Estate Planning & Financial Advisory

Your legacy,
clearly defined.

Strategic legal and financial counsel for individuals and families in Staten Island and beyond. We help you protect what matters most—structured with clarity, delivered with care.

Professional office interior with classical architecture in Staten Island
30+ Years of Practice
1000+ Families Served
About the Agency

Rooted in Staten Island.
Committed to your future.

Allen C. Bentson Agency has served Staten Island families and businesses with integrity and precision since our founding. We understand that estate planning and financial decisions are among the most significant choices you will make— and they deserve counsel that is both thorough and deeply personal.

Our practice is built on a simple principle: every client deserves clear answers, thoughtful strategy, and a partner who listens before advising. We combine legal expertise with financial acumen to provide holistic guidance tailored to your unique circumstances.

Fiduciary responsibility
Transparent communication
Local community focus
Personalized strategy
What We Do

Comprehensive services for
every stage of your life

01

Estate Planning

Wills, trusts, powers of attorney, and advance directives—crafted to reflect your values and protect your family's future with precision.

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02

Trust Administration

Expert guidance through the administration process—ensuring your trust is managed efficiently and in full compliance with its terms.

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03

Probate & Estate Administration

Navigating probate with care and efficiency. We handle the legal complexities so you can focus on what truly matters.

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04

Financial Planning

Strategic financial guidance to help you plan for retirement, manage wealth, and secure your family's financial well-being.

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05

Business Succession

Thoughtful succession planning for business owners—ensuring continuity, minimizing tax impact, and preserving your legacy.

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06

Special Needs Planning

Compassionate planning for families with special needs members—securing benefits, establishing guardianship, and building long-term security.

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Consultation meeting at Allen C. Bentson Agency office
"The best planning isn't about documents—it's about understanding what matters to you and building a plan that truly reflects your life."
— Allen C. Bentson
Our Approach

A process built on
clarity and trust

01

Discovery

We begin with a thorough conversation to understand your goals, concerns, and the unique circumstances of your family and finances.

02

Strategy

We develop a tailored plan that addresses your priorities—whether that's protecting assets, planning for retirement, or securing your family's future.

03

Implementation

We prepare and execute all necessary documents with precision, ensuring everything is in order and fully compliant.

04

Ongoing Support

Your plan evolves as your life does. We provide continuous guidance and updates to keep your strategy current and effective.

Get in Touch

Let's start a conversation

Whether you're beginning estate planning or need guidance on a financial matter, we're here to help. Reach out to schedule a confidential consultation.

We respect your privacy. Your information will never be shared.

Is this your business?This is my business