Thomas Bentley

Director of Estate Services & Shareholder at Truepoint Wealth Counsel

Tom leads Truepoint’s estate planning team, guiding and coordinating team members’ individual efforts and developing estate planning strategies for the firm’s clients. His goal is to help every client seamlessly pass their estate onto the next generation while avoiding probate and minimizing their estate taxes. He is particularly skilled at explaining complex estate regulations and simplifying the documentation process. Additionally, Tom is a member of Truepoint’s management team.

Links

Timeline

  • Director of Estate Services & Shareholder

    Current role

A panel showing how The Org can help with contacting the right person.