Trust & Will® Partners with Canopy Connect to Bring Verified Insurance Data into Estate Planning

SAN DIEGO, Oct. 15, 2025 /PRNewswire/ -- Trust & Will, the leader in online estate planning, and Canopy Connect, the leading insurance verification provider, today announced their partnership to bring verified insurance data into the estate planning process. This industry-first integration will connect verified life insurance information with Trust & Will's platform, giving families and financial professionals a more complete view of assets, coverage, and beneficiaries as part of an estate plan.

The collaboration will advance Trust & Will's EstateOS vision, an operating system for life and legacy. By combining verified insurance data with estate planning, the partnership lays the groundwork for a more connected and intelligent planning experience that helps members better understand their protection, coverage needs, and risk profile.

"Estate planning is about more than documents; it's about connecting the financial realities of today with the intentions of tomorrow," said Cody Barbo, Co-Founder and CEO, Trust & Will. "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."

Canopy Connect's API retrieves verified policy information from more than 300 insurance carriers, including 96% of the U.S. auto insurance market, 91% of the homeowners market, and a growing network of life and annuity providers. This integration will enable Trust & Will to begin connecting verified life insurance data within its platform, with additional capabilities expected to roll out over the next year.

Most families' estate plans are incomplete because they lack context about existing insurance coverage. This can lead to mismatched beneficiaries, overlapping policies, or gaps in protection. The partnership between Trust & Will and Canopy Connect will bridge this gap by making verified insurance data part of the estate planning experience, helping families and professionals ensure that policies are accurately reflected, stored, and coordinated within an estate plan.

Through Canopy Connect's secure data-sharing technology, Trust & Will expects to enable members to:

• Import verified policy details, including carrier, coverage type, and beneficiaries.
• Verify coverage tied to key assets such as homes, vehicles, and life insurance policies.
• Receive intelligent prompts when policies change or beneficiaries are updated.
• Gain a more holistic understanding of their overall estate "Plan Strength" and coverage alignment.

"Trust & Will is transforming how verified insurance data can enhance estate planning," said Tolga Tezel, founder and CEO, Canopy Connect. "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."

The partnership marks an important step in building a more connected financial ecosystem that aligns protection, planning, and peace of mind. The first phase of the integration is expected to become available within the next year.

About Trust & Will
Founded in 2017, Trust & Will® is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions empower Americans to create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. As a certified B Corporation and Public Benefit Corporation (PBC), our mission to help every family leave a meaningful legacy is embedded into our business model, ensuring estate planning is accessible, affordable, and inclusive for all.

In 2025, we introduced EstateOS™, the first intelligent platform built to modernize legacy planning and preservation. EstateOS powers connected estate plans for families and offers AI-enabled workflows, document extraction, and client collaboration designed specifically for professionals.

Today, our platform supports 20,000+ financial advisors and 200+ enterprise partners, including banks, financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. By enabling diverse professionals and organizations to integrate digital estate planning into their services, we're broadening estate planning access and fostering proactive, multi-generational financial conversations.

With more than one million users and over $200 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness. Recognized for innovation and leadership, we have earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists.

Learn more at trustandwill.com or about our commitment as a certified B Corp.

About Canopy Connect, Inc.
Canopy Connect™ is the leader in insurance verification technology, giving businesses the ability to retrieve verified insurance information directly from insurance carriers in seconds and deliver data directly into other systems via API. Through its consumer consent-driven data sharing technology and secure cloud infrastructure, Canopy Connect's solutions allow insurance agencies, carriers, lenders, auto dealers, insurance innovators, and other businesses to deliver delightful, intelligent, and frictionless insurance services. Learn more at usecanopy.com.

SOURCE Trust & Will