# Member Plan Coordinator | Estate Planning | Full-Time | On-Site | Bradenton, FL

> United Placement Group · Bradenton, United States · Full-time · Posted 2026-07-14

**Salary:** USD 42,000–45,000

**Workplace:** on_site

**Department:** Corporate Administration

## Description

**Legal document review · Attorney-facing · W-2 with full benefits · Weekly pay · M–F 8–4:30 · No remote**

If you've spent time in a legal office, title company, or real estate environment and you're good at holding attorneys accountable for paperwork without burning the relationship — this role is a direct translation of what you already do well.

UF Resources is a fast-growing estate planning and financial services company based in Bradenton. Our Member Plan Coordinators are the internal backbone of our plan delivery process: reviewing legal documents prepared by network attorneys, identifying errors and gaps, and driving resolution so our members receive accurate, complete estate plans. This is internal-facing, process-driven, and detail-critical work — every document you clear protects a real family's legacy.

**What you'll do**

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

●        Identify missing, incorrect, or incomplete documents and communicate directly with attorneys to resolve them.

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

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

●        Track case status, maintain precise records, and drive files to timely completion.

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

**What you bring**

●        Background in legal, paralegal, title, real estate closing, or a related document-driven field — this is where your experience will land fastest.

●        A sharp, trained eye for detail — you know what a complete file looks like and you don't let incomplete ones move forward.

●        Confident, professional communication with attorneys and external partners — direct without being difficult.

●        Strong organizational habits: you manage multiple open files, track deadlines, and don't let things fall through the cracks.

●        Comfort with structured checklists, document management systems, and process-driven workflows.

●        No estate planning experience required — we provide full training on our documents and systems.

**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.

●        Consistent schedule: Monday–Friday, 8:00 AM–4:30 PM. No evenings, no weekends.

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

●        Ongoing training and career development as the company scales.

Not the right fit if: you need remote or hybrid flexibility, prefer a client-facing or sales-oriented role, or find high-volume legal document review tedious rather than satisfying.

At UF Resources, a Member Plan Coordinator isn't an administrative support role — it's a quality control function that directly determines whether a member's family receives an accurate, legally sound estate plan. If that level of ownership fits how you work, 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.

## Apply

[Apply at United Placement Group](https://apply.workable.com/unitedplacementgroup/j/02B98AF360/apply)

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