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Technical Support Requests

K
Written by Kaela Worthen
Updated over a month ago

Technical Support Requests

Overview

While we strive to make Sunset as smooth and intuitive as possible, you may occasionally encounter technical issues, have questions about how something works, or need assistance with a specific feature. Our support team is here to help with any technical problems, account questions, or confusion about the platform.

Before reaching out for support, there are several basic troubleshooting steps that often resolve common issues quickly. If those don't work, we're ready to dive deeper into your specific situation and get you back on track.

Try Basic Troubleshooting First

Many technical issues can be resolved with simple troubleshooting steps that take just a few minutes. Before contacting support, try these basic fixes:

Refresh the Page

The simplest fix that works surprisingly often:

  • Press Ctrl+R (Windows) or Cmd+R (Mac)

  • Or click the refresh/reload button in your browser

  • Wait for the page to fully reload

  • Try your action again

When this helps:

  • Page appears frozen or outdated

  • Buttons aren't responding

  • Information doesn't seem current

  • Upload appears stuck

Log Out and Log Back In

Clears your session and often resolves state-related issues:

  1. Click your profile or settings icon

  2. Select "Log Out" or "Sign Out"

  3. Close the browser tab completely

  4. Wait 10-15 seconds

  5. Open a new browser tab

  6. Navigate to hellosunset.com

  7. Log in with your credentials

  8. Try your action again

When this helps:

  • Stuck in a loop returning to the same screen

  • Account information appears incorrect

  • Features seem unavailable that should be there

  • Getting unexpected error messages

Clear Browser Cache

Removes stored data that might be causing conflicts:

Chrome:

  1. Settings → Privacy and Security → Clear Browsing Data

  2. Select "Cached images and files" and "Cookies and other site data"

  3. Choose "All time" for time range

  4. Click "Clear data"

  5. Restart browser and try again

Safari:

  1. Preferences → Privacy → Manage Website Data

  2. Click "Remove All"

  3. Confirm removal

  4. Quit and reopen Safari

Firefox:

  1. Options → Privacy & Security → Cookies and Site Data

  2. Click "Clear Data"

  3. Check both boxes

  4. Click "Clear"

  5. Restart Firefox

When this helps:

  • Page displays incorrectly or looks broken

  • Old information persists even after updates

  • Features work on other devices but not this one

  • Getting strange visual glitches

Try a Different Browser

Tests whether the issue is browser-specific:

  • If using Chrome, try Safari or Firefox

  • If using Safari, try Chrome

  • If using Edge, try Chrome or Firefox

When this helps:

  • Issue persists after clearing cache

  • Browser extensions might be interfering

  • Your current browser may have a compatibility issue

Try Incognito or Private Mode

Opens a fresh session without extensions or cache:

Chrome: Ctrl+Shift+N (Windows) or Cmd+Shift+N (Mac) Safari: File → New Private Window Firefox: Ctrl+Shift+P (Windows) or Cmd+Shift+P (Mac)

Then navigate to hellosunset.com and log in.

When this helps:

  • Determining if browser extensions are causing problems

  • Testing if cache is the issue without clearing everything

  • Quick way to see the "clean" version of the site

Restart Your Device

Sometimes a full restart resolves underlying issues:

  1. Save any work in other applications

  2. Completely shut down your device (not just sleep)

  3. Wait 30 seconds

  4. Power back on

  5. Try Sunset again

When this helps:

  • Multiple applications are having issues

  • Device has been running for days without restart

  • Memory or resource constraints might be causing problems

Check Your Internet Connection

Verify you have stable connectivity:

  • Try loading other websites to confirm internet is working

  • If on WiFi, try switching to cellular data (or vice versa)

  • Move closer to your WiFi router if signal is weak

  • Restart your router if other sites are also slow

When this helps:

  • Pages load very slowly or time out

  • Uploads fail repeatedly

  • Getting connection error messages

When to Contact Technical Support

If basic troubleshooting doesn't resolve your issue, or if you have questions that aren't covered in our help articles, it's time to reach out to our support team.

Contact support when:

Technical issues persist: You've tried the basic steps above and the problem continues

Something is clearly broken: Error messages appear, features don't work, or the site behaves unexpectedly

You need account-specific help: Questions about your verification status, search progress, or specific findings

You're confused about how something works: Uncertain about a process or feature

You want to report a bug: Noticed something that seems wrong or inconsistent

You need help with a time-sensitive matter: Approaching a deadline and encountering obstacles

You have questions about your specific situation: Unique circumstances that may require personalized guidance

How to Submit a Support Request

You have two primary ways to contact our technical support team:

Option 1: Email Support (Recommended for Most Issues)

Send an email to: [email protected]

This is best for:

  • Non-urgent issues where a response within 24 hours is acceptable

  • Complex problems that need detailed explanation

  • Issues where you can provide screenshots or attachments

  • Questions that benefit from written responses you can refer back to

Response time: Usually within 24 hours, often much faster for urgent issues

Option 2: Submit a Bug Report Through the Platform

If available in your account:

  1. Look for a "Report a Problem" or "Submit Bug Report" button

  2. Fill out the form with details about the issue

  3. Include any relevant screenshots

  4. Submit the report

This is best for:

  • Clear technical bugs you want logged in our system

  • When you're already logged in and can easily provide context

  • Issues that are immediately reproducible

The support team receives these reports and will respond via email.

Best Practices for Support Requests

The more information you provide in your initial support request, the faster we can diagnose and resolve your issue. Here's how to craft an effective support request:

Include a Clear Subject Line

Good examples:

  • "Unable to upload death certificate - file appears too large"

  • "Verification failing despite correct information"

  • "Page freezes when clicking on Chase Bank account"

  • "Question about search timeline and status"

Poor examples:

  • "Help!"

  • "Not working"

  • "Question"

  • "Problem with Sunset"

The specific subject line helps our team prioritize and route your request to the right person.

Describe the Problem Specifically

Instead of: "The site isn't working."

Try: "When I click the 'Upload Death Certificate' button, a loading spinner appears for about 5 seconds, then the page returns to the dashboard with no confirmation that anything uploaded. This has happened three times today."

Include these details:

  • What you were trying to do: "I was attempting to upload my father's death certificate"

  • What happened instead: "The page froze and a gray overlay appeared"

  • What you expected to happen: "I expected to see an upload confirmation message"

  • How many times it occurred: "This has happened four times over the past two days"

Specify When It Happened

Include:

  • Date: "This occurred on November 6th, 2025"

  • Approximate time: "Around 2:30 PM Mountain Time"

  • If it's ongoing: "This has been happening repeatedly since yesterday"

This helps us check server logs and identify any system-wide issues that occurred at that time.

Identify Your Device and Browser

Include:

  • Device: "iPhone 13" or "Windows laptop" or "MacBook Pro"

  • Browser: "Safari" or "Chrome version 119" or "Firefox"

  • Operating system: "iOS 17" or "Windows 11" or "macOS Sonoma"

Example: "I'm using Chrome on a Windows 10 laptop"

Why this matters: Some issues are specific to certain browser/device combinations, and knowing this upfront saves time in troubleshooting.

List What You've Already Tried

This prevents us from suggesting solutions you've already attempted:

Example: "I've already tried:

  • Refreshing the page

  • Logging out and back in

  • Clearing my browser cache

  • Using Incognito mode

  • Trying on my phone instead of computer

The issue persists across all of these attempts."

This tells us the issue is more complex and helps us skip basic troubleshooting.

The Importance of Screenshots

Screenshots are incredibly valuable for technical support. A picture truly is worth a thousand words when diagnosing technical issues.

When to include screenshots:

Always include screenshots for:

  • Error messages (capture the full message and any error codes)

  • Pages that display incorrectly (show what you're seeing vs. what you expected)

  • Buttons or features that don't work (circle or highlight the problematic element)

  • Verification issues (show the information fields, but redact sensitive data like full SSN)

  • Upload problems (show where the process gets stuck)

How to take effective screenshots:

On Windows:

  • Press Windows + Shift + S to open snipping tool

  • Select the area you want to capture

  • Screenshot saves to clipboard - paste into email with Ctrl+V

  • Or use Windows + PrintScreen to capture full screen

On Mac:

  • Press Cmd + Shift + 4 to select an area

  • Or Cmd + Shift + 3 to capture full screen

  • Screenshot saves to desktop

  • Attach to email

On iPhone:

  • Press Side Button + Volume Up simultaneously

  • Screenshot appears in bottom corner - tap to edit if needed

  • Save to Photos, then attach to email

On Android:

  • Usually Power + Volume Down simultaneously

  • Or use gesture (swipe with three fingers on some devices)

  • Find in Gallery or Photos app

What to capture in your screenshot:

For error messages:

  • Capture the entire error message, including any error codes

  • Include the surrounding context (what page you were on)

  • If possible, include the browser address bar showing the URL

For display issues:

  • Capture the full page or the specific area that looks wrong

  • If it's a comparison issue ("this used to look different"), describe what changed

  • Include enough context to show what page you're on

For functional issues:

  • Capture the button or feature that isn't working

  • Add an arrow or circle (using editing tools) to highlight the exact element

  • Include any status messages or indicators nearby

Privacy considerations when taking screenshots:

Redact sensitive information:

  • Full Social Security Numbers (you can leave last 4 digits visible if relevant)

  • Full bank account numbers

  • Credit card numbers

  • Full addresses (street name is usually sufficient for support purposes)

  • Phone numbers (unless the issue is specifically about a phone number field)

It's okay to show:

  • Names (yours and the deceased's - we need this to identify your account)

  • Dates of birth and death

  • City and state

  • Email addresses

  • General account information

Use your phone's or computer's built-in editing tools to blur or draw boxes over sensitive information before sending.

Examples of Effective Support Requests

Example 1: Technical Issue with Upload

Subject: Death certificate upload fails at 50% - PDF file

Body: "Hi Sunset support team,

I'm trying to upload my mother's death certificate (Margaret Ann Chen, DOB 3/15/1951, DOD 10/12/2024) but the upload keeps failing.

What happens: I select the PDF file (named 'death-certificate-chen.pdf', file size 3.2 MB), click upload, and a progress bar appears. It reaches about 50% and then freezes. After about two minutes, I get an error message saying 'Upload failed - please try again.'

I've tried:

  • Uploading four times over the past two days (most recently today, November 6th around 3 PM)

  • Refreshing the page between attempts

  • Logging out and back in

  • Using Incognito mode

  • Reducing the file size to 2.1 MB (still failed)

Device: MacBook Pro, macOS Ventura 13.4 Browser: Chrome version 119

I've attached two screenshots: one showing the progress bar stuck at 50%, and one showing the error message.

Can you help me get this uploaded? Please let me know if you need me to email the file directly instead.

Thank you, [Your name]"

Why this is effective:

  • Clear subject line

  • Specific description of the problem

  • Included relevant details (file name, size, deceased's name)

  • Listed troubleshooting already attempted

  • Provided device and browser information

  • Included screenshots

  • Offered alternative solution (emailing file)

Example 2: Verification Question

Subject: Verification failing - name spelling question

Body: "Hi,

My verification keeps failing for my father's account. I think it might be a name issue, but I'm not sure how to fix it.

His death certificate shows his name as 'Robert James Peterson Jr.' but I initially entered it as 'Robert Peterson' in my Sunset account. I've since updated it to match the certificate exactly, including the 'Jr.' suffix, but verification still fails.

The error message says 'Unable to verify deceased information - please check name and date of birth.'

I've triple-checked that:

  • Name now matches the certificate exactly: Robert James Peterson Jr.

  • Date of birth matches: 04/15/1952

  • Social Security Number is correct (I verified against his SS card)

  • Last address matches what was on his recent mail

Is there something else I should check? Or does the system take time to process the updated name before retrying verification?

This is time-sensitive as I need to submit probate documents by November 30th.

Device: iPhone 13, Safari Issue started: November 4th, still occurring as of this morning (November 6th)

Screenshot attached showing the verification error message.

Thank you for your help, [Your name]"

Why this is effective:

  • Clear description of the issue

  • Shows exactly what was corrected

  • Lists what has been verified as correct

  • Asks specific questions

  • Mentions time sensitivity (helps with prioritization)

  • Includes device and browser

  • Provides timeline

Example 3: General Question

Subject: Question about search timeline and what happens next

Body: "Hi Sunset team,

I completed onboarding and uploaded my husband's death certificate on October 28th. I received an email on November 1st saying 'Verification Complete - Search Starting.'

Since then, I haven't received any updates and my dashboard just shows 'Search in Progress.'

Questions:

  1. Is this normal? How long does the search typically take?

  2. Will I be notified when accounts are found, or do I need to check my dashboard regularly?

  3. Is there anything I should be doing on my end while the search is running?

I'm not concerned that anything is wrong - I just want to make sure I understand the process and timeline so I know what to expect.

Thank you, [Your name]

P.S. I'm managing the estate for Michael Patterson, DOB 7/22/1968, DOD 10/15/2024, in case you need to look up my account."

Why this is effective:

  • Clear subject line indicating it's a question, not an urgent problem

  • Provides context and timeline

  • Asks specific, numbered questions

  • Sets expectations (not complaining, just wants information)

  • Includes identifying information to help support locate the account

What to Expect After Submitting a Support Request

Once you've submitted a support request:

Confirmation: You should receive an automated confirmation that your email was received, usually within minutes. If you don't see this, check your spam folder.

Initial Response: Our support team typically responds within 24 hours, often much faster for urgent issues or simple questions.

For critical issues blocking your progress, mark your email as "URGENT" in the subject line and we'll prioritize it.

Resolution: Depending on the complexity:

  • Simple questions or clarifications: Usually resolved in 1-2 email exchanges

  • Technical bugs: May take 1-3 days to investigate and fix

  • Account-specific issues: Often resolved within 24-48 hours

  • Complex problems: May require back-and-forth communication to diagnose

Follow-up: We may ask clarifying questions or request additional screenshots to better understand the issue. Responding quickly to these requests helps us resolve your issue faster.

Types of Support We Provide

Our technical support team can help with:

Account and Login Issues:

  • Can't log in or forgot password

  • Account appears locked

  • Email address needs to be updated

  • Two-factor authentication problems

Document Upload Problems:

  • Upload fails or freezes

  • File size or format issues

  • Unclear if document was received

  • Need to replace a document

Verification Issues:

  • Verification failing despite correct information

  • Questions about what information is needed

  • Help updating information for verification

  • Understanding verification error messages

Search Status Questions:

  • Timeline and what to expect

  • Understanding current status

  • Haven't received expected updates

  • Questions about discovered accounts

Technical Bugs:

  • Pages not loading correctly

  • Buttons not working

  • Error messages appearing

  • Features behaving unexpectedly

Feature Questions:

  • How to use a specific feature

  • Where to find certain information

  • Understanding what options are available

  • Guidance on next steps

Account Closure and Transfer:

  • How to request account closures

  • Status of pending closures

  • Questions about fund transfers

  • Issues with specific institutions

What Support Cannot Help With

Our technical support team focuses on platform functionality and your Sunset account. We cannot provide:

Legal advice: We're not attorneys and can't advise on legal matters, probate procedures, or estate law. Consult with an estate attorney for legal guidance.

Financial advice: We can't recommend investment strategies or advise on financial decisions. Consult a financial advisor for these questions.

Tax guidance: We can't provide tax advice or guidance. Consult a CPA or tax professional.

Institution-specific policies: We can help facilitate communication with financial institutions, but can't override their internal policies or requirements.

Guaranteed timelines from third parties: We can't control how quickly financial institutions respond or process requests.

Response Time Expectations

Standard support requests: Within 24 hours Urgent issues: Within 4-8 hours (mark subject line as URGENT) Simple questions: Often within 1-2 hours during business hours Complex technical issues: Initial response within 24 hours, resolution may take 1-3 days

Business hours: Monday-Friday, 9 AM - 6 PM Eastern Time (some coverage on weekends)

Tips for Faster Resolution

  1. Be specific and detailed in your first email - reduces back-and-forth

  2. Include screenshots - helps us see exactly what you're seeing

  3. List what you've already tried - prevents suggesting solutions you've attempted

  4. Respond promptly to our follow-up questions

  5. Use a descriptive subject line - helps us route and prioritize appropriately

  6. Include your account identifiers (your name and deceased's name) - helps us locate your account quickly

Following Up on an Existing Request

If you've already contacted support and need to follow up:

Reply to the original email thread rather than starting a new email. This keeps all communication in one place and gives our team full context.

If you haven't heard back within the expected timeframe:

  • Check your spam folder

  • Wait at least 24 hours for non-urgent issues

  • For urgent issues, reply to your original email with "Following up - urgent" in the subject

Need Help?

For any technical issues, questions about your account, confusion about the platform, or problems you can't resolve with basic troubleshooting, email [email protected].

Our team is here to help you successfully navigate the estate settlement process, and we're committed to resolving any technical obstacles quickly so you can focus on what matters.

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