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Jason Robert Jones

Jason Robert Jones

also known as Jones Collaborative Estates

5.0
Rating: 10.0

Licensed for 10 years

Estate planning Lawyer at Chapel Hill, NC
Practice Areas: Estate Planning, Probate, Trusts, Mediation

206 W Franklin St, Ste B100, PO Box 993, Chapel Hill, NC

About Jason

Biography

Practice Areas

4

Practice Areas

Estate Planning 25%

Writing your necessary documents to plan for death and incapacity.

25%
Mediation 25%

Non-lawsuit resolution through Collaborative Law methods in disputes arising in the estate, trust, and power of attorney areas.

25%
Probate 25%

Legal counsel in administering a deceased person's estate.

25%
Trusts 25%

Legal counsel in administering trusts.

25%

Fees and Rates

Cost

Free Consultation

$0 first 15 minutes

Hourly Rates

$ 200-200 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in North Carolina for 10 years

State: North Carolina

Acquired: 2015

Active

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

5.0 /5.0

28 Client Reviews

Showing 1 - 5 of 11 reviews | Communication Style

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...zing conflict for your estate, Jason is a great choice.

Posted by Esola | January 29, 2021 | Hired Attorney | Lawsuits & Disputes

Excellence.

I hired Mr Jones after a terrible, very expensive and useless experience with a previous lawyer. He was attentive, responsive, efficient, and resolved my biggest problem in 3 weeks while the previous lawyer did not in 3 months. He was prompt to answer my calls or emails, he was precise in his answer...s and did not charge me an arm and a leg. He showed genuine intent in quickly settle matters and not in dragging my problems along to inflate his fee, and he delivered excellent results. I would recommend hiring him in a heartbeat.

Posted by anonymous | January 22, 2021 | Hired Attorney | Trusts

First Class Lawyer

What Mr. Jones brings to the table is exceptional. The combination of his knowledge and expertise, his superlative professionalism, and his pleasant and patient demeanour is rare indeed. Jason has advised on our family trusts for several years. Over the past four years, Jason has tirelessly review...ed and inventoried over twenty years of financials and four different trusts for us, while keeping us updated on each stage of the work. While working to resolve the tax controversy, Mr. Jones has collaborated with attorneys in four different states to ensure the fastest possible resolution of our legal issues. Jason has helped us extensively to resolve our tax problem, and to this end, he has made referrals to accountants and collaborated with our tax professionals, making sure everyone had much-needed information. Jason has consistently provided us with a "bird's eye view “of all matters he has worked on for us. He has thoroughly explained the circumstances of our trust issue, and its past, present and future implications. Jason has a particular gift in that he can take complicated legal matters and distil them down in a way that is at once succinct and all-encompassing. He has been able to consistently explain our multifaceted legal issues to us and make them clear and easy to understand. I especially wish to comment on Jason's availability. Jason has never been one of those lawyers that you can never reach on the phone. My wife and I have been immeasurably grateful for Jason's compassionate listening ear when at times we have felt compelled to discuss the effects of one crisis or another on both our case and on our wellbeing. He has been there for us on a level that was over and above the call of duty. After our long professional association, we are glad to call Jason a friend as well as our lawyer.

Posted by Samarah | December 18, 2020 | Hired Attorney | Wills & Living Wills

If you want to be in good hands this is your guy!

Mr. Jones helped me navigate getting my will and my medical directive created. During this difficult year (Covid 19 Pandemic) many of us have lost loved ones and have even had our own mortality in question. He explained the material well and guided me through the process while educating me on each st...ep. I was able be confident in the decisions I was making for my family. I would be happy to recommend him to my friends and family.

Posted by Deborah | December 06, 2020 | Hired Attorney | Wills & Living Wills

Excellent and very Professional Attorney/Lawyer

Jason Jones is a very professional Lawyer/attorney and gave me the most excellent customer service. He explained everything before ever really starting and made sure that I understood everything before going on with the next segment of the process of obtaining a Will, and other documents. Excellent ...representation of your company. Thank You Jason for all your hard work and dedication.

See All Client Reviews

Jason Robert Jones's Lawyer Endorsements

Endorse Jason
Jason Paul Murphy headshot
Jason Murphy

Estate planning lawyer | Jun 13

Relationship: Fellow lawyer in community

"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."

Katherine Thrall Merritt headshot
Katherine Merritt

Litigation lawyer | Jun 07

Relationship: Fellow lawyer in community

"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."

James J. Rainsford headshot
James Rainsford

Estate planning lawyer | May 23

Relationship: Fellow lawyer in community

"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."

Andrew Kenneth Dickens headshot
Andrew Dickens

Unknown lawyer | May 26

Relationship: Fellow lawyer in community

"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!"

Rabee Robert Imad El-Jaouhari headshot
Rabee El-Jaouhari

Unknown lawyer | Aug 24

Relationship: Fellow lawyer in community

"Jason is an exceedingly thoughtful and intelligent counselor, and typifies professionalism in our community. He is of excellent character, and I wholeheartedly endorse him."

David John Mahlum headshot
David Mahlum

Unknown lawyer | Jun 02

Relationship: Fellow lawyer in community

"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."

Robert Paul Jenkins headshot
Robert Jenkins

Family lawyer | May 11

Relationship: Worked together on matter

"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."

Daniel Walker Cole headshot
Daniel Cole

Family lawyer | May 09

Relationship: Fellow lawyer in community

"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."

John D. Loftin headshot
John Loftin

Estate planning lawyer | Mar 17

Relationship: Supervised lawyer

"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."

Laura Kastner headshot
Laura Kastner

Unknown lawyer | Mar 02

Relationship: Fellow lawyer in community

"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."

James Karl Jordan IV headshot
James Jordan

Estate planning lawyer | Feb 26

Relationship: Friend

"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."

View All Endorsements
Douglas Stuart Punger Jr. headshot
Douglas Punger

Litigation lawyer

Brandy L. Mansouraty headshot
Brandy Mansouraty

Litigation lawyer

Kimberly Jill Kirk headshot
Kimberly Kirk

Trusts lawyer

William C. Smith Jr. headshot
William Smith

Probate lawyer

John N. Hutson Jr. headshot
John Hutson

Probate lawyer

Katherine Thrall Merritt headshot
Katherine Merritt

Probate lawyer

James J. Rainsford headshot
James Rainsford

Litigation lawyer

Brandon Alexander Robinson headshot
Brandon Robinson

Estate planning lawyer

Jason Paul Murphy headshot
Jason Murphy

Litigation lawyer

Nathaniel Coates Smith headshot
Nathaniel Smith

Litigation lawyer

Robert Paul Jenkins headshot
Robert Jenkins

Child custody lawyer

Charles Gordon Brown headshot
Charles Brown

Commercial real estate lawyer

H. Wood Vann headshot
H. Vann

Criminal defense lawyer

Michael W. Ballance headshot
Michael Ballance

Workers compensation lawyer

James W. Kilbourne Jr. headshot
James Kilbourne

Litigation lawyer

Catherine Ellen Bruce headshot
Catherine Bruce

Elder law lawyer

Jennifer Marie Little headshot
Jennifer Little

Estate planning lawyer

Daniel Walker Cole headshot
Daniel Cole

Contracts and agreements lawyer

David John Mahlum headshot
David Mahlum

Speeding and traffic ticket lawyer

Samuel E. Coleman headshot
Samuel Coleman

Criminal defense lawyer

Experience

Rating:  10.0 (Superb)

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 Committee

Vice-Chair

2017 - Present

Estate Planning & Fiduciary Law Section (North Carolina Bar Association)

Member

2017 - Present

National Business Institute

Faculty

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

See More Legal Cases

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

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