Pro Users

Pro users can manage multiple estate cases from a single account. This is designed for estate professionals, attorneys, financial advisors, and family members handling multiple estates simultaneously.

Plans

Plan	Cases	Features
Pro	Up to 50 cases	Multi-estate dashboard, all tools, priority support
Enterprise	Unlimited	Custom integrations, dedicated support, SSO

Your Profile

Retrieve your profile and plan details:

curl "https://api.example.com/v1/users/me"

Response:

{
  "data": {
    "id": "01K8PU01AJ0T77HRYE78AN7AAA",
    "email": "logan@example.com",
    "first_name": "John",
    "last_name": "Johnson",
    "plan": "pro",
    "cases_limit": 50,
    "cases_count": 12,
    "organization": "Johnson Estate Services",
    "role": "owner"
  }
}

Listing All Your Cases

See all estates you have access to, including cases shared with you:

curl "https://api.example.com/v1/users/me/cases?sort_by=updated_at&sort_order=desc"

Filter by your role

# Only cases you own
curl ".../users/me/cases?role=owner"

# Cases shared with you (editor or viewer access)
curl ".../users/me/cases?role=editor"
curl ".../users/me/cases?role=viewer"

Search across estates

# Search by deceased name
curl ".../users/me/cases?search=Johnson"

Roles

Role	Description
`owner`	Full control. Can delete the case, manage collaborators, and access all features.
`editor`	Can modify case data, upload documents, and use tools. Cannot delete the case or manage collaborators (unless explicitly permitted).
`viewer`	Read-only access. Can view all case data but cannot make changes.

Working with Multiple Cases

Each API call targets a specific case via case_id in the URL:

# Work on case A
curl "https://api.example.com/v1/cases/CASE_A_ID/deceased"
# Work on case B
curl "https://api.example.com/v1/cases/CASE_B_ID/deceased"

If you attempt to access a case you don’t have permission for, you’ll receive a 403 Forbidden response.

Asset Searches

Sunset runs asset and background searches to discover what the deceased owned: bank accounts, real estate, life insurance, retirement accounts, investments, businesses, vehicles, credit obligations, and unclaimed property. As a Pro user you can review search progress and results across every case you manage.

Reviewing a Case’s Searches

List all searches on a case, with optional filters:

# All searches on a case
curl "https://api.example.com/v1/cases/{case_id}/searches"

# Only completed searches
curl ".../cases/{case_id}/searches?status=completed"

# Only bank account searches
curl ".../cases/{case_id}/searches?type=bank_accounts"

Retrieve a single search to check its status:

curl "https://api.example.com/v1/cases/{case_id}/searches/{search_id}"

Response:

{
  "data": {
    "id": "01K5XC08DJ6T33HRYE78AN7GHI",
    "type": "real_estate",
    "status": "completed",
    "completed_at": "2025-09-24T12:52:00Z",
    "results_summary": "2 properties found in Cache County, UT",
    "created_at": "2025-09-24T12:00:00Z",
    "updated_at": "2025-09-24T12:52:00Z"
  }
}

Search Types

Type	What it looks for
`bank_accounts`	Checking, savings, CDs, and money market accounts
`credit`	Credit cards, loans, and other debts
`investments`	Brokerage and investment accounts
`life_insurance`	Life insurance policies
`retirement`	IRAs, 401(k)s, and pensions
`real_estate`	Properties and land holdings
`businesses`	Business entities and ownership interests
`vehicles`	Cars, trucks, boats, and other titled vehicles
`unclaimed_property`	State unclaimed property records

Search Statuses

Status	Meaning
`pending`	Search is queued
`in_progress`	Sunset is actively searching
`completed`	Finished — results are available
`failed`	Search could not be completed
`cancelled`	Search was cancelled

Initial searches typically complete within 5–14 days. Searches cannot be deleted — they form part of the case’s audit trail.

Where Results Land

When a search completes, each discovered asset is created as a full record under the matching case resource — the search’s results_summary is only a human-readable recap. For example, a completed bank_accounts search that found two accounts adds two records to:

curl "https://api.example.com/v1/cases/{case_id}/bank-accounts"

The same applies to the other types: real_estate results appear under /real-estate-properties, life_insurance under /life-insurance, businesses under /businesses, and so on. Review the discovered records there — balances, institution details, and statuses — using the corresponding guide for each asset type.

Requesting a New Search

Searches are initiated from the Sunset app today. An API endpoint for requesting searches programmatically is in development — see the changelog for updates.

Reviewing Searches Across All Your Cases

Combine the cases list with per-case searches to sweep your whole book of business:

# 1. List your cases
curl "https://api.example.com/v1/users/me/cases?sort_by=updated_at&sort_order=desc"

# 2. For each case, check for newly completed searches
curl ".../cases/{case_id}/searches?status=completed"

Getting Started

Guides

Pro Users Guide

Pro Users

Plans

Your Profile

Listing All Your Cases

Filter by your role

Search across estates

Roles

Working with Multiple Cases

Asset Searches

Reviewing a Case’s Searches

Search Types

Search Statuses

Where Results Land

Requesting a New Search

Reviewing Searches Across All Your Cases

​Pro Users

​Plans

​Your Profile

​Listing All Your Cases

​Filter by your role

​Search across estates

​Roles

​Working with Multiple Cases

​Asset Searches

​Reviewing a Case’s Searches

​Search Types

​Search Statuses

​Where Results Land

​Requesting a New Search

​Reviewing Searches Across All Your Cases

Pro Users

Plans

Your Profile

Listing All Your Cases

Filter by your role

Search across estates

Roles

Working with Multiple Cases

Asset Searches

Reviewing a Case’s Searches

Search Types

Search Statuses

Where Results Land

Requesting a New Search

Reviewing Searches Across All Your Cases