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Travis Smith

Travis Smith

TCS LAW FIRM
https://travischarlessmith.com/about-us/

Areas of Focus: Life and Legacy Planning, Kids Protection Planning, Estate Administration

Licensed States: Oklahoma

What to expect from Travis Smith

  • A 15 - minute introductory call to understand your goals and needs
  • 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
  • Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
  • A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
  • A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Travis Smith

Travis Charles Smith has been a practicing attorney in Oklahoma City since 2009. Travis currently practices in the areas of estate planning, family wealth planning, and as a personal advisor for families, business owners and real estate investors.

Originally, Travis focused the first decade of his career handling personal injury cases. Travis is a very experienced trial lawyer. His accomplishments include a $1 Million Jury Verdict and millions in Settlements for his clients.

Here is his transformation story from a trial lawyer to becoming a personal family lawyer for his clients.

My Transformation Story (from litigation to estate planning)

I began my career as a trial lawyer. I was a young man with a lot of energy and grit. And I wanted to go into “battle” for my clients.  I actually looked forward to the “fight” that litigation offered. Well, over the course of 15 years, I’ve participated in many courtroom “battles.” And what I’ve learned is that even when you “win” in court, it’s always too little, too late, and only comes after you’ve spent (or lost) a lot of money and endured a lot of stress.

As I transitioned over the years to practicing in real estate, I began to see that many clients ended up in court simply because they didn’t have a personal legal advisor in their corner helping them do the things that would prevent a lawsuit. And then two probate cases were referred to me that really impacted me.

Both of these cases involved women with husbands who died without any type of estate plan. In the first case, the wife’s car was repossessed just weeks after her husband’s unexpected death, and before we had time to get the wife in front a judge to appoint her over the estate. Then, I was referred a second probate case, which involved a young mother with young children, who could not access her deceased husband’s business accounts where most of their money was held.

Both of these cases were a wakeup call to me personally (I didn’t have an estate plan at the time and my wife was a stay-at-home mother to our four children).

As I began practicing probate and estate planning, other lawyers and paralegals in my network would come to me. A lawyer I knew was having trouble dealing with his late mother’s assets. Even though she had an estate plan, her vehicles and other assets were not placed into her trust – an extremely common and unacceptable reality of typical estate planning in the current legal industry.

I’ve since discovered that many estate plans are destined to fail simply because of how rushed and “transactional” the process is due to nature of how most law offices operate. I knew, however, that most people could avoid these pitfalls – including having to go to court altogether – by having a Personal Family Lawyer available to properly design and implement these estate plans. Because I can tell you this: if you have to go to a courthouse to solve your problem, you are using the slowest and least predictable way to solve any type of business or financial problem.

My mission is keep families out of court, and out of conflict. And I do that by listening to my clients, designing estate plans that actually work and won’t fail your family when they need it. And I provide ongoing legal counseling.  I also do the same for business owners and real estate investors.

I spent the first decade of my career deep in lawsuits, fighting for my clients, and I’ve seen the strain it puts on families. My practice now is all about preventing problems and bringing certainty of outcome to the client. When you hire me to prepare your estate plan you will have a plan that will work, and won’t fail your family when you need it.

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1@3x
    How we plan.

    We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

  • Asset-1what-we-protect
    What we protect.

    Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

  • Asset-1transparency
    What you see.

    Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

  • Asset-1DElivery
    How we deliver.

    Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

  • Asset-1work-150x150
    How our plans work.

    One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.

Contact Travis Smith

Complete the form below to reach out and schedule your 15-minute discovery call.