- Where
- Bradenton, Florida, United States
- Level
- Mid
Estate Planning Document Specialist – Bradenton / Sarasota
Alternate board title: Document Review Specialist – Estate Planning, Bradenton (On-Site)
UF Resources · Bradenton, FL (On-Site, near UTC and I-75) · Full-Time W-2 · Pay based on experience, paid weekly
Catch what everyone else misses. Review trusts, wills, and related estate planning documents for accuracy and completeness on our Member Services team. Monday–Friday, in office, no nights or weekends.
What you’ll do
Proofread trusts, wills, and related forms for accuracy and completeness
Coordinate member plan enrollments, updates, and replacements
Run quality checks on reports and plan changes
Answer member questions on document status and resolve issues with internal teams
Required
3+ years in any one of: legal assistant work, insurance or benefits, or another document-heavy coordination role
Strong attention to detail; comfortable juggling multiple files
Clear written and verbal communication; proficient with Microsoft Office
Live in the Bradenton–Sarasota area and work on-site full time
Preferred: paralegal certificate. This role does not draft documents or give legal advice.
Benefits: health, dental, vision, and life after 90 days; paid holidays, PTO, vacation; 401(k) with company match.
To apply: send your resume and a short note about your experience with legal or financial documents.