Trust & Will Collaborates with Canopy Connect for Enhanced Estate Planning Services

Trust & Will Partners with Canopy Connect

Trust & Will, a prominent player in the online estate planning sector, has officially announced a partnership with Canopy Connect, an industry leader in insurance verification. This groundbreaking collaboration aims to seamlessly integrate verified insurance data into the estate planning process, marking a significant milestone in the industry.

The partnership means that families and financial professionals will now have access to verified life insurance information directly through Trust & Will's platform. This integration seeks to offer a more comprehensive view of assets, coverage, and beneficiaries, creating a more informed estate planning experience.

Cody Barbo, Co-Founder and CEO of Trust & Will, emphasized the importance of this collaboration: “Estate planning is about more than documents; it's about connecting the financial realities of today with the intentions of tomorrow.” This sentiment highlights the goal of enhancing visibility and confidence in how families manage their estates and coverage.

What This Partnership Entails

Canopy Connect’s API connects with over 300 insurance carriers, covering 96% of the U.S. auto insurance market and 91% of the homeowners market, along with a growing network of life and annuity providers. With this integration, Trust & Will will be able to import verified life insurance data, creating a well-rounded estate plan that accurately reflects an individual’s financial picture.

Much of the existing estate planning is piecemeal and can create discrepancies regarding beneficiaries or result in overlapping policies. This partnership will ensure that families can keep their insurance policies coordinated and approximated within their overall estate strategy.

The specific functionalities expected to be rolled out include:
1. Importing verified policy details—including carrier information, coverage type, and designated beneficiaries.
2. Verifying coverage linked to key assets, such as homes and vehicles.
3. Receiving periodic prompts when policies change or when beneficiaries need updating.
4. Gaining insights about overall estate