Skip to main content

Jacob Shad Mason

Estate planning Attorney at Gallatin, TN

5.0   9 reviews

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

  • State Years
    Tennessee - TN 11 years
    Kentucky - KY 16 years
  • Licensed for 11 years
    State TN
    Acquired 2012
    Status
    Active No misconduct found
  • Licensed for 16 years
    State KY
    Acquired 2007
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jacob

Learn Jacob’s areas of practice.

4
Practice areas
  1. Estate planning
    40%
    Helping you Give What You Have, To Whom You Want, The Way You Want, When You Want. Your Legacy Is Our Priority™

    15 years

  2. Probate
    30%
    Walking beside you and your family through the entire Probate process, while guiding you with ease to provide peace of mind. Complimentary Probate Consultation.

    15 years

  3. 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.

    9 years

  4. Business
    10%
    Working with business professionals on services from Business Formations & Incorporations to Exit Strategies and Succession Planning.

    15 years

Jacob "Jake" Mason was born in Lubbock, Texas and raised in Philpot, Kentucky, a community of Daviess County. He is the Owner of Mason & Associates Law Firm, formerly known as Heritage Law Group, in Gallatin, Tennessee. Jake was a National Merit Finalist in high school and also earned a full tuition football scholarship to Vanderbilt University in 1999. Mason graduated cum laude from the University of Kentucky with a Bachelor of Science in Business and Economics (Economics Major) with Departmental Honors in 2003, and a Bachelor of Science in Biology with Departmental Honors in 2010. He received a full-tuition scholarship from Washington & Lee University School of Law, where he earned his Juris Doctorate (J.D.) in 2007. He became a licensed attorney in Kentucky in 2007, and in Tennessee in 2012, practicing in both states. He became an Accredited Attorney with the United States Department of Veterans Affairs in 2016. Mason earned a Master of Laws (LL.M.) in Elder Law and Estate Planning from Western New England University School of Law in 2018. He received board-certification as an Estate Planning Law Specialist (EPLS) in 2019 by the Estate Law Specialist Board, Inc., an American Bar Association accredited organization, subsidiary of the National Association of Estate Planners & Councils. He received his Certified Elder Law Attorney (CELA) certification in 2020 by the National Elder Law Foundation (NELF), certified by the American Bar Association. He was also awarded Board-Certification as Elder Law Specialist by the Tennessee Commission on Continuing Legal Education, an Agency of the Tennessee Supreme Court in 2020. Jake is a graduate of Leadership Gallatin, Class of 2020, hosted by Gallatin Area Chamber of Commerce. Mason resides in Hendersonville, Tennessee, with his wife, local Neurologist Megan E Mason MD, and their two daughters. He enjoys spending time with his family, competing in RAGNAR races, watching movies, and coaching his daughter’s soccer team.

Mason & Associates Law Firm, formerly known as Heritage Law Group, is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and Kentucky. We are dedicated to providing client-centered, professional legal services that are individualized through one-on-one consultations. We delight in empowering our clients and community through education and providing specialized resources. Our integrity-driven team will help you protect your legacy while delivering outstanding quality at a reasonable cost. We do not practice service areas of Personal Injury, Nursing Home Abuse, or Wrongful Death but have relationships with trusted law firms that we would be delighted to refer for your case. Our offices are located in Gallatin and Nashville, Tennessee. Our team is available for in-office, phone, or video consultations. Call to schedule a consultation by phone at Gallatin | Nashville or email at today.

Your Legacy Is Our Priority™

Photos and videos

Contact Jacob

Mason & Associates Law Firm
1531 Hunt Club Boulevard
Suite 220
Gallatin, TN, 37066
Mason & Associates Law Firm
1033 Demonbreun Street
Suite 300
Nashville, TN, 37203
Hide locations

Reviews

5.0 / 5.0
  9 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by anonymous | September 2, 2020
This review is from a person who hired this attorney.
| Hired 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.
Response from Jacob Mason September 9, 2020
Thank you so much for your kind review.
Posted by anonymous | July 27, 2019
This review is from a person who hired this attorney.
| Hired 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
This review is from a person who hired this attorney.
| Hired 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 health 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.
Read less
Response from Jacob Mason 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
This review is from a person who hired this attorney.
| Hired 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 every aspect of the process.
Response from Jacob Mason November 2, 2017
Thank you so much Linda.
Posted by Barry | August 31, 2016
This review is from a person who hired this attorney.
| Hired 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.
Read less
Posted by Stacey | April 14, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
I highly recommend Jacob. He is very professional and personable all at the same time. He helped us with our estate planning and was very knowledgeable and willing to take the time to answer the many questions we had.
Posted by Jay | September 29, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Excellent, personable and detail orientated!
Jacob approaches his clients needs as an educator. He will take the time to understand your needs and then educate you and your family on ideas that can be of great help. I have known others that are clients of Jacobs as well and they have told me that they feel a burden had been lifted from their shoulders in working with him. Jacob makes it simple yet thorough. I highly recommend his services!
Read less
Response from Jacob Mason November 2, 2017
Thank you so much Jay! We appreciate your Excellent review and enjoy working with you.
Posted by anonymous | September 15, 2014
A Class Act...
Jacob Mason is a very competent attorney in my opinion. He was retained to move a Family Trust to TN from another state. He was invaluable in dealing with attorneys and the previous Trustee in the other state, and securing the new Corporate Trustee here in TN. Through it all he was very thorough, diligent, and knowledgeable, and that experience made a complicated and lengthy process that much easier to navigate. Most of all he was always available to be a sounding board, and advise as the situation went through several permutations on the way to conclusion. I would highly recommend Jacob Mason to anybody who has need for his services.
Read less
Posted by Jana | December 2, 2013
Extremely Pleased with Legal Representation from Jacob Mason
Mr. Mason represented me in a highly professional manner. He took a most thorough legal approach in researching for my case. He consistently kept me informed on all changes and updates from beginning to end. Mr. Mason possesses a genuine compassion and determination to provide top notch legal representation. He was certainly a Godsend to me!!!
Read less
View less reviews

Cost

Rates
  • Hourly Rates $ 250-350 per hour
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Owner
  • Mason & Associates Law Firm (Formerly Known As Heritage Law Group, PLLC)
  • 2014 - Present
  • Owner
  • The Law Office of Jacob Mason
  • 2012 - 2014
  • Attorney
  • Solo Practitioner
  • 2007 - 2012

Education

  • Western New England University School of Law
  • LL.M - Master of Laws
  • 2018
  • University of Kentucky
  • BS - Bachelor of Science
  • 2010
  • Washington and Lee University School of Law
  • JD - Juris Doctor
  • 2007
  • University of Kentucky
  • BS - Bachelor of Science
  • 2003
View all education

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

Associations

  • National Association of Estate Planners and Councils
  • Member
  • 2018 - Present
  • Lawyers in MENSA
  • Member
  • 2017 - Present
  • Tennessee Bar Association
  • 2012 - Present
  • Kentucky Bar Association
  • 2007 - Present
  • Sumner County Museum Executive Board
  • Board of Directors
  • 2018 - 2020
  • Rotary Club
  • Member
  • 2015 - 2017
  • Sumner Teen Center
  • Executive Committee Director
  • 2014 - 2017
View all associations

Languages Spoken

  • English

Honors and Awards

  • Main Street Awards Finalist: Best Attorney/Law Firm
  • Main Street Media
  • 2019
  • Mid-South Rising Stars
  • Mid-South Super Lawyers
  • 2019
  • Readers' Choice Nomination: Best Attorney/Law Firm
  • Hendersonville Lifestyle Magazine
  • 2018
  • Mid-South Rising Stars
  • Mid-South Super Lawyers
  • 2018
  • 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
  • 2017
  • 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
  • 2016
  • Top Contributor
  • Avvo
  • 2013
View all awards

Publications

  • National Business Institute Seminar
  • Probate Litigation
  • 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
  • Discipline and Discharge in Arbitration
  • Refusals to Perform Work
  • 2008
View all publications

Speaking Engagements

  • Let's Talk Seniors
  • Advance Care Planning
  • 2019
  • National Healthcare Decisions Day Events
  • Advance Care Planning
  • 2019
  • Let's Talk Luncheon
  • Communication Techniques for Difficult Conversations
  • 2019
  • Senior Luncheon
  • Estate Planning & Probate Basics
  • 2019
  • 3rd Annual Elder Care Expo
  • Elder Care Explained
  • 2019
  • Senior Dinner
  • Elder Care Explained: Navigating Through The Elder Care Maze
  • 2019
  • 2nd Annual Elder Care Expo of Robertson County
  • Elder Care Explained
  • 2019
  • Veterans Breakfast at Delmas Long Community Center
  • Veterans Benefits
  • 2018
  • Will Writing Workshop
  • Get Your Ducks In A Row - Estate Planning Basics
  • 2018
  • Elder Law Expo & Workshops of Robertson County
  • What On Earth Is Elder Law?
  • 2018
  • Lunch & Learn
  • What On Earth Is Elder Law?
  • 2018
  • Preparing For The Journey Workshops
  • Veterans Benefits
  • 2018
  • Senior Breakfast
  • What On Earth Is Elder Law?
  • 2018
  • Goodlettsville Senior Citizens Center
  • The Consequences of Poor Planning: Estate Planning Essentials
  • 2018
  • Leads Exchange
  • What Heritage Law Group Can Do For You
  • 2018
  • Life Planning Seminar
  • Estate Planning & Elder Law
  • 2017
  • Life Planning Seminar
  • Veterans Benefits
  • 2017
  • After Care Workshops
  • Estate Planning
  • 2017
  • Senior Adult Luncheon
  • Elder Law & Estate Planning
  • 2017
  • HPD Wills For Heroes
  • Wills For Heroes
  • 2017
  • Interactive Dementia Care Workshop & CEU
  • Dementia & Elder Law Part 2
  • 2017
  • Interactive Dementia Care Workshop & CEU
  • Dementia & Elder Law Part 1
  • 2017
  • Let's Talk Seniors
  • Basics of Estate Planning & Elder Law
  • 2017
  • Dementia/Alzheimer's Educational Workshop
  • Dementia & Elder Law
  • 2017
  • Springfield Geriatric Council
  • Legal Consequences of Dementia
  • 2017
  • Life Planning Seminar
  • Estate Planning & Elder Law
  • 2017
  • Senior Citizens Center of Hendersonville
  • Health, Safety, and the Law
  • 2017
  • After Care Workshops
  • Handling Estate Matters
  • 2016
  • CMSA of Middle Tennessee
  • Elder Care - Panel Discussion
  • 2016
  • Let's Talk Seniors!
  • What On Earth Is Elder Law?
  • 2016
  • VA Benefits Seminar
  • What You Need To Know About Veterans Benefits
  • 2016
  • VA Benefits Seminar
  • Veterans Benefits
  • 2016
  • VA Benefits Seminar
  • Veterans Benefits
  • 2016
  • Principal Financial Fall Retreat
  • Elder Care Planning
  • 2016
  • Senior Fraud & Elder Abuse Awareness
  • Senior Fraud Prevention
  • 2016
  • Divorce in Tennessee
  • How Divorce Impacts Estate Planning in Tennessee
  • 2014
View all speaking engagements

Attorney endorsements

Received (13)
Given (12)
Endorse Jacob
Unknown Attorney | May 07
Relationship: Fellow lawyer in community
"One of the absolute best. Exceptional attention to detail, service next to none. I endorse this lawyer."
Estate planning Attorney | May 06
Relationship: Other
"I endorse this lawyer."
Unknown Attorney | Apr 22
Relationship: Other
"I endorse this lawyer for their knowledge and dedication."
Unknown Attorney | Feb 02
Relationship: Other
"Highly skilled and respected in the community. I endorse this lawyer."
Business Attorney | Sep 28
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | May 20
Relationship: Fellow lawyer in community
"I endorse this lawyer. A highly skilled and respected lawyer in the legal community."
Estate planning Attorney | 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."
Unknown Attorney | 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."
Trusts Attorney | Sep 08
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Unknown Attorney | Jun 29
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Unknown Attorney | Feb 14
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | 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."
Trusts Attorney | 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 more endorsements