For Estate planning attorney · 8 Grok Bots

An estate practice that inventories, drafts, funds, and never lets a plan go stale

8 Grok Bots for a small estate firm: build the family map and asset inventory, draft the trust, will, POA and directive, coordinate the signing, and track funding — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Engagement-to-executed-and-funded rate·Category: Legal
The problem it targets

Assembling each client's estate picture and turning it into instruments — chasing down the family map, the full asset inventory and beneficiary designations, redrafting the same will, trust, power-of-attorney and health-directive clauses by hand, coordinating a signing with witnesses and a notary, then tracking whether every account and deed was actually re-titled into the trust — so engagements stall, signings get scheduled wrong, and trusts sit unfunded.

What you get

From day one

1

A structured family map and asset inventory built from each new client's questionnaire and documents, conflict-checked against your own client list, with every gap flagged before you design a plan.

2

A design-options memo on tax exposure, beneficiary and fiduciary structure, then first drafts of the trust, will, power of attorney, and health directive assembled from your own clause library for you to review.

3

A signing plan with witnesses, notary, and a state-specific execution checklist, plus a funding checklist that tracks every account and deed re-titled into the trust — all drafted for you to approve and send.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Estate & Asset Intake

intake
read-only
Watches & prepares — never sends
Family map, asset inventory, conflict check, gap flags in the matter file
Approves: conflict-check flags; missing-info escalation
3

Estate Plan Design Analyst

researcher
specialist
Drafts for your review — you approve before anything leaves
Design-options memo: tax exposure, beneficiary/fiduciary structure, funding implications
Approves: every design choice; the memo before it guides drafting
4

Instrument Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
First drafts of trust, will, POA, health directive from your clause library
Approves: every instrument; every judgment clause
5

Signing & Execution Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed signing date, witnesses/notary, state execution checklist, client messages
Approves: every message; every booking
6

Trust Funding & Re-Titling Specialist

specialist
specialist
Drafts for your review — you approve before anything leaves
Funding checklist and drafted letters of instruction for re-titling
Approves: every send; any account or money movement
7

Practice Reporter

reporter
read-only
Watches & prepares — never sends
Weekly picture: engagements open, at draft, executed, funded; reviews due
Approves: none (nothing leaves the firm)
8

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Analyst→Drafter→Coordinator→Specialist→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts and organizes; it does not advise. Every instrument, memo, and message waits for your review, and no legal judgment is ever made in your place.
  • ×It uses only your own matter files and clients. It does not look up a client's assets from outside sources, buy lists, or contact anyone you have not chosen.
  • ×It never re-titles an account, moves money, or files anything with a court, and never runs a signing or sends a client message without your approval.
Engagement-to-executed-and-funded
rate
How you'll know it's working

One number, measured over time

Share of new engagements that reach a fully drafted, attorney-reviewed instrument set, are validly signed, and have every intended asset re-titled into the trust

Before day one

What you fill in — the bots never guess these

matter-log
the header contract for the matter sheet every bot reads and writes.
clause-library
your approved trust, will, POA, and directive clauses. Drafts come only from here.
funding-checklist
the re-titling and beneficiary checklist per matter.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training