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WELCOME TO HERITAGE CORPORATE & LEGACY ADVISORS

Focused on Small Business and Estate Planning Advisement

PRACTICE AREAS

OUR SERVICES

ESTATE PLANNING

Our firm helps clients with estate planning, wills, trusts, and probate matters to protect their legacy and assets.

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 VISION

OUR PHILOSOPHY

Heritage Corporate & Legacy Advisors is dedicated to providing exceptional legal services tailored to small businesses and individuals seeking comprehensive estate planning solutions. 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.

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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

mat.c@heritagelegaladvisors.com

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Glenn Slate

Attorney

Glenn has represented countless businesses over a thirty year career in law and currently owns Heritage Family Law and serves as the Managing Partner. 

Tel: 360.450.2372

glenn@heritagelegaladvisors.com

CONTACT
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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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