Jobs Companies United Placement Group Estate Planning Document Coordinator | Full-Time | On-Site | Bradenton, FL

About this Estate Planning Document Coordinator | Full-Time | On-Site | Bradenton, FL role at United Placement Group

United Placement Group · Onsite · Bradenton, Florida, United States

Detail-driven role · W-2 with full benefits · Weekly pay · Stable growing company · No remote

⚠  This is a full-time, on-site role in Bradenton, FL. Remote work is not available.

 

If you're the person who catches the error everyone else missed, thrives on organized systems, and finds genuine satisfaction in getting documents exactly right — this role was designed for you.

UF Resources is a fast-growing estate planning and financial services company based in Bradenton. Our Document Review Coordinators sit at the center of our operation: reviewing estate planning documents prepared by network attorneys, coordinating binder assembly, and making sure every client's plan is accurate, complete, and ready to deliver. Your eye for detail directly protects our members' families.

 

What you'll do

●       Review estate planning documents submitted by network attorneys for accuracy and completeness.

●       Coordinate and organize all documentation required to assemble estate plan binders.

●       Communicate directly with attorneys to obtain missing or corrected documents.

●       Assist with deed funding by reviewing deeds and related tax documentation.

●       Track case progress, maintain accurate records, and drive timely file completion.

●       Collaborate with internal teams and external partners to keep cases moving without bottlenecks.

 

What you bring

●       A sharp eye for detail — you notice what's off and you fix it before it becomes a problem.

●       Strong organizational skills and the ability to juggle multiple open files and deadlines.

●       Clear, professional written and verbal communication — especially when working with attorneys and partners.

●       Comfort with structured processes, checklists, and document management systems.

●       Experience in legal, real estate, title, mortgage, insurance, or financial services is a plus — but we'll train the right person.

 

What we offer

●       W-2 full-time position with weekly pay.

●       Health, dental, vision, and life insurance — eligible after 90 days.

●       Paid holidays, PTO, and vacation time.

●       401(k) with company match.

●       A stable, growth-focused company where accuracy and accountability are genuinely valued.

●       Ongoing training and clear paths for career development as the company grows.

 

Not the right fit if: you prefer remote or hybrid work, struggle with high-volume document review, or find detail-oriented, process-driven environments frustrating.

 

At UF Resources, your work isn't administrative overhead — it's the last line of quality control protecting our members' estate plans. If that kind of ownership appeals to you, we want to hear from you.

 

Submit your resume today. A brief cover letter outlining your relevant experience is encouraged. Qualified candidates are typically contacted within 48 hours.

Requirements

Benefits

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About United Placement Group

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

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