Jacob Shad Mason

Jacob Shad Mason

also known as Jake Mason, J.D., LL.M., CELA, EPLS

5.0
Rating: 10.0

Licensed for 18 years

Estate planning Lawyer at Gallatin, TN
Practice Areas: Estate Planning, Elder Law, Probate, Business

880 Greenlea Blvd., Suite B, Gallatin, TN

About Jacob

Biography

Practice Areas

4

Practice Areas

Estate Planning 50%

Helping you Give What You Have, To Whom You Want, The Way You Want, When You Want. Your Legacy Is Our Priority™

18 years

50%
Elder Law 20%

Providing connections to assist you and your family beyond just legal needs as a community resource and working with you step-by-step to help qualify for benefits.

12 years

20%
Probate 20%

Walking beside you and your family through the entire Probate process, while guiding you with ease to provide peace of mind. Complimentary Probate Consultation.

18 years

20%
Business 10%

Working with business professionals on services from Business Formations & Incorporations to Exit Strategies and Succession Planning.

18 years

10%

Fees and Rates

Cost

Hourly Rates

$ 400-475 per hour

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Tennessee for 14 years

State: Tennessee

Acquired: 2012

Active

No misconduct found

Licensed in Kentucky for 18 years

State: Kentucky

Acquired: 2007

Active

No misconduct found

Location

Mason & Associates Law Firm

880 Greenlea Blvd., Suite B, Gallatin, TN, 37066

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Jacob Shad Mason's Reviews

Avvo Review Score

5.0 /5.0

9 Client Reviews

5 star (9)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by anonymous | September 2, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Retired

Jake did a great Jon in revising our estate planning documents! He took all the time necessary to answer our questions and explain the documents.

Jacob Mason

Replied last September 9, 2020

Thank you so much for your kind review.

Posted by anonymous | July 27, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Great lawyer

He made a will for me during a tough time. He is so easy to talk to, and made me feel better about how my kids would be taken care of if something happened to me

Posted by Chris | May 25, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Excellent Customer service with estate planning

I am an administrator at NHC HealthCare Hendersonville and Jake helped one of our patients and their family with their estate planning. Jake and his team were very kind and professional to the patient to help them understand the complexities of managing assets and costs related to paying for their he...alth care. NHC HealthCare Hendersonville accepts Medicaid as payment and we work very well with Jake and the Heritage Law Group to best benefit the patient. We have also hired Jake to assist our patients in need of a Power of Attorney when they could not afford to do so.

Jacob Mason

Replied last November 2, 2017

Thank you so much Chris. I appreciate your kind words. We enjoy working with NHC Hendersonville as well.

Posted by Linda | March 17, 2017 | Hired Attorney

This review is from a person who hired this attorney.

My experience with Jacob Mason

I needed to make out an entirely new will due to many life changes. I consulted Jacob with several pages of notes and lots of questions. He was knowledgeable, polite, and respectful. The document was completed promptly, a few minor corrections were made, and it is done. I was very pleased with ev...ery aspect of the process.

Jacob Mason

Replied last November 2, 2017

Thank you so much Linda.

Posted by Barry | August 31, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Excellent attorney

We first retained Jacob to deal with my brothers estate when he passed. Jacob and his staff did such a great job for us we later retained him to rework our will and then went to them to get advice on my mothers estate when she passed. Jacob is thorough, very professional and a trusted attorney. He ...and staff sure made our lives easier during uncertain times. I'd highly recommend him to anyone needing an attorney.

See All Client Reviews

Jacob Shad Mason's Lawyer Endorsements

Endorse Jacob
Jonathan Pierre Lacour headshot
Jonathan Lacour

Unknown lawyer | May 07

Relationship: Fellow lawyer in community

"One of the absolute best. Exceptional attention to detail, service next to none. I endorse this lawyer."

Chad William Whitfield headshot
Chad Whitfield

Estate planning lawyer | May 06

Relationship: Other

"I endorse this lawyer."

Judd S Nemiro headshot
Judd Nemiro

Unknown lawyer | Apr 22

Relationship: Other

"I endorse this lawyer for their knowledge and dedication."

Jill L Rogers headshot
Jill Rogers

Unknown lawyer | Feb 02

Relationship: Other

"Highly skilled and respected in the community. I endorse this lawyer."

Dmitriy Shakhnevich headshot
Dmitriy Shakhnevich

Business lawyer | Sep 28

Relationship: Other

"I endorse this lawyer."

Sean Cleary headshot
Sean Cleary

Estate planning lawyer | May 20

Relationship: Fellow lawyer in community

"I endorse this lawyer. A highly skilled and respected lawyer in the legal community."

John M O'Brien headshot
John O'Brien

Estate planning lawyer | Apr 21

Relationship: Fellow lawyer in community

"I endorse this lawyer. An outstanding and well respected attorney in the legal community. I would recommend him wholeheartedly to annyone needing legal representation."

David James Steele headshot
David Steele

Unknown lawyer | Dec 02

Relationship: Fellow lawyer in community

"Jacob is a well known and intelligent attorney who puts a great deal of thought and time into his clients. I would recommend him wholeheartedly."

Michael P. Gerace headshot
Michael Gerace

Trusts lawyer | Sep 08

Relationship: Fellow lawyer in community

"Top-notch attorney. Highly respected in the legal community."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Jun 29

Relationship: Fellow lawyer in community

"Top-notch attorney. Highly respected in the legal community."

Marcus William Morales headshot
Marcus Morales

Unknown lawyer | Feb 14

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Eric Jerome Gold headshot
Eric Gold

Estate planning lawyer | Nov 01

Relationship: Fellow lawyer in community

"I endorse this lawyer. Mr. Mason has submitted many posts in this forum, and they consistently appear well considered and reasoned. He would be a good resource if you need a consultation in his geographic area."

James P. Frederick headshot
James Frederick

Trusts lawyer | Oct 31

Relationship: Fellow lawyer in community

"I endorse this lawyer. While Mr. Mason is relatively new to Avvo, I have reviewed a number of his responses and he invariably provides excellent advice to Avvo askers. Mr. Mason's answers are well thought out, reflect a depth of legal knowledge, and a genuine desire to provide helpful and practical information. I am happy to endorse Mr. Mason and his services. James Frederick"

View All Endorsements
Chad William Whitfield headshot
Chad Whitfield

Unknown lawyer

Judd S Nemiro headshot
Judd Nemiro

Family lawyer

Paula Brown Sinclair headshot
Paula Sinclair

Unknown lawyer

Gerard William O'Brien headshot
Gerard O'Brien

Unknown lawyer

John Herbert Baker III headshot
John Baker

Estate planning lawyer

Lorrie Branson headshot
Lorrie Branson

Wills and living wills lawyer

Edwin Arnold Anderson headshot
Edwin Anderson

Elder law lawyer

David James Steele headshot
David Steele

Divorce and separation lawyer

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer

Abby Wilhelmina Clifton headshot
Abby Clifton

Unknown lawyer

Eric Jerome Gold headshot
Eric Gold

Estate planning lawyer

James P. Frederick headshot
James Frederick

Probate lawyer

Experience

Rating:  10.0 (Superb)

Honors

2019

Mid-South Rising Stars, Mid-South Super Lawyers

2019

Main Street Awards Finalist: Best Attorney/Law Firm, Main Street Media

2018

Mid-South Rising Stars, Mid-South Super Lawyers

2018

Readers' Choice Nomination: Best Attorney/Law Firm, Hendersonville Lifestyle Magazine

2017

Mid-South Rising Stars, Mid-South Super Lawyers

2017

Top Rated Elder Law Attorney, Mid-South Super Lawyers

2017

Top Attorney in Estate Planning, Elder Law, Probate, AVVO

2017

Continuing Legal Education Award, Kentucky Bar Association

2017

Small Business of the Year Nomination for Outstanding Service, Hendersonville Chamber of Commerce

2016

Contributor Level 11, Avvo

2016

Excellent rating, Estate Planning, Avvo

2016

Excellent Rating, Probate, Avvo

2016

Excellent Rating, Elder Law, Avvo

2016

2016 Continuing Legal Education Award, Kentucky Bar Association

2013

Top Contributor, Avvo

Work Experience

2014 - Present

Owner, Mason & Associates Law Firm (Formerly Known As Heritage Law Group, PLLC)

2012 - 2014

Owner, The Law Office of Jacob Mason

2007 - 2012

Attorney, Solo Practitioner

Associations

2018 - Present

National Association of Estate Planners and Councils

Member

2017 - Present

Lawyers in MENSA

Member

2012 - Present

Tennessee Bar Association

2007 - Present

Kentucky Bar Association

2018 - 2020

Sumner County Museum Executive Board

Board of Directors

2015 - 2017

Rotary Club

Member

2014 - 2017

Sumner Teen Center

Executive Committee Director

Sample of Legal Cases

In Re: Estate of Matthews

Probate closed

Goad v. Hinton, et al.

Land was partitioned by sale via auction.

Parnell v. Parnell

Settlement

See More Legal Cases

Education

2018

Western New England University School of Law

LL.M - Master of Laws

2010

University of Kentucky

BS - Bachelor of Science

2007

Washington and Lee University School of Law

JD - Juris Doctor

2003

University of Kentucky

BS - Bachelor of Science

Speaking Engagements

2019

Senior Luncheon

Estate Planning & Probate Basics

2019

Senior Dinner

Elder Care Explained: Navigating Through The Elder Care Maze

2019

National Healthcare Decisions Day Events

Advance Care Planning

2019

Let's Talk Seniors

Advance Care Planning

2019

Let's Talk Luncheon

Communication Techniques for Difficult Conversations

2019

3rd Annual Elder Care Expo

Elder Care Explained

2019

2nd Annual Elder Care Expo of Robertson County

Elder Care Explained

2018

Will Writing Workshop

Get Your Ducks In A Row - Estate Planning Basics

2018

Veterans Breakfast at Delmas Long Community Center

Veterans Benefits

2018

Senior Breakfast

What On Earth Is Elder Law?

2018

Preparing For The Journey Workshops

Veterans Benefits

2018

Lunch & Learn

What On Earth Is Elder Law?

2018

Leads Exchange

What Heritage Law Group Can Do For You

2018

Goodlettsville Senior Citizens Center

The Consequences of Poor Planning: Estate Planning Essentials

2018

Elder Law Seminar What On Earth Is Elder Law?

2018

Elder Law Expo & Workshops of Robertson County

What On Earth Is Elder Law?

2018

2nd Annual Elder Law Expo & Workshops 2018 What On Earth Is Elder Law

2017

Sumner County Wills For Heroes Wills For Heroes

2017

Springfield Geriatric Council

Legal Consequences of Dementia

2017

Senior Citizens Center of Hendersonville

Health, Safety, and the Law

2017

Senior Adult Luncheon

Elder Law & Estate Planning

2017

Seminar (Club at Fairvue) Estate Planning & Long Term Care

2017

Life Planning Seminar

Estate Planning & Elder Law

2017

Life Planning Seminar

Veterans Benefits

2017

Life Planning Seminar

Estate Planning & Elder Law

2017

Let's Talk Seniors

Basics of Estate Planning & Elder Law

2017

Interactive Dementia Care Workshop & CEU

Dementia & Elder Law Part 2

2017

Interactive Dementia Care Workshop & CEU

Dementia & Elder Law Part 1

2017

HPD Wills For Heroes

Wills For Heroes

2017

Elder Law Expo & Workshop 2017 "What On Earth Is Elder Law?"

2017

Dementia/Alzheimer's Educational Workshop

Dementia & Elder Law

2017

After Care Workshops

Estate Planning

2016

VA Benefits Seminar

Veterans Benefits

2016

VA Benefits Seminar

Veterans Benefits

2016

VA Benefits Seminar

What You Need To Know About Veterans Benefits

2016

Senior Fraud & Elder Abuse Awareness

Senior Fraud Prevention

2016

Principal Financial Fall Retreat

Elder Care Planning

2016

Let's Talk Seniors!

What On Earth Is Elder Law?

2016

Estate Planning & Dementia Estate Planning & Dementia

2016

Department of Veterans Affairs Pension Planning Department of Veterans Affairs Pension Planning Lunch and Learn

2016

CMSA of Middle Tennessee

Elder Care - Panel Discussion

2016

After Care Workshops

Handling Estate Matters

2014

Divorce in Tennessee

How Divorce Impacts Estate Planning in Tennessee

Publications

2018

Estate Administration From Start To Finish (80620), National Business Institute, (pg 31-44) Marshaling Assets

2018

Estate Administration From Start To Finish (80620), National Business Institute (pg 45-54) Handling Creditor Claims And Debt

2018

National Business Institute Seminar Probate Litigation

2008

Discipline and Discharge in Arbitration Refusals to Perform Work

Languages

English

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution