About the job
Join UF Resources as a Member Plan Coordinator, where you will provide essential support in estate planning. This on-site role in Bradenton, FL, is ideal for detail-oriented individuals who thrive in a structured environment.
About UF Resources
UF Resources is a rapidly growing leader in the estate planning and financial services industry. We are committed to fostering a collaborative and supportive workplace culture that encourages professional and personal development.
Key Responsibilities
- Thoroughly review estate plan documents submitted by network attorneys, ensuring accuracy and compliance.
- Organize and coordinate all necessary documentation to complete estate plan binders efficiently.
- Collaborate with network attorneys to address documentation requirements and outstanding items.
- Utilize your expertise in tax statements and deed documents to facilitate funding deeds.
- Monitor case statuses, maintain precise records, and ensure timely completion of each estate plan.
- Communicate effectively and professionally with both internal teams and external partners.

