The Mental Health and Well-Being Module
Crisis-relevant providers, employee-assistance and insurance coverage, and faith-community contacts — with a Family Guide of crisis lines and trusted people.
Where this Module fits
A-07 Module 7 of 8 in the At-Home area — step 2 of 4 on the dependency ladder (System → At-Home → Financial → Estate).
Paired with Health and Medical — crisis-ready contacts and support preferences; full provider records stay in that module.
Adds to The Secure Guide: Crisis-relevant providers, EAP, coverage, faith community.
Adds to The Family Guide: Crisis lines, counselor, one trusted person per family member.
Every Module adds one section to each guide — that is how the two guides assemble as you work. See what you're building.
Text file — the flexible one. Use it as-is, paste it into a spreadsheet, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.
Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.
One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.
Secure Guide Starter Template — Mental Health and Well-Being
Store this inside your Vault. One entry per person where the supports differ (a shared family entry is fine where they don't) — start each entry with the person's name. Full provider records are maintained in the Health and Medical section; list here only providers relevant to crisis planning or ongoing care not captured there.
Most families have some version of a plan for a medical emergency. Far fewer have one for a mental health crisis — and three things are consistently missing when they need it: a documented crisis plan (the specific numbers, written where the family can find them), permission to act (your documented preferences remove the guesswork about whether to intervene and who to call), and an honest record of the support ecosystem — therapists, the EAP, faith community, trusted friends — which becomes invisible precisely when it is most needed.
One thing this Module deliberately is not: protected. Nothing native to it is high-friction — nearly everything belongs in The Family Guide, findable at 2 a.m. Adding friction here costs more than it protects.
| Name | Role | Phone | Notes |
|---|---|---|---|
Only what crisis planning needs — the full clinical records stay in Health and Medical.
| Employer / Plan | EAP Provider | Phone | Sessions Covered |
|---|---|---|---|
Most employees never learn the details. Find yours; put the number where the family can see it.
| Carrier | Mental Health Line | In-Network Notes |
|---|---|---|
The permission structure, written out: if you are hospitalized or incapacitated, do you want your spiritual leader contacted — and by whom? Families assume someone knows this, then discover in a crisis that no one had it written down.
No faith practice? Leave this section blank — the Module is designed to accommodate both. End-of-life spiritual and religious preferences belong in the Funeral Wishes Module.
After a significant loss — who is seeing a counselor, any support group, relevant contacts. Grief also follows divorce, job loss, and hard diagnoses; documenting the resources means nobody locates them at the worst possible moment.
Family Guide Starter Template — Mental Health and Well-Being
For family members — the 2 a.m. page. Deliberately, nothing on it needs protecting.
In the matching Secure Guide section: crisis-relevant providers, EAP, coverage, faith community.
That detail is what makes recovery possible — and it is protected in the Vault, which opens with The Vault Key. The key is never written here, by design. The people listed on this page know how it is kept, and the steward's job is to keep that path current, so this page never leads to a locked door.
988 Suicide and Crisis Lifeline: call or text 988. Crisis Text Line: text HOME to 741741. Free, confidential, 24/7 — add both to every family phone.
| Name | Relationship | Phone |
|---|---|---|
Not professionals — people. The list nobody has to compose from scratch on a bad night.
A tone-setting sentence can matter more than any formal plan — e.g., "In our family, we talk openly about how we're doing. If you're struggling, please reach out to [names]."
Any preferences or guidance you want your family to have — how you'd like to be supported, who to call first, what helps.
Anything this page's reader should know that the sections above didn't ask for — the exceptions, the house quirks, the thing you would say out loud while handing this page over.
For more information on how to use these templates, see The Recoverable Family book.
Worked example — Frank's family
Jacob's junior year got rough — withdrawal, irritability, grades slipping. Not crisis-level, and the counselor they found through the health plan helped. But Frank realized afterward that nothing had been written down: not the counselor's name, not the EAP he'd once mentioned to Sarah and forgotten, not even the crisis line he'd seen posted at work. If things had escalated, they'd have been scrambling. It wasn't a crisis. It was preparation.
All details are fictional and illustrative. The assembled example guides live at the example Secure Guide and the example Family Guide.
Secure Guide — Frank's entry
The Mental Health and Well-Being section of the Mercers' Secure Guide — last reviewed 2026-05:
| Name | Role | Phone | Notes |
|---|---|---|---|
| Karen Osei, LCSW | Jacob's counselor | 555-0171 | Weekly through spring, now as-needed. Full record: Health and Medical (Westvale Pediatrics referral) |
| Dr. Anita Rao | Referral path for the adults | 555-0122 | Family practice — the starting point if Frank or Sarah needs a name |
| Employer / Plan | EAP Provider | Phone | Sessions Covered |
|---|---|---|---|
| Meridian Logistics | WorkLife Assist | 555-0188 | 6 free sessions per person per year — confidential; covers household family members, teenagers included |
| Carrier | Mental Health Line | In-Network Notes |
|---|---|---|
| Cornerstone Health | 555-0150 (behavioral health) | Karen Osei is in-network; telehealth covered; no prior authorization for outpatient counseling |
Family Guide — Frank's entry
The 2 a.m. page — second page behind the At-Home tab, right after the medical emergency sheet.
988 Suicide and Crisis Lifeline: call or text 988. Crisis Text Line: text HOME to 741741. Both are saved in every family phone.
| Name | Relationship | Phone |
|---|---|---|
| Pastor Jim Hollis | Mom's and Dad's pick | 555-0126 |
| Tom Mercer | Frank's brother | 555-0119 |
| Beth Keller | Sarah's sister | 555-0163 |
| Coach Ramirez | Lily's cross-country coach | 555-0139 |
| Tom Mercer (“Uncle Tom”) | Jacob's pick | 555-0119 |