Sam Price sits down with Stephen Walter, CEO of Hello Sunset, to tackle one of probate's most frustrating problems: finding a decedent's assets and debts when the family has no idea where to start. No bank statements. No policy numbers. No phone access. Just a death certificate and a lot of unanswered questions. Hello Sunset changes that — running deep searches across bank accounts, retirement funds, life insurance, brokerage accounts, real estate, unclaimed property, and credit files, then delivering a full financial picture of the estate.
Stephen brings a background in corporate law and tech entrepreneurship to a problem that's only getting harder as financial lives grow more scattered. The platform is free to use, pulls data directly from all three credit bureaus and the IRS, and can return results in as little as one to two days.
If your clients are walking into their first consultation empty-handed, this episode is required listening.
In this episode, you will hear:
Resources from this Episode
The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw
https://www.hellosunset.com/attorneys
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Episode Credits
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