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Estate Planning Document Specialist - Bradenton / Sarasota

United Placement Group

Workable
WhatsApp
Location
Bradenton, Florida, United States, United States
Type
Full-time
Salary
Salary not specified
Posted
9 Nov 2026
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 aft
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.