Estate Planning Document Review Specialist
$35k - $45kUnited Placement Group
Job Description
Job Description
UF Resources | Bradenton, FL | On-site
Full-Time | Monday–Friday, 8:00 AM–4:30 PM
Pay: $35,000–$45,000 per year, based on experience | Weekly Pay
UF Resources is growing and actively interviewing for a detail-oriented Estate Planning Document Review Specialist to join our Bradenton office. This role helps ensure member estate plans are accurate, complete, organized, and progressing smoothly through the planning process.
If you enjoy document review, case coordination, checklists, and keeping multiple files moving, we encourage you to apply. We are looking to hire the right candidate promptly.
What You’ll Do- Review and proof estate planning documents, including trusts, wills, amendments, powers of attorney, health care directives, deeds, and related forms.
- Verify documents for accuracy, completeness, and internal requirements.
- Coordinate missing, corrected, or updated documents with network attorneys.
- Track case status, maintain organized records, and follow up to support timely completion.
- Review tax statements and deed-related documents to assist with deed funding.
- Communicate professionally with internal teams, attorneys, and external partners.
- Strong attention to detail, organization, and follow-through.
- Ability to manage multiple files, deadlines, and follow-up items accurately.
- Professional written and verbal communication skills.
- Experience in legal services, estate planning, financial services, insurance, real estate, title work, or another document-heavy role is preferred.
- Paralegal training, legal document experience, or estate planning experience is a plus.
- Comfort using Microsoft Office, internal systems, and other technology tools.
- Full-time W-2 employment with weekly pay.
- Health, dental, vision, and life insurance after 90 days.
- PTO, paid holidays, vacation pay, and 401(k) with company match.
- Training, support, and advancement opportunities with a growing company.
This is an on-site role in Bradenton, Florida ; remote work is not available. Apply today—we are actively interviewing and hope to hire quickly.
Vacancy posted 3 days ago
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