Estate Planning for Clermont County, Ohio Property Owners

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

Without a recorded beneficiary designation or a trust, Clermont County property passes through the Probate Court — even simple Ohio probates run 6+ months and start with $235 in filing fees. Ohio also lets owners name a transfer-on-death beneficiary on vehicle titles, which keeps cars out of the same process.

Record a Transfer-on-Death Deed in Clermont County

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

Before recording, an Ohio transfer on death designation affidavit is signed with a notary juratORC 5302.22 to 5302.24Verified Aug 24, 2026View source. The deed takes effect only if it is recorded before the owner's deathORC 5302.22 to 5302.24Verified Aug 24, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Clermont County are recorded with the County Recorder at 101 E. Main St., Batavia, OH 45103. Phone: 513-732-7236. Hours: Monday - Friday, 8:00 AM - 4:30 PM.

The County Recorder charges $34 for the first 2 pages plus $8 for each page beyond 2. Recording a 2-page transfer on death designation affidavit in Clermont County comes to $34. A transfer on death designation affidavit is exempt from transfer tax.

Clermont County accepts electronic recording through Simplifile.

Recording Office Record

County Recorder

Clermont County

Address

101 E. Main St.Batavia, OH 45103

Fax

513-732-7891

Hours

Monday - Friday, 8:00 AM - 4:30 PM

E-recording

Available via SimplifileE-recording info →
Visit recorder website →

Recording fees

Base fee (first 2 pages)$34
Each page beyond 2$8
Transfer tax on a TOD deedExempt

ORC 317.32(A)(1); ORC 317.36(A)

Verified September 8, 2026 · Source

Estate Planning Attorneys Serving Clermont County

FirmMilford, OH

Crowe & Welch

Since 1977 · Serves 4 counties

Serves Clermont County from Main Street in Milford, filing in the Clermont County Probate Court in Batavia. Handles probate administration — the court process of transferring a decedent’s property — along with guardianship and adoption matters that arise when a family member dies. In the Milford community since 1977.

PracticesEstate PlanningProbateGuardianshipBusiness LawReal Estate

Office
1019 Main StreetMilford, OH 45150

FirmCincinnati, OH

Stiebel Law Firm, LLC

Serves 4 counties

Serves Hamilton County from Montgomery Road in northeast Cincinnati, filing in the Hamilton County Probate Court. Its estate planning and administration practice carries estates and trusts through settlement for owners of family and closely held businesses, with the related tax work those estates raise. Mark Stiebel is an OSBA certified specialist in Estate Planning and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office
10700 Montgomery Road, Suite 212Cincinnati, OH 45242

FirmMason, OH

The Allen Law Firm, LLC

Serves 5 counties

Mason office covering the Warren County Probate Court and neighboring Butler, Hamilton, Clermont, and Clinton county courts. Works with executors and heirs moving assets through probate, along with trust drafting and asset-protection planning for families before death. Initial case reviews are offered in person, by phone, or by video conference.

PracticesEstate PlanningTrust AdministrationProbateAsset Protection

Office
8469 Mason-Montgomery Road, Suite 2Mason, OH 45040
Free consultationVirtual consultations

FirmCincinnati, OH

Zimmer Law Firm

Since 1993 · Serves 4 counties

Kenwood-based practice serving the Hamilton County Probate Court and the surrounding Butler, Warren, and Clermont county courts. Handles trust settlement and estate administration for surviving spouses and adult-child executors, including Medicaid asset recovery and special needs beneficiary situations. Free consultation.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more

Office
9825 Kenwood Road, Suite 201Cincinnati, OH 45242
Free consultation

FirmCincinnati, OH

Favret Law, LLC

Favret Law is a boutique firm in Cincinnati's Hyde Park neighborhood that focuses exclusively on wills, trusts, estate planning, and probate. Bruce Favret is one of fewer than 160 attorneys in Ohio certified as a specialist in wills, trusts, and probate by the OSBA. The father-daughter team is licensed in both Ohio and Kentucky.

PracticesEstate PlanningTrust AdministrationProbate

Office
2631 Erie AvenueCincinnati, OH 45208

FirmWest Chester, OH

Rosenbauer Law Office, LLC

Since 2012

Rosenbauer Law Office is an estate planning firm in West Chester serving the greater Cincinnati area. Founded in 2012 by Nicholas Rosenbauer, the firm focuses exclusively on estate planning, trust administration, and probate with a personalized, family-first approach.

PracticesEstate PlanningTrust AdministrationProbate

Office
7908 Cincinnati Dayton Road, Suite AWest Chester, OH 45069
See all 19 firms serving Clermont 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 Ohio statutes and official state code. How we research.

Ohio Estate Planning Articles

Estate planning articles for Ohio.