Estate Planning for Steuben County, New York Property Owners

For most Steuben 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 Steuben 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 Steuben County home out of probate are a transfer-on-death deed recorded with the County Clerk, and a revocable living trust that holds title to the property.

Without a recorded beneficiary designation or a trust, Steuben County property passes through the Surrogate's Court — even simple New York probates run 7+ months and start with $45 in filing fees.

Record a Transfer-on-Death Deed in Steuben County

A transfer on death deed names a beneficiary who receives Steuben County property automatically at the owner's death, without probate. It is recorded with the County Clerk 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 Aug 24, 2026View source witnesses and notary acknowledgmentN.Y. Real Prop. Law 424Verified Aug 24, 2026View source. The deed takes effect only if it is recorded before the owner's deathN.Y. Real Prop. Law 424Verified Aug 24, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Steuben County are recorded with the County Clerk, led by County Clerk Judith M. Hunter, at 3 East Pulteney Square, Bath, NY 14810. Phone: (607) 664-2563. Hours: Monday - Friday 8:30 AM - 5:00 PM.

The County Clerk charges $45 per document plus $5 for every page. Recording a 2-page transfer on death deed in Steuben County comes to $55. A transfer on death deed is exempt from transfer tax.

Recording Office Record

County Clerk

Steuben County · County Clerk · Judith M. Hunter

Address

3 East Pulteney SquareBath, NY 14810

Fax

(607) 664-2157

Hours

Monday - Friday 8:30 AM - 5:00 PM
Visit recorder website →

Recording fees

Document fee (per document)$45
Each page$5
TP-584 Combined Real Estate Transfer Tax Return$5
RP-5217 Real Property Transfer Report (Residential/Agricultural)$125
RP-5217 Real Property Transfer Report (Commercial/Other)$250
Transfer tax on a TOD deedExempt

CPLR § 8021(a)(4) (county-adjustable); RPL § 333(3)(ii) (RP-5217 filing fee); county-published fee schedules

Verified September 8, 2026 · Source

Estate Planning Attorneys Serving Steuben County

FirmBath, NY

Cole & Valkenburgh, P.C.

Serves 4 counties

Bath (Steuben County) firm serving the Finger Lakes and Southern Tier for over 100 years. Its wills, trusts and estates practice is planning-side — wills and trusts, health care proxies, living wills, powers of attorney, Medicaid planning and guardianships — alongside real estate and civil litigation.

PracticesEstate PlanningElder LawGuardianshipMedicaid Planning

Office
7 East Steuben StreetBath, NY 14810

FirmElmira, NY

Mustico & Harvey Law Group, PLLC

Serves 3 counties

Elmira firm on West Church Street representing executors, administrators, heirs, and beneficiaries in Surrogate's Court probate across Chemung, Steuben, and Schuyler counties, from the petition and appointment through inventory and appraisal of estate assets. Its planning side covers elder law, Medicaid, asset protection, and special-needs planning.

PracticesEstate PlanningEstate AdministrationProbateElder Lawand 5 more

Office
221 W. Church StreetElmira, NY 14901

FirmCorning, NY

Rossettie Rosettie & Martino LLP

Since 1979 · Serves 5 counties

Corning firm (Steuben County) serving the Southern Tier since 1979, with seven attorneys. Its trusts and estates practice covers estates, probate and administration, guardianship proceedings, wills, special needs trusts, powers of attorney and health care proxies, plus Medicaid planning and applications.

PracticesEstate PlanningEstate AdministrationTrust AdministrationElder Lawand 4 more

Office
269 West Pulteney StreetCorning, NY 14830

FirmPainted Post, NY

Roth Elder Law, PLLC

Serves 1 county

Two-attorney firm at 109 W. Water Street in Painted Post, Steuben County. Works for the named executor or trustee: protecting assets for beneficiaries, collecting outstanding assets and income, paying valid bills, dividing personal property, filing the required federal and state returns, calculating tax basis for the beneficiaries and filing court reports. Also handles estate planning, elder law with Medicaid applications, and business formations.

PracticesEstate PlanningEstate AdministrationTrust AdministrationElder Lawand 2 more

Office
109 W. Water StreetPainted Post, NY 14870

FirmCorning, NY

Welch Firm LLP

Serves 1 county

Corning (Steuben County) firm serving the Corning and Bath area for over 80 years. Its practice covers estate planning alongside real estate, business law, and personal injury.

PracticesEstate PlanningReal Estate

Office
5 East Market Street, Suite 401Corning, NY 14830

FirmElmira, NY

DeFilippo Law Firm P.L.L.C.

Since 1934

Elmira (Chemung County) firm on West Water Street, serving the Elmira area since 1934 and now in its third generation under James E. DeFilippo. Represents executors and trustees through estate and trust administration — protecting assets for beneficiaries, collecting outstanding assets and income, paying valid bills, filing federal and state estate, gift and fiduciary income tax returns, calculating tax basis for beneficiaries and filing court reports. Also prepares wills, lifetime trusts, powers of attorney, health care proxies and lifetime transfers of the home with a reserved life use.

PracticesEstate PlanningEstate AdministrationTrust AdministrationReal Estate

Office
1225 West Water Street, Suite 1Elmira, NY 14905
See all 11 firms serving Steuben 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.

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