WELCOME TO HERITAGE CORPORATE & LEGACY ADVISORS
Focused on Small Business and Estate Planning Advisement
SMALL BUSINESS ADVISEMENT
We provide legal counsel for small businesses, including contract review, business formation, and compliance issues.
TURNAROUND/EXIT STRATEGY
We assist clients in need of help with turning around struggling operations and/or preparing for a sale in order to maximize value.
CANNABIS LAW
With nearly a decade of experience advising cannabis businesses throughout the US, both in private practice and in-house, we can offer assistance with all needs of businesses in the industry.
FRACTIONAL GENERAL COUNSEL SERVICES
Fractional General Counsel services are tailored to each client's needs in terms of scope, availability, and budget.
M&A EVALUATION
Our team will assist with evaluating potential M&A targets for value, operational efficiency, risks, and integration strategy.
STRATEGIC PLANNING
Our team will assist with advisory services and strategic planning for your business tailored to each client's needs and budget.
OUR PHILOSOPHY
Heritage Corporate & Legacy Advisors is dedicated to providing exceptional legal services tailored to small businesses and individuals seeking comprehensive estate planning solutions in the greater Portland/Vancouver metro area. We help clients in Oregon and Washington. Our team is committed to guiding our clients through the complexities of business law and legacy planning with personalized attention and expertise.
Our philosophy is to add value for all clients rather than be seen as a cost to your business or estate. Whether through strategic guidance, quality referrals, risk mitigation, or tax avoidance, we strive to leave you in the best possible position.
Estate planning is about more than just documents, it's about protecting your loved ones, preserving your legacy, and making sure your wishes are honored. At Heritage, we offer comprehensive estate planning services to individuals and families throughout Vancouver, Washington. Whether you need a simple will or complex trust, our firm provides personalized strategies that reflect your goal, values, and financial situation. We take the time to understand your unique needs and ensure that every detail is thoughtfully addressed. As a seasoned Vancouver estate planning attorney, Mat Cleary combines legal precision with a compassionate approach. We guide clients through all aspects of estate planning, including powers of attorney, healthcare directives, and probate matters. Our deep knowledge of Washington State estate laws allows us to navigate even the most complex situations with clarity and confidence. Whether you're planning ahead or facing a time-sensitive situation, we're here to provide the trusted counsel and peace of mind you deserve.
Running a small business comes with big responsibilities and legal issues can quickly become costly distractions without the right support. At Heritage, we provide strategic counsel for small businesses in Vancouver, Washington, helping entrepreneurs and growing companies protect their interests and operate with confidence. From choosing the right business entity to negotiating contracts and ensuring compliance, we deliver tailored legal solutions that support your goals at every stage of growth. With a strong foundation in business law and a focus on practical, results-driven guidance, Mat Cleary works closely with business owners to understand their challenges and create forward-thinking strategies. Whether you're facing a partnership dispute, considering a merger, or simply want to streamline your operations, our firm is committed to providing clear, proactive legal advice. We act as a long-term partner in your success so you can focus on what you do best: building your business.
Strategic Counsel Services
Mat Cleary
Managing Attorney
Mat is a seasoned strategic general counsel and executive who has represented hundreds of businesses in private practice as well as serving in-house as General Counsel, VP of Business Affairs, and COO with both vertically-integrated retail brands and CPG manufacturers up to $1 billion in annual revenue.
Mat also uses his experience as a strategic counsel to assist estate planning clients navigate the complexities of avoiding probate, reducing tax liability, and ensuring assets are distributed according to each client's wishes.
Tel: 564.888.4778
Glenn Slate
Attorney
Glenn has represented countless businesses over a twenty year career in law and currently owns Heritage Family Law and serves as the Managing Partner.
If you need family law services such as assistance with your divorce or child custody matter, reach out to our team at Heritage Family Law.
Tel: 360.450.2372
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VISIT US
11101 NE 14th St, Vancouver, WA 98684
Email: info@heritagelegaladvisors.com
Tel: 360.450.2372
Office Hours: Mon - Fri, 10:00 AM - 4:00 PM
For any inquiries, please fill in the following contact form:
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