Estate Planning for Montgomery County, Virginia Property Owners

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

Skipping this planning step means the Circuit Court decides who receives the property: a simple Virginia probate takes 6+ months. Virginia 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 Montgomery County

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

Before recording, a Virginia transfer on death deed is signed with notary acknowledgmentVa. Code 64.2-621 to 64.2-638Verified Aug 24, 2026View source. The deed takes effect only if it is recorded before the owner's deathVa. Code 64.2-621 to 64.2-638Verified Aug 24, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Montgomery County are recorded with the Clerk of Circuit Court, led by Clerk Tiffany M. Couch, at 55 East Main Street, Suite 1, Christiansburg, VA 24073. Phone: 540-382-5760. Hours: 8:30AM - 4:30PM.

The Clerk of Circuit Court charges $26 for 1-10 pages, $40 for 11-30 pages, $60 for 31+ pages. A 2-page transfer on death deed is $29 in recording fees plus the $3 Open-Space Preservation Fee (Virginia Outdoors Foundation), before any required forms the office charges for. A transfer on death deed is exempt from transfer tax.

Montgomery County accepts electronic recording through Simplifile, CSC, ePN.

Recording Office Record

Clerk of Circuit Court

Montgomery County · Clerk · Tiffany M. Couch

Address

55 East Main Street, Suite 1Christiansburg, VA 24073

Fax

540-394-3104

Hours

8:30AM - 4:30PM

E-recording

Available via Simplifile, CSC, ePNE-recording info →

Recording fees

1-10 pages$26
11-30 pages$40
31+ pages$60
Open-Space Preservation Fee (Virginia Outdoors Foundation)Applies to a TOD deed$3
Land Book Transfer FeeRequired with most deeds$1
Deed Processing Fee$20
Paper-Filing Fee (clerks offering electronic land-record filing)Up to $5.00 per instrument
Transfer tax on a TOD deedExempt

Va. Code 17.1-275 (subdivision A 2), 17.1-279; add-ons at Va. Code 58.1-817, 58.1-3314(3), 17.1-258.3:1 and 2002-2010 Appropriations Act Sec. 3-6.01

Verified September 9, 2026 · Source

Estate Planning Attorneys Serving Montgomery County

FirmRoanoke, VA

Anderson, Desimone, Green & Owens, PC

Serves 6 counties

Roanoke firm serving Southwest Virginia with a practice limited to estate planning and elder law. Handles estate and trust administration, probate, guardianship and conservatorship, asset protection, and Medicaid planning. Offers a free consultation.

PracticesEstate PlanningTrust AdministrationElder LawSpecial Needs Planningand 2 more

Office
4923 Colonial AvenueRoanoke, VA 24018
Free consultation

FirmRoanoke, VA

Copenhaver, Ellett & Derrico

Serves 8 counties

Roanoke firm on Franklin Road serving the Roanoke and New River Valleys and the surrounding counties. Guides personal representatives through probate and estate administration — asset gathering, creditor notification, and distribution to heirs — and handles will contests, beneficiary-status determinations, and accounting disputes.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbate Litigationand 2 more

Office
30 Franklin Road SW, Suite 200Roanoke, VA 24011

Solo PracticeRadford, VA

Ryan L. Pry, P.C.

Since 2007 · Serves 9 counties

Solo estate and probate firm in Radford serving the New River Valley and broader Southwest Virginia, including Pulaski, Montgomery, and Roanoke. Handles wills, trusts, powers of attorney, and estate administration and probate representation. Attorney Ryan Pry has drafted more than 750 wills and trusts since 2007 and makes home visits for clients who cannot travel to Radford.

PracticesEstate PlanningElder LawGuardianshipSpecial Needs Planningand 4 more

Office
701B West Main StreetRadford, VA 24141

Solo PracticeBlacksburg, VA

The Mack Law Firm, P.C.

Serves 5 counties

Estate-planning and elder-law firm in Blacksburg serving the New River and Roanoke Valleys, including Christiansburg and Montgomery County. Handles wills, trusts, and estate and trust administration for named executors and administrators, guardianship, and Medicaid and long-term-care planning. Led by attorney Brian T. Mack, a Washington & Lee Law graduate.

PracticesEstate PlanningTrust AdministrationElder LawGuardianshipand 3 more

Office
2200 Kraft Drive, Suite 2300Blacksburg, VA 24060

Solo PracticeLexington, VA

Tarris Law, PLC

Since 2016 · Serves 3 counties

Lexington firm, with a second office in the Roanoke area, serving Rockbridge County and the greater Roanoke region. Focuses on probate-avoidance estate planning — revocable living trusts to hold and distribute assets privately — plus wills and trust administration. Offers a free 15-minute consultation.

PracticesEstate PlanningTrust AdministrationTax PlanningProbate AdministrationWills Trusts

Office
14 E. Nelson Street, Suite 202Lexington, VA 24450
Free consultation

FirmDanville, VA

The Estate & Elder Law Center of Southside Virginia, PLLC

Since 1995 · Serves 5 counties

Danville firm serving Southside Virginia through the local circuit courts, with a second office in Lynchburg. Handles estate and trust administration, probate, guardianship and conservatorship, and Medicaid asset-protection planning for aging clients. Attorney Robert W. Haley is a Certified Elder Law Attorney, and the firm offers phone and video consultations.

PracticesEstate PlanningTrust AdministrationElder LawConservatorshipand 4 more

Office
109 Bridge Street, Suite 104Danville, VA 24541
See all 9 firms serving Montgomery 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 Virginia statutes and official state code. How we research.

Virginia Estate Planning Articles

Estate planning articles for Virginia.