Life and Legacy: Canopy Connect Partners with Trust & Will
At Canopy Connect, we’ve always believed that verified insurance data should do more than just power insurance verification and facilitate data intake. It should help people make smarter, more connected financial decisions that reflect the bigger picture of their lives.
That’s why we're excited to announce our partnership with Trust & Will®, the leader in online estate planning, to bring verified insurance data directly into the estate planning process.
This collaboration is an industry first—linking verified life insurance information with Trust & Will’s platform to give families and financial professionals a more complete view of assets, coverage, and beneficiaries as part of an estate plan.
A Shared Vision for Modern Estate Planning
“Estate planning is about more than documents. It’s about connecting the financial realities of today with the intentions of tomorrow.”
Cody Barbo, Co-Founder and CEO of Trust & Will
That philosophy is exactly what makes this partnership meaningful. Most estate plans today lack the context of existing insurance coverage. Without verified policy data, families risk mismatched beneficiaries, overlapping coverage, or gaps in protection.
By integrating insurance verification into the planning process, we’re helping families and advisors make better-informed decisions that reflect both their protection and legacy goals.
Tolga Tezel, Founder and CEO, Canopy Connect
With Canopy Connect’s secure data-sharing technology, Trust & Will members will soon be able to:
- Import verified policy details, including carrier, coverage type, and beneficiaries
- Verify coverage tied to key assets such as homes, vehicles, and life insurance
- Receive intelligent prompts when policies change or beneficiaries are updated
- Gain a more holistic understanding of their overall “Plan Strength” and coverage alignment
Advancing the EstateOS Vision
This collaboration also supports Trust & Will’s EstateOS™ initiative, an operating system for life and legacy. By combining verified insurance data with estate planning, we’re helping lay the groundwork for a more connected and intelligent planning experience.
“Through this partnership, we’re setting the stage for a new level of visibility and confidence in how families manage their estates, insurance coverage, and legacy planning.”
Cody Barbo, Co-Founder and CEO of Trust & Will
Our API already connects to more than 300 carriers, covering 96% of the U.S. auto market, 91% of the homeowners market, and a growing network of life and annuity providers. With Trust & Will, this verified data becomes part of a larger framework that helps people clearly see their full financial picture.
Looking Ahead
The first phase of the integration will begin rolling out within the next year. It’s an important step toward a more connected financial ecosystem—one that aligns protection, planning, and peace of mind.
In parallel, Canopy Connect will be broadening it's integrations with life insurance carriers. By connecting verified insurance data to life’s most important plans, we’re helping families move forward with clarity and confidence that their protection and legacy truly align.
Trust & Will is redefining what estate planning can be, and we’re proud to be part of that evolution.