Planning-first tools for cost, surrogate pay, legal research, tax organization, agency comparison, and Journeybook drafting.
Reviewed by the Patriot Conceptions Operations Team
Start point
Pick the task you need to solve today before opening a full workflow.
Primary use
Cost planning, legal research, tax handoffs, agency comparison, and story preparation.
Next step
Open the tool that matches today's question, then bring the result to your coordinator or professional advisor.
Choose by task
Start with the decision you need to make today. Cost planning, state-law review, agency comparison, tax organization, and story preparation each need a different tool and a different handoff.
These tools are reviewed by the Patriot Conceptions Operations Team. They support planning and team handoffs, but they do not replace advice from your attorney, physician, tax professional, or care coordinator.
Tool guide
Each priority tool is designed for a different planning moment. Choose the one that matches what you need to decide, then use the result in a private conversation with your coordinator, attorney, clinic, tax professional, or support team.
6
Common tasks
11
Planning tools
0
Accounts required
5-8 minutes
Problem it solves
Estimate a first family-building budget before comparing agency quotes or financing options.
What you receive
A planning range with separate categories for agency, surrogate, legal, escrow, insurance, medical, travel, and contingency assumptions.
5-8 minutes
Problem it solves
Estimate a realistic compensation package before comparing agency headlines or match conversations.
What you receive
A planning range with base compensation, allowances, transfer milestones, reimbursements, special-scenario reserves, and covered benefits separated.
3-6 minutes
Problem it solves
Compare state law, provider access, regional logistics, and next steps before choosing a location path.
What you receive
A state, metro, or provider view that helps you prepare better questions.
8-12 minutes
Problem it solves
Organize records before a tax conversation with your CPA or advisor.
What you receive
A role-aware packet preview for payments, reimbursements, forms, and review notes.
4-7 minutes
Problem it solves
Prepare better questions before agency interviews or coordinator calls.
What you receive
A checklist for fees, matching, legal handoffs, insurance, support, and timing.
10-15 minutes
Problem it solves
Shape your story, support system, and timeline before a matching or intake conversation.
What you receive
A guided story draft with prompts for motivations, support, and next steps.
Start here for the tools most aligned with cost planning, legal research, tax organization, and story preparation.
For intended parents building a first planning budget before comparing agency quotes.
Create a planning budget by adjusting agency, legal, insurance, and surrogate compensation assumptions.
Open tool →
For surrogates comparing compensation, allowances, reimbursements, and event-based support.
Estimate a pay package by adjusting experience, transfer planning, travel, reimbursements, and special-circumstance assumptions.
Open tool →
For families weighing state law, provider access, and travel logistics by region.
Compare state law, provider access, regional logistics, and Patriot planning routes.
Open Atlas →
For intended parents, surrogates, and donors preparing one CPA-ready handoff.
Build a CPA-ready tax packet with PDF + spreadsheet exports for intended parents, surrogates, and donors.
Open tool →
For surrogates organizing records and forms ahead of a CPA conversation.
Reconcile compensation, reimbursements, and 1099/W-2 forms into one CPA workflow.
Open tool →
For intended parents and surrogates putting their story, support system, and timeline on paper.
Draft a storybook to capture your why, support system, and timeline.
Open tool →
Supporting tools for comparisons, prep work, and team handoffs after you start with the flagship planning tools above.
Map a clear timeline so the journey feels calmer and more predictable.
Open tool →
Create a quick snapshot to introduce yourself and align on expectations.
Open tool →
Build a conversation-ready checklist for agency interviews, coordinator calls, and side-by-side comparisons.
Open tool →
Review state-by-state legal context before you shortlist where to match.
Open tool →
Organize donor compensation records and generate a role-specific CPA packet.
Open tool →
Track IVF and family-building categories with CPA review labels and cleaner handoff totals.
Open tool →
Tax season toolkit
The tax toolkit cluster now has clear role-based entry points for intended parents, surrogates, and donors. Use these pages as the shareable handoff object, not just the raw tool.
Family-Building Tax Packet
Use this as the general handoff page for CPAs, coordinators, and partner sites.
Share the surrogate organizer
Best for compensation, reimbursement, and form reconciliation conversations.
Share the donor organizer
Use the donor page when a payer, CPA, or donor needs a narrower workflow.
Partnerships and community
Share the hosted tax-tool pages in newsletters, resource pages, group chats, or partner handoff workflows. The family-building tax packet page also includes copyable embed code for partner sites.
Browse our Resource Center for quick answers, or continue with live support in chat.
Narrower utilities for regional planning, provider routing, and community handoffs. Each page stays available for direct links, embeds, and partner workflows.
Disclaimer: tools provide general information and estimates only and are not legal or medical advice.