Estate Planning Document Review Coordinator

About this role

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.