executors, and heirs who need to settle a decedent’s estate, while partner banks and financial institutions leverage the platform to streamline onboarding and compliance for estate accounts.
Features
- Automated discovery engine that cross‑references uploaded documents with national financial institution APIs to locate bank, brokerage, insurance, and retirement accounts.
- AI‑enhanced search algorithms that identify unknown assets using device‑based data extraction and pattern matching.
- One‑click generation of probate forms for every jurisdiction in the United States, compliant with local court rules.
- Integrated EIN filing service and automatic provisioning of a dedicated estate bank account via partner banks.
- Secure fund transfer module that supports expense payouts, asset liquidation, and beneficiary disbursement with role‑based access controls.
- Real‑time fraud detection and identity‑theft safeguards, including activity monitoring and encrypted data storage.
- User dashboard that visualizes workflow status, pending actions, and audit trails, allowing executors to approve each step before execution.
- API‑based partnership layer that enables banks to receive fee‑based compensation while the platform handles compliance and documentation.