# Member Plan Coordinator - Estate Planning Documents Review | On-Site

> United Placement Group · Bradenton, United States · Full-time · Posted 2026-06-22

**Salary:** USD 35,000–45,000

**Workplace:** on_site

**Department:** Corporate Administration

## Description

UF Resources – Bradenton, FL (On-site)

UF Resources is a fast-growing company in the estate planning and financial services space, and we’re hiring a **Member Plan Coordinator & Document Review Specialist** to support our estate planning creation department. If you’re detail-oriented, enjoy working with documents, and like being at the center of a well-coordinated process, this role could be a great fit for you.

You’ll play a **vital role** in making sure member estate plans are accurate, complete, and organized in partnership with our network attorneys—directly impacting the quality of service our members receive.

### What You’ll Do

-   Review network attorney document submissions for new estate plans and plan updates/changes
-   Coordinate and organize all documentation needed to complete estate plan binders
-   Work directly with network attorneys to obtain missing or corrected documents
-   Use your understanding of tax statements and deed documents to help with deed funding
-   Track case status, maintain accurate records, and follow up to ensure timely completion
-   Communicate professionally with internal teams and external partners to keep cases moving

### What We’re Looking For

-   Strong attention to detail and excellent organizational skills
-   Comfort working with documents, records, and checklists in a fast-paced environment
-   Professional written and verbal communication skills
-   Ability to manage multiple files and deadlines at once
-   Proactive, solutions-focused mindset with strong follow-through
-   Experience in legal, financial services, insurance, real estate, title work, or other document-heavy roles is a plus, but not required if you bring transferable skills and a willingness to learn

### What You’ll Gain

-   W-2 position with **weekly pay**
-   Health, dental, vision, and life insurance after 90 days
-   Holiday pay, PTO, and vacation
-   **401(k) with company match**
-   A stable, growth-oriented environment in a company that is rapidly expanding
-   Ongoing training, tools, and support so you can grow your skills and career

At UF Resources, we’re committed to creating a workplace where team members can grow **personally and professionally**. If you’re looking for a role that offers growth, purpose, and fulfillment—and you enjoy being the detail-focused “hub” that keeps everything on track—we encourage you to apply.

## Apply

[Apply at United Placement Group](https://apply.workable.com/unitedplacementgroup/j/1720DA0EA7/apply)

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