Yates County Transfer on Death Deed Form (New York)

All Yates County specific forms and documents listed below are included in your immediate download package:

Transfer on Death Deed Form

Yates County Transfer on Death Deed Form

Fill in the blank Transfer on Death Deed form formatted to comply with all New York recording and content requirements.
Included Yates County compliant document last validated/updated 10/1/2024

Transfer on Death Deed Guide

Yates County Transfer on Death Deed Guide

Line by line guide explaining every blank on the Transfer on Death Deed form.
Included Yates County compliant document last validated/updated 10/1/2024

Completed Example of the Transfer on Death Deed Document

Yates County Completed Example of the Transfer on Death Deed Document

Example of a properly completed New York Transfer on Death Deed document for reference.
Included Yates County compliant document last validated/updated 10/1/2024

When using these Transfer on Death Deed forms, the subject real estate must be physically located in Yates County. The executed documents should then be recorded in the following office:

Yates County Clerk

417 Liberty St, Suite 1107, Penn Yan, New York 14527

Hours: 9am - 5pm / July-August: 8:30am - 4:30pm (real estate closings until 4pm)

Phone: (315) 536-5120

Local jurisdictions located in Yates County include:

  • Bellona
  • Branchport
  • Dresden
  • Dundee
  • Himrod
  • Keuka Park
  • Lakemont
  • Middlesex
  • Penn Yan
  • Rushville

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Yates County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Yates County using our eRecording service.
Are these forms guaranteed to be recordable in Yates County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Yates County including margin requirements, content requirements, font and font size requirements.

Can the Transfer on Death Deed forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Yates County that you need to transfer you would only need to order our forms once for all of your properties in Yates County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by New York or Yates County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Yates County Transfer on Death Deed forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

To use the Transfer on Death (TOD) Deed under New York’s Real Property Law (RPP) CHAPTER 50, ARTICLE 12 § 424 (effective July 19, 2024), follow these steps:

1. Complete the TOD Deed
Designate a beneficiary: Clearly name the individual or entity (such as a charity or trust) who will inherit your property upon your death.
Include contingent beneficiaries if desired (NOT required). These are backup beneficiaries who would inherit the property if your primary beneficiary cannot (e.g., if they predecease you). Ensure the deed is filled out correctly, including the legal description of the property.

2. Execute the TOD Deed: The TOD deed must be signed by the property owner (the transferor) in the presence of two witnesses and a Notary Public. The witnesses should not be the beneficiaries themselves, as this could raise legal issues.

3. Record the TOD Deed: The completed deed must be recorded with the County Clerk's office where the property is located during your lifetime. Recording the deed is crucial because, without it, the transfer will not be valid upon your death.

4. Retain Ownership During Lifetime: After recording the TOD deed, you retain full control of the property during your lifetime. You can still sell, mortgage, or revoke the TOD deed at any time.
If you change your mind, you can revoke the TOD deed by filing a revocation form or executing a new TOD deed, which automatically invalidates the previous one.

5. Upon Your Death: Upon your death, the property automatically transfers to the designated beneficiary without going through probate.

Key points about when it takes effect:
Timing of Transfer: The deed only takes effect upon the death of the property owner. Until then, the owner retains full control over the property and can revoke or change the TOD deed at any time.

Recording Requirement: For the TOD deed to be valid, it must be recorded with the county clerk during the property owner's lifetime. If the deed is not recorded before death, it will not be effective.

Probate Avoidance: By using a TOD deed, the property passes directly to the named beneficiary without going through probate, simplifying the transfer process and reducing legal costs.

Our Promise

The documents you receive here will meet, or exceed, the Yates County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Yates County Transfer on Death Deed form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

4.8 out of 5 - ( 4420 Reviews )

Jimmy W.

November 1st, 2024

Very thorough with plenty of instructions. Nice to be able to fill in the forms on my computer at my own pace and edit if needed. Jim

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

RUTH A.

October 25th, 2024

I am so very thankful for the service that you provide for the public, thank you very much.

Reply from Staff

We deeply appreciate the trust you have placed in our services. Thank you for your valuable feedback and for choosing us.

Nancy R.

October 25th, 2024

Deeds.com is very precise, helpful and friendly. I found the form I needed without any effort and everything worked perfect and smooth. I recommend it 100%. rnThank you.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Morgan K.

August 24th, 2021

When I brought this deed to the county assessor, they were so impressed that I had done it correctly on my first try, and said they wished everyone would do such a good job on their paperwork.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Melisa H.

August 17th, 2020

Quick turnaround and superior customer service from my reviewer. Above and beyond my expectations and took the time to look into the lengthy list of other counties I have to confirm you are able to e-record for me. I appreciate all the time and effort taken to help me.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

David R.

February 8th, 2024

Very straightfoward and simple process. The submission of my artifact was completed within a half hour. The best part for me was the coverage/service-area that it included my jurisdiction

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

William G.

July 21st, 2023

Exactly what I needed and saved me a bundle by not having to hire an attorney. My county clerk said it was exactly correct.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Myron M.

June 30th, 2020

This is what we need and it was very helpful and easy to fill out.
Thanks

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Clarice O.

June 15th, 2020

It was very easy plus exactly what I neded.

Reply from Staff

Thank you!

Philip F.

August 2nd, 2024

Quick, user-friendly, and complete! Thank you

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

Missie R.

June 17th, 2020

Very fast and professionally handled.

Reply from Staff

Thank you!

AARON D.

July 26th, 2024

Forms were great ! Cancelled my lawyer's appointment & utilized your forms.rn

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

Laurie J.

September 10th, 2024

Very satisfied with what I purchased.

Reply from Staff

Thank you for your positive words! We’re thrilled to hear about your experience.

Johnnye G.

April 22nd, 2021

I appreciate being able to find the forms needed for my Gift Deed. It was simple to understand and complete. Now, if Utah will accept this form, I will be thrilled. Mailing today. It remains to be seen if it will be accepted.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Candace K.

April 1st, 2021

I was able to find the Certificate of Trust after a little searching. Once found, the remainder of the process was easy. My task was done in no time. It's a great site.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!