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Products/Finance & Accounting/Sunset

Sunset

Automated

Estate settlement platform helping families discover and close every financial account, debt, and asset of a deceased loved one.

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Sunset has 5 plans: a free plan, paid plans from $500 and custom pricing for larger teams. We have not recorded a price change.

Sunset plans and prices

Sunset Free

$0
  • Asset Discovery — IRS, credit bureaus, national banking networks, life insurance records, real estate, vehicles, business ownership, unclaimed property
  • Detail per account — Account type, institution, last-known balance
  • Real estate detail — Property located by address with basic ownership info
  • Vehicle detail — Vehicles identified through national records
  • Debt detail — Outstanding debts surfaced from credit bureau records
  • Due diligence record — Reports active accounts and debts found
  • Document Generation — Small estate affidavit and probate forms
  • IRS forms — Forms 8821 and 56 prefilled and ready to file
Show all 13 featuresShow fewer
  • Estates per account — One estate per account
  • Users per estate — One user per estate, no family sharing
  • Search initiation — User runs the search themselves
  • Results delivery — Results viewable in your account
  • Activity record — Basic account activity history

Sunset Pro - Per Search

one time
$500

$500 per search

  • usage based$500($500 per comprehensive asset inventory)
  • one-time$500 one-time($500 per search)
  • usage based$500($500 per comprehensive asset inventory)
  • Asset Discovery — Same sources, same coverage
  • Detail per account — Full balances, statement history, beneficiary designations, account opening dates, and full institutional metadata where available
  • Real estate detail — Deed type, title status, mortgage liens, tax assessments, ownership history
  • Vehicle detail — Title, lien status, registration history, salvage flags
  • Debt detail — Creditor contact info, payoff balance, account status, notification-ready documentation
  • Due diligence record — Reports active accounts and debts found, plus every institution searched that returned no match. The complete due diligence record for court filings and fiduciary reporting.
  • Document Generation — Same county-specific generation with attorney review fields, batch generation across clients, and version control
  • IRS forms — All IRS forms plus state probate filings in your firm's preferred format
Show all 13 featuresShow fewer
  • Estates per account — Unlimited estates per firm
  • Users per estate — Unlimited team seats per firm
  • Search initiation — Professional initiates the search; client receives an email invite to log in and approve before it runs
  • Results delivery — Results delivered as PDF, Word, spreadsheet, and CSV exports
  • Activity record — Full audit log of every search, approval, and team action for fiduciary and compliance records

Solo Practitioner

Custom
  • Search initiation — User runs the search themselves
  • Results delivery — Results delivered as PDF, Word, spreadsheet, and CSV exports
  • Estates per account — Unlimited estates per firm
  • Users per estate — Unlimited team seats per firm

Small Firm

Custom
  • Higher monthly search volume
  • Unlimited team seats
  • Audit logging
  • Exports

Large Firm

Custom
  • Search initiation — Professional initiates the search; client receives an email invite to log in and approve before it runs
  • Results delivery — Results delivered as PDF, Word, spreadsheet, and CSV exports
  • Estates per account — Unlimited estates per firm
  • Users per estate — Unlimited team seats per firm

Price history

Last 10 recorded changes

DatePlanChangeOldNewΔ%
Jun 20, 2026Large FirmNew plan———
Jun 20, 2026Small FirmNew plan———
Jun 20, 2026Solo PractitionerNew plan———
Jun 20, 2026Sunset Pro - Per SearchNew plan—$500—
Jun 20, 2026Sunset FreeNew plan—$0—
Jun 20, 2026Large FirmNew plan———
Jun 20, 2026Small FirmNew plan———
Jun 20, 2026Solo PractitionerNew plan———
Jun 20, 2026Sunset Pro - Per SearchNew plan—$500—
Jun 20, 2026Sunset FreeNew plan—$0—

Showing the most recent 10 changes. Full history back to 2023 is available through the developer API.

Other Finance & Accounting products

No confirmed alternatives yet.

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