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Jason Robert Jones
also known as Jones Collaborative Estates
About Jason
Biography
It is my goal to reduce unecessary estate-related lawsuits with proactive estate planning and thoughtful estate administration. When a dispute arises nonetheless, I offer a non-lawsuit option for its resolution through the Collaborative Law method.
I practice in "estates" law, which has 3 basic components: (1) PLANNING, i.e., writing documents (2) ADMINISTRATION, i.e., putting documents into action, and (3) DISPUTE RESOLUTION, i.e., fixing issues arising in the planning and administration phase.
The best way to head-off a dispute is with a proper estate plan that is properly administered, but sometimes the water has gone under the bridge and you find yourself in a conflict nonetheless. I conducted estate law litigation (trusts, wills, powers of attorney) for over 5 years, handling several multi-million-dollar matters. Though litigation is the best choice in some cases, I realized that in most cases litigation is not the best choice because it too often needlessly sacrifices both (1) money, and (2) family relationships. The "sacrifice" is a byproduct of the nature lawsuits. This realization led me to become trained in Collaborative Law, a promising new dispute resolution method for resolving legal disputes outside of court but still achieving a legally binding resolution you can rely on. I promise to do everything in my power to aid my clients in avoiding unnecessary litigation.
The law should be and must become more accessible to the average person. I am firmly committed to being a part of that change. I do not charge for initial 1/4 hour consultations if I am not ultimately retained. My fees are competitive, but they are also flexible given certain circumstances. I have been honored to represent some clients at reduced rates, payment plans, and contingency fees. Of course, my ability to charge less in some cases stems from charging a standard rate in most cases. I would be pleased to confidentially discuss your situation with you.
Practice Areas
4
Practice Areas
Fees and Rates
Cost
Hourly Rates
$ 200-200 per hour
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in North Carolina for 10 years
State: North Carolina
Acquired: 2015
No misconduct found
Location
Jones Collaborative Estates
206 W Franklin St, Ste B100, PO Box 993, Chapel Hill, NC, 27514
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Jason Robert Jones's Reviews
Avvo Review Score
28 Client Reviews
Filter Avvo Reviews (28)
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Practice Areas
Estate Planning (8)
Wills & Living Wills (7)
Power Of Attorney (4)
Probate (4)
Lawsuits & Disputes (3)
Mediation (2)
Trusts (2)
Child Custody (1)
Contracts & Agreements (1)
Discrimination (1)
Divorce & Separation (1)
Employment & Labor (1)
Land Use & Zoning (1)
Partnership (1)
Real Estate (1)
Tax (1)
Showing 1 - 5 of 28 reviews
Posted by Melissa | February 10, 2022 | Hired Attorney | Estate Planning
Great experience with estate planning
Jason was incredibly helpful and patient as we updated our decade-old will & trust and POAs. He answered all of our questions and guided us expertly through the process. Highly recommend!
Posted by Steve and Noa | December 27, 2021 | Hired Attorney | Estate Planning
Exceptional and Unmatched in Service and Expertise!
Jason is unique. His extremely warm personal manner and style of guidance is something that we feel that anyone seeking legal services in estate planning would seek and appreciate. He truly embraces a collaberative approach and takes the time to navigate sensitive issues. We could not be more plea...
Posted by DEBORAH | December 09, 2021 | Hired Attorney | Estate Planning
Deborah Gilbert
Jason was able to handle our estate needs in a professional and efficient manner.His fees were reasonable and he was very knowledgeable and helpful.
Posted by Lee | December 02, 2021 | Hired Attorney | Estate Planning
A great option if you want an estate attorney with a personal touch
Jason helped me put together all of my estate documents with ease. The details of all of these documents can be quite confusing, but he guided me along and helped me understand what was important and how to make the best decisions. If you want a lawyer who really cares about helping people and minimi...
Posted by margaret | September 09, 2021 | Hired Attorney | Wills & Living Wills
Made everything so easy!
My spouse and I just did our wills with Jason Jones, and t could not have been easier. We are totally satisfied with the wills and the experience. Great guy!
Jason Robert Jones's Lawyer Endorsements
"Jason is extraordinarily smart, thorough, and diligent. Every matter I have seen him address, both in and out of court, is given the same deep level of thought and attention. He is a fantastic lawyer while still maintaining a compassionate and understanding outlook. I would highly recommend him to anyone."
"Jason is a perfect match for the high expectations I have for an established firm like Loftin and Loftin. He is extremely gifted and I understand that he is already teaching Continuing Legal Education courses to other attorneys. He excels at what he does and I expect that to continue for years to come."
"Jason Jones is a highly intelligent, dedicated, and diligent attorney. He has a an eye for close attention to detail, but still has a commanding presence in the courtroom. He is highly skilled at what he does but remains adaptable to address an array of cases and situations. I would highly recommend his representation to anyone."
"I am impressed with Mr. Jones's thoughtful advice and answers to legal questions on Avvo. He has an in-depth understanding of the law and an ability to communicate legal concepts clearly and effectively. I endorse this lawyer!"
"Jason is an exceedingly thoughtful and intelligent counselor, and typifies professionalism in our community. He is of excellent character, and I wholeheartedly endorse him."
"I have known Jason for a number of years and have always found him to be knowledgeable and conscientious. I would not hesitate referring clients to him."
"I endorse this lawyer. I recently had the opportunity to work on a fairly complicated child custody matter which included several procedural issues. Jason does a great job of identifying and researching the issues. Not just the present issues but those that may pop up as the case moves along as well. I was very impressed by his work product, responsiveness and ability to communicate with our clients. I look forward to working with him in the future and will not hesitate to refer him to others in need of his services."
"As Jason Jones does a good amount of legal work well I wish I could endorse him for multiple areas. He is knowledgeable in criminal, family, real estate, and has a passion for American Indian law. Any questions I ever had in this areas I would certainly go to him for."
"I endorse this lawyer. Jason is a very compassionate, honest, and hardworking lawyer. He is also a very gifted writer. I am happy to have him on board."
"I attended law school with Jason and worked alongside him as a Guardian ad Litem in Orange County. He is a sensitive, compassionate, and intelligent attorney."
"I endorse this lawyer. I know Jason from our time in law school together. He impressed me regarding his knowledge of the law of estate planning and his passion for practicing in that area. I understand Mr. Jones to be a lawyer of integrity who cares about those he serves and will not hesitate to refer clients to him."
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Experience
Honors
2020
Client's Choice, Avvo
Work Experience
2020 - Present
Attorney / Founder, Jones Collaborative Estates
2019 - 2020
Partner, Loftin & Loftin, PA
2015 - 2015
Law Clerk, Hon. J. Matthew Martin
2015 - 2019
Associate Attorney, Loftin & Loftin, PA
2014 - 2015
Guardian ad Litem, Orange County NC Guardian ad Litem Program
2014 - 2014
Intern, North Carolina Supreme Court
2013 - 2015
Clinic Director, Cancer Pro Bono Project, UNC Law School
2013 - 2015
Research Assistant to John V. Orth, UNC Law School
Associations
2021 - Present
18JD Mentor CommitteeVice-Chair
2017 - Present
Estate Planning & Fiduciary Law Section (North Carolina Bar Association)Member
2017 - Present
National Business InstituteFaculty
2016 - Present
North Carolina Advocates for Justice
Sample of Legal Cases
Will Caveat
Secured over $80,000 in settlement funds for wrongly disinherited client.
Breach of Fiduciary Duty
Trustee Removed, over $30,000 Settlement for Client
Defending Guardianship Proceeding
Dismissal of guardianship proceeding.
Trustee Investigation
Negotiated trustee removal, return of tens of thousands of dollars, return of property, and trust termination. (No lawsuit filed.)
Testamentary Trust Termination
Testamentary Trust terminated, beneficiary inherited ahead of schedule. (Lawsuit filed.)
Return of Human Remains
Human remains returned to family. (Lawsuit filed. Jury Trial.)
Return of Conditional Gift
Property successfully returned to client. (No lawsuit filed.)
Trustee Investigation
Successfully recovered over one hundred thousand dollars. (Lawsuit filed.)
Insurance Coverage
Successfully obtained federal court order that a seven-figure policy coverage existed which the insurer had denied. (Lawsuit filed. *Appeal pending.)
Hot Potato Probate
Kept client (Executor) from getting sued by suspicious family
Skip Your Will Caveat
Resolved an inheritance dispute WITHOUT having to file the lawsuit
Executor in the hot seat
Kept another Executor from being sued, by helping them provide transparency to family
Education
2015
University of North Carolina School of Law
JD - Juris Doctor
2011
North Carolina State University
BA - Bachelor of Arts
Speaking Engagements
2022
North Carolina Probate & Trust Adminstration
Creditors, Accountings, Taxes, Trust Administration, and Ethics
2021
Trust Taxes from A to Z
Types of Trusts, and Ethics
2021
Introduction to Collaborative Law
The Collaborative Process & Educating Clients
2021
Collaborative Conflict Resolution
Making the Case for Collaborative
2020
NC Probate Litigation & Fiduciary Duties
NC Probate Litigation & Fiduciary Duties
2018
Top Challenges in Estate Administration
Legal Ethics in Estate Administration
2018
Top Challenges in Estate Administation
Sticky Estate and Trust Contests, Disputes, and Challenges
2018
Drafting Effective Wills and Trusts
Fundamental Principles of Will Drafting
2018
Drafting Effective Wills and Trusts
Using Living Trusts and Powers of Attorney as Estate Planning Tools
2017
UNC LAW 268: Guest Lecturer
Advanced Healthcare Directives & Special Needs Trusts
2017
Trusts From A to Z
Simple Testamentary Trusts and Revocable Living Trusts
2017
Trusts From A to Z
Legal Ethics
2017
Trusts From A to Z
Special Needs Trusts (SNTs)
2015
"Legal Reform and Innovation"
Real Property Interests of the Eastern Band of Cherokee Indians
Publications
2022
National Business Institute Seminar
North Carolina Probate and Trust Administration
2021
National Business Institute Seminar (manuscript)
Introduction to Collaborative Law
2021
National Business Institute Seminar
Trust Taxes from A to Z
2020
National Business Institute Seminar
NC Probate Litigation & Fiduciary Duties
2019
National Business Institute
Initial Steps to the Estate Administration Process
2019
National Business Institute
Ethics and Estate Administration
2019
National Business Institute
Complex Issues in Estate Administration
2018
National Business Institute (CLE Instructor's Manuscript)
Using Living Trusts and Powers of Attorney as Estate Planning Tools
2018
National Business Institute Seminar
Fundamental Principles of Will Drafting
2018
National Business Institute Seminar ("Top Challenges in Estate Administration")
Legal Ethics Challenges in Estate Administration
2018
National Business Institute Seminar ("Top Challenges in Estate Administration")
Sticky Estate and Trust Contests, Disputes, and Challenges
2017
7 Prop L. Rev. 24 (Thompson Reuters, Austrailia)
"A Grade Below Them All": Real Property Interests on the Reservation of the Eastern Band of Cherokee Indians
2017
National Business Institute Seminar
Simple Testamentary Trusts and Revocable Living Trusts
2017
National Business Institute Seminar (Trusts From A to Z)
Legal Ethics
2017
National Business Institute Seminar (Trusts From A to Z)
Special Needs Trusts (SNTs)
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Who does the insurance money belong too if the insurance policy named the trustee as the "named insured" rather than the trust?
19 Jan 2021
Q&A
I'd like to set up an irrevocable trust for my 6 year old daughter.
19 Jan 2021
Q&A
How can I find out if my kids have trust funds??
20 Jan 2021