The practical resource library

Planning Tools & Checklists

Useful working documents for families, trustees, and advisors. Use the trustee checklist or identify practical questions to bring to a discharge team with the aftercare preparation checklist.

A trust officer and family advisor reviewing a beneficiary support plan

Featured resource · Seven-page PDF

SNT Trustee Coordination Checklist

A print-ready checklist for role separation, distribution documentation, provider diligence, review dates, and the trustee’s decision record. Includes a decision memorandum and sample annual-report language.

Get the SNT checklist

A short contact form opens at the top of the guide. Educational resource, not legal or public-benefits advice.

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Aftercare Preparation Checklist

Mark practical arrangements you have discussed and confirmed with the relevant people. Download the list to bring to a discharge-planning conversation. This is a discussion aid, not a readiness assessment.

Arrangements to discuss with the discharge team and support network

First appointments confirmedCheck dates, provider contact details, transportation, and who will confirm attendance.Medication handoff discussed with the prescriberConfirm the current instructions, pharmacy, supply and refill plan with the licensed team. Do not change medication here.Living arrangements and backup discussedConfirm the planned setting, move date, household expectations, and an alternative if circumstances change.First weekly routine writtenInclude appointments, meals, sleep, work or school, transport, and unstructured time.Recovery or community supports selectedConfirm the person's preferences, schedule, transport, and an alternative if the first option is a poor fit.Communication permissions clarifiedAsk the providers what consent is needed and identify one practical family contact where appropriate.Response instructions reviewed with the teamConfirm whom to call for concerns and how to obtain urgent or emergency help. This checklist does not assess safety.Next review and task owners agreedAssign open tasks and a review date. The individual and relevant licensed providers should help shape the plan.

0 of 8 arrangements marked as confirmed. A completed checklist does not establish readiness or safety for discharge.

Adapted from our aftercare planning guide, informed by SAMHSA’s recovery principles. Independent licensed providers remain responsible for clinical assessment and treatment. Follow their discharge and medication instructions.

For immediate danger or a medical emergency, call 911. For suicide or mental health crisis support in the U.S., call or text 988.

Need help putting the plan into practice?

Coast provides clinically informed case direction and practical support for complex behavioral health situations.

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