Estate Planning Document Specialist - Bradenton / Sarasota
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Key details
- Location
- Bradenton, FL, United States
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 3–6 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 18h ago
Skills
About the role
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.