On-Site Estate Planning Document Specialist – Detail-Driven

United Placement Group; Bradenton (FL); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Health, dental, vision, and life after

Paid holidays

PTO

Vacation

401(k) with company match

Job summary

United Placement Group in Bradenton–Sarasota is seeking an Estate Planning Document Specialist to proofread trusts and wills, coordinate enrollments, and ensure accuracy of documents on-site. You will support the Member Services team, handling plan changes and responding to questions about document status.

The role requires 3+ years in a document-heavy coordination field, sharp attention to detail, and strong communication; paralegal certification is preferred.

Qualifications

• 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

Responsibilities

• 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

Skills

Document coordination experience

Attention to detail

Written and verbal communication

Microsoft Office proficiency

Education

Paralegal certificate

Tools

Microsoft Office

Job description

United Placement Group in Bradenton–Sarasota is seeking an Estate Planning Document Specialist to proofread trusts and wills, coordinate enrollments, and ensure accuracy of documents on-site. You will support the Member Services team, handling plan changes and responding to questions about document status.

The role requires 3+ years in a document-heavy coordination field, sharp attention to detail, and strong communication; paralegal certification is preferred.