Estate Planning for Bronx County, New York Property Owners

For most Bronx County homeowners, the house is what drags an estate into probate. A transfer-on-death deed or a living trust keeps it out—here is how to set up either one and record it locally.

For a Bronx County property owner, the biggest probate risk is the home itself. Real estate is what forces most families into the Surrogate's Court. The two tools that keep a Bronx County home out of probate are a transfer-on-death deed recorded with the City Register, and a revocable living trust that holds title to the property.

Skipping this planning step means the Surrogate's Court decides who receives the property: a simple New York probate takes 7+ months and opens with $45 in court filing fees.

Record a Transfer-on-Death Deed in Bronx County

A transfer on death deed names a beneficiary who receives Bronx County property automatically at the owner's death, without probate. It is recorded with the City Register during the owner's lifetime and can be revoked at any time.

Before recording, a New York transfer on death deed is signed with 2N.Y. Real Prop. Law 424Verified Oct 19, 2026View source witnesses and notary acknowledgmentN.Y. Real Prop. Law 424Verified Oct 19, 2026View source. The deed takes effect only if it is recorded before the owner's deathN.Y. Real Prop. Law 424Verified Oct 19, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Bronx County are recorded with the City Register at 3030 Third Avenue, 2nd Floor, Bronx, NY 10455. Phone: 1-212-487-6300.

The City Register charges $37 for the first page plus $5 for each additional page. A 2-page transfer on death deed is $42 in recording fees, before any required forms the office charges for. A transfer on death deed is exempt from transfer tax.

Bronx County accepts electronic recording through ACRIS.

Recording Office Record

City Register

Bronx County

Office

3030 Third Avenue, 2nd Floor, Bronx, NY 10455

Fees

Recording fees

Base fee (first page)$37
Each additional page$5
TP-584-NYC Combined Real Estate Transfer Tax Return (NYC)Not required for a TOD deedno separate City Register filing fee
RP-5217-NYC Real Property Transfer Report (Residential/Agricultural)Not required for a TOD deed$125
RP-5217-NYC Real Property Transfer Report (Commercial/Other)Not required for a TOD deed$250
NYC-RPT NYC Real Property Transfer Tax ReturnRequired with most deedsno fee on a deed; $100 to file the RPTT for non-deed transfers
Transfer tax on a TOD deedTOD deeds are exempt from transfer tax

NYC Department of Finance Schedule of Property Recording Fees and Taxes; CPLR § 8021; RPL § 333(3)(ii)

Verified October 17, 2026 · Source

Estate Planning Attorneys Serving Bronx County

FirmBronx, NY

Adon & Associates, P.C.

Serves 4 counties

Bronx firm on Westchester Avenue handling probate and estate administration for executors and administrators, from the initial filing through distributing assets and closing the estate. Also drafts wills, trusts, powers of attorney and advance directives, and handles estate tax planning. Consultations are free.

PracticesEstate PlanningProbateTax PlanningAsset Protection

Office
2387 Westchester AvenueBronx, NY 10461
Free consultation

FirmCollege Point, NY

Albert Maimone & Associates, P.C.

Serves 7 counties

College Point (Queens) firm with dedicated pages for will probate, estate administration, lost-will hearings, and spousal and beneficiary-rights disputes, taking executors from validating the will through distributing what is left, and petitioning the Surrogate's Court to admit a copy when the original will cannot be found. Also drafts wills, trusts, powers of attorney, and testamentary guardian appointments for minor children. Serves all five New York City boroughs plus Nassau and Suffolk, and offers a free consultation and case evaluation on probate matters.

PracticesEstate PlanningProbate

Office
127-16 14th AvenueCollege Point, NY 11356
Free consultation

Solo PracticeBronx, NY

Anthony L. Verrelli & Associates, Attorneys at Law

Serves 1 county

Bronxwood Avenue firm where wills and probate run alongside a personal injury and divorce practice. It represents people asked to serve as executor or administrator, taking them from inventorying the estate through paying creditors to distributing assets, and its probate page answers the New York-specific questions families arrive with about intestate succession and letters testamentary.

PracticesEstate PlanningProbateFamily LawReal Estate

Office
2565 Bronxwood AvenueBronx, NY 10469
Free consultation

Solo PracticeBrooklyn, NY

Bohm Law Firm, P.C.

Since 2011 · Serves 5 counties

Brooklyn firm led by Pinni Bohm with a second office in Times Square, Manhattan. Petitions the New York City Surrogate's Courts for Letters Testamentary and Letters of Administration, advises executors and administrators on their duties, oversees distributions to beneficiaries and heirs, and negotiates with estate creditors. Also litigates will and trust contests, spousal right-of-election disputes, and fiduciary-misconduct claims.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 2 more

Office
1301 Coney Island Avenue, Suite 2ABrooklyn, NY 11230
Free consultationVirtual consultations

FirmBronx, NY

Cavallo & Cavallo

Since 1989 · Serves 4 counties

Bronx firm on East Tremont Avenue with an appointment-only New Rochelle office, serving Bronx, Westchester, Manhattan and Queens families since 1989. Walks executors and administrators through filing the will and petition with the Surrogate's Court, getting appointed, notifying heirs, beneficiaries and creditors, collecting and valuing assets, paying debts, taxes and expenses, and distributing what remains. Also takes contested probate - will contests, undue-influence claims, disputes over asset ownership and challenges to executor authority - plus trust administration, guardianships and conservatorships, and Medicaid and special-needs planning. Consultations are free and the firm practices in Spanish.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office
3453 East Tremont AvenueBronx, NY 10465
Free consultation

Solo PracticeBrooklyn, NY

Jessica Wilson Law

Serves 5 counties

Brooklyn practice on Columbia Street representing executors and administrators in the Kings, New York, Queens, Richmond and Bronx Surrogate's Courts. It collects waivers and consents from distributees, gets a citation issued when an heir will not sign, opens the estate account and EIN, reviews creditor claims and files the final accounting. The first one-hour consultation is free, online or in person.

PracticesEstate PlanningProbateElder LawTax Planningand 5 more

Office
221 Columbia StreetBrooklyn, NY 11231
Free consultationVirtual consultations
See all 33 firms serving Bronx County →

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

SimplyTrustSimplyTrust Editorial·

Legal Sources

Data sourced from New York statutes and official state code. How we research.

Forms for Planning Your Estate in New York

Free forms for planning your estate in New York: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for New York.

Free

Last Will and Testament

In New York, a will is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyEPTL § 3-2.1Verified Oct 19, 2026View source.

Get Started
Free

Codicil to a Will

In New York, a codicil is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimonySCPA §§ 103(52), 1406Verified Oct 25, 2026View source.

Get Started
Free

Healthcare Power of Attorney

New York requires 2NY PHL § 2981(5)(d)Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not requiredNY PHL § 2981(5)(d)Verified Oct 15, 2026View source.

Get Started
Free

HIPAA Release

In New York, a HIPAA release names who may receive your records and, as the state requires, names HIV/AIDS-related information and genetic informationN.Y. Pub. Health Law §§ 2780(9), 2782(5)(a) (Article 27-F); NY DOH Form DOH-2557 (Rev. 2/11); N.Y. Civ. Rights Law § 79-l(2)(b), (2)(c), (2)(d), (3)(a)Verified Jun 19, 2026View source expressly before a provider releases them.

Get Started
Free

Financial Power of Attorney

New York treats a power of attorney as durable by defaultNY GOL §§ 5-1501, 5-1501A, 5-1501B, 5-1502A through 5-1502N, 5-1504, 5-1512, 5-1513Verified Sep 18, 2026View source, and it is signed before 2NY GOL §§ 5-1501, 5-1501A, 5-1501B, 5-1502A through 5-1502N, 5-1504, 5-1512, 5-1513Verified Sep 18, 2026View source witnesses and a notary.

Get Started
Free

Transfer on Death Deed

In New York, a transfer on death deed is signed before a notaryN.Y. Real Prop. Law 424Verified Oct 19, 2026View source and 2N.Y. Real Prop. Law 424Verified Oct 19, 2026View source witnesses, then recorded with the county before the owner's deathN.Y. Real Prop. Law 424Verified Oct 19, 2026View source. New York does not recognize a Lady Bird deed.

Get Started
Free

Pour-Over Will

In New York, a pour-over will is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.

Get Started
$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

Get Started

All New York forms

Tools for Planning Your Estate in New York

Free tools for planning your estate in New York: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for New York and read its answer.

How Do I Sign Estate Documents?

In New York, a will is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses, and notarization is not requiredEPTL § 3-2.1Verified Oct 19, 2026View source.

Check the Rules

Will My Estate Documents Transfer?

New York recognizes a will signed under the law of the place where it was signedEPTL § 3-5.1(c)Verified Oct 19, 2026View source; a will signed in New York itself needs 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses, and notarization is not requiredEPTL § 3-2.1Verified Oct 19, 2026View source.

Get the Answer

Trust or Will: Which Costs Less?

In New York, a will-based plan pays probate attorney fees of typically 2.5%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 4%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.

Calculate Costs

How Much Does a Revocable Living Trust Cost?

An attorney-prepared revocable living trust in New York runs $4,250Estimate: 10 hours at $425, Clio's New York Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,375Estimate: 15 hours at $425, Clio's New York Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source for an individual, against $0 to $549 up front plus a subscription with an online service.

Calculate Costs

How Much Does a Will Cost?

An attorney-prepared will in New York runs $1,344Estimate: 3 hours at $448, Clio's New York Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,688Estimate: 6 hours at $448, Clio's New York Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $299 up front with an online service, and probate on a $500,000 estate adds about $35,992SCPA § 2110 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source.

Calculate Costs

How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?

Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.

Compare Options

How Do I Name a Guardian for My Minor Children?

In New York, a parent names a guardian for a minor child in a will or a separate signed writingN.Y. Dom. Rel. Law § 81; N.Y. SCPA §§ 1707, 1710Verified Sep 16, 2026View source, and the nomination covers the child until the age of majority, 18N.Y. SCPA § 1707(2); N.Y. Dom. Rel. Law § 81Verified Sep 16, 2026View source.

See the Steps

Do I Need a Revocable Trust?

Probate in New York takes 7 months to 9 months for a simple estate and charges attorney fees of typically 2.5%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 4%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; assets held in a revocable trust skip both.

Get the Answer

All New York tools

New York Estate Planning Articles

Estate planning articles for New York.