Estate Planning Document Review Coordinator

UF Resources – Bradenton, FL (On-site)

UF Resources is a fast-growing company in the estate planning and financial services industry, and we are seeking a highly detail-oriented Estate Planning Document Review Coordinator to join our Bradenton office.

This is a fully on-site position ideal for someone who thrives in a structured, document-driven environment and enjoys being the central point of coordination between internal teams and attorneys. You will play a critical role in ensuring our members’ estate plans are accurate, complete, and properly organized.

Key Responsibilities

• Review estate planning documents submitted by network attorneys for accuracy and completeness
• Coordinate and organize documentation required for 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 ensure timely completion
• Collaborate with internal teams and external partners to keep files moving efficiently

Qualifications

• Strong attention to detail and organizational skills
• Ability to manage multiple files and deadlines simultaneously
• Professional written and verbal communication skills
• Comfortable working with structured processes, checklists, and document review
• Ability to work both independently and as part of a team
• Experience in legal, real estate, title, mortgage, insurance, or financial services is a plus, but not required

What We Offer

• W-2 position with weekly pay
• Health, dental, vision, and life insurance (eligible after 90 days)
• Paid holidays, PTO, and vacation
• 401(k) with company match
• A stable, growth-focused company environment
• Ongoing training and career development opportunities

At UF Resources, we value accuracy, accountability, and teamwork. If you enjoy working with documents, take pride in precision, and want to be part of a growing organization where your work directly impacts client outcomes, we encourage you to apply.

Location Requirement
This is a full-time, on-site position based in Bradenton, FL. Remote work is not available for this role.

To Apply
Please submit your resume. A brief cover letter outlining your relevant experience is encouraged.