Skip to main content

Houck Menninger Law

HM Law 365™

HM Law 365

A legal "subscription" may sound unusual, but that's because it is!

At Houck Menninger Law, we don't mind being a little unusual.

The only thing certain in life is change, as they say. No matter what life brings, our clients need an advocate and an ally. With that philosophy in mind, we created HM Law 365™, our innovative, unique, and affordable way that our clients stay connected with us. After all, it’s vital that your plan works how it’s supposed to, when it’s supposed to.

Do You Want A Transaction?
Or A Relationship?

We live in an on-demand and increasingly commodity-based marketplace. Consumers want things easy, and they want them now. Everything can be had almost instantly at the tap of a finger or click of a mouse.

The legal industry is not impervious to this mindset, where an “estate plan” has become something that simply gets “purchased” for a few bucks (like most everything else these days) and should be delivered to your inbox right away.

But truly valuable legal services simply cannot be commoditized like other goods and services.

We’re not in the “document” business. We’re in the relationship business. Your estate planning and elder law attorney should be an advisor who’s there for you and your family when needed – in good times and in times of crisis or uncertainty – whether it’s next month, next year, or at some unknown point down the line. The only way we’re able to do that is by maintaining a relationship with you and with others who play a significant role in your estate plan, including your fiduciaries and financial/tax advisors.

This is why our clients choose the relationship, not the transaction.

Membership Levels

HM Law 365™ has 3 membership levels, with new resources being added regularly.

Every HM Law client who engages in comprehensive planning becomes a member of HM Law 365™ at the Essential level, with no annual
subscription fee. Quite a few of our clients find value in periodic reviews and discounts on future services, but do not feel they need more at this time. However, many of our clients seek a fully supportive and collaborative role with us. So, for an additional $1 or $2 a day, our clients can upgrade membership to receive more features and benefits.

Essential

One 30-minute check-in phone call per year
3-year Review Meeting
Estate Plan "Upgrade" Credit for fees paid should you move to another plan level
Family meeting upon death of client
Preferred pricing on additional work, including estate settlement when you pass away
5O% discount on powers of attorney for children or grandchildren
Free access to HM law Client Workshops and Events

Planner

All Essential benefits, plus...
Annual Review Meeting (instead of the 3-year Review Meeting)
Two (2) 30-minute check-in phone calls
Updated powers of attorney and other ancillaries
Ongoing funding support
Access to HM Law's DIY Document Database
Use of Client Portal

Planner PRO

All Planner benefits, plus...
Updated wills and trusts, including restatements and changes to Irrevocable Trusts
Unlimited meetings/phone calls
Coordination with your tax, financial, and other advisors
Discounted rates on Elder law services (with continuous Planner PRO membership) as follows:

  • 125% fee credit if within 5-year lookback
  • Asset assessment and application only: $1,000 (compared to $2,500)
  • Community Spouse Service: $2,500 (compared to ≥ $5,000)

Ready To Get Started?

At the root of all meaningful estate planning is a client’s desire to make things better and easier for loves ones, minimizing taxes and preserving assets along the way. The typical HM Law client wants more than a set of documents. They also value the relationship with a legal team led by attorneys certified in Estate Planning and Elder Law. A team that is compassionate,collaborative, and committed to staying at the forefront of the everchanging legal landscape. 

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Receive Text Messages (Optional)
Do you agree to receive text messages from Houck Menninger Law, LLC sent from (937) 985-0059? Message frequency varies and may include conversational communications regarding appointments, responses to client inquiries, and client support. Message and data rates may apply. Reply STOP at any time to end or unsubscribe. For assistance, reply HELP or contact support at (937) 985-0059.
See our Privacy Policy for details on how we handle your information.