Sunset: Estate Settlement 1.45.0

Sunset Software, Inc. – Freeware – iOS
uit 6 stemmen

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Let Sunset help automate the estate asset discovery process for you. The aim is to alleviate the complex and time-consuming task of estate settlement with their straightforward application. Sunset offers services such as asset discovery, financial closure, notifications, and financial distribution. They provide 24/7 support to assist executors, administrators, beneficiaries, and family members.

Automated Financial Search and Discovery:
<ul>
<li>Sunset automates the discovery and closure of a variety of financial accounts related to the deceased individual, including:
 <ul>
 <li>Checking and savings accounts</li>
 <li>Investment and retirement accounts</li>
 <li>Credit cards and life insurance policies</li>
 </ul>
</li>
</ul>

Estate Notifications:
<ul>
<li>Automated notifications are sent to government departments in all 50 states and the federal government, which includes:
 <ul>
 <li>Credit bureaus and direct marketing agencies</li>
 <li>Mail forwarding services</li>
 <li>DMV and voter registration</li>
 <li>Death Certificate</li>
 <li>State Department</li>
 <li>Social Security Administration</li>
 </ul>
</li>
</ul>

Taxes and Debts:
<ul>
<li>Handling tax document filings on behalf of the estate
Identification and payment of outstanding debts and obligations</li>
</ul>

Billing Management:
<ul>
<li>Automated shutoff of gas, power, telecom, and other utilities on behalf of the estate
Automated closure of recurring expenses</li>
</ul>

Health and Retirement Accounts:
<ul>
<li>Discovery and closure of health savings accounts and similar financial accounts
Discovery and claiming of various retirement accounts, including 401(k)s, pensions, IRAs, and Roth IRAs</li>
</ul>

Beneficiary Distribution:
<ul>
<li>Discovery and claiming of eligible insurance benefits, including life insurance policies</li>
</ul>

Financial and Asset Security:
<ul>
<li>Sunset aids executors and administrators in organizing assets and liabilities for the estate</li>
</ul>

24/7 Support:
<ul>
<li>Ongoing communication with beneficiaries ensures transparency throughout the settlement procedure
Round-the-clock support is provided by Sunset to answer any questions or address issues that may arise during the estate settlement process. This ensures that customers can access assistance whenever needed, providing peace of mind and efficient problem resolution.</li></ul>

Billing and Pricing:
<ul><li>The asset discovery service is complimentary
Estate closure services are billed directly to the estate as a one-time management expense, with no ongoing payments or hourly billing for the user.</li></ul>

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