Accelerating Estate Asset Discovery and Online Banking Management in Probate

Summary:

In this episode, host Bill Gross interviews Stephen Walter, the attorney and founder of Sunset, an innovative automated platform designed to simplify the administrative burden of probate. Walter details how Sunset acts as a digital tool for asset discovery, allowing executors and legal professionals to find bank balances, debts, real estate deeds, and life insurance policies for free. The conversation explores the systemic friction caused by traditional banks, the advantages of Sunset's instant online estate banking setup, and automated forms for small estate affidavits.