Estate Planning Document Specialist - Bradenton / Sarasota

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.