Help Your Parents Without Taking Over

Sabal helps you have those tough conversations with your parents by pulling together their financial information and putting them in control of who sees what.

No credit card required. Cancel anytime.

Family members helping elderly parents manage finances together
A screenshot of the app showing a unified asset dashboard

Help Parents Age On Their Terms

Finally have the financial conversations you've both been putting off, with your parents controlling what they share and when.

  • Discuss finances with the real information your parents choose to share
  • Help without hovering so nothing important slips through the cracks
  • Leave spreadsheets and guesswork behind
A screenshot of the app showing joint ownership of an account and two primary beneficiaries

Not Just Accounts - The Full Picture

Planning takes more than balances and statements. Bring everything your family needs to discuss into one accessible place.

  • Medical directives, insurance policies, and legal documents ready when you need them
  • Important passwords and notes stored securely for the right moments
  • Keep notes and contact information for doctors, lawyers, and advisors handy
A screenshot showing workspace members, general permissions, and specific permissions.

Share What Matters — and Nothing More

Start the conversations you're ready for. Your parents control exactly what they share and when, letting your family start simple and dive deeper over time.

  • Share account balances without sharing transaction details
  • Give access to your contact list without sharing any financial information
  • Invite family members and professionals with personalized access for each person's role
A screenshot of a checklist showing end-of-year taks for estate planning and appointments with assignees

Turn Uncertainty Into Action

Break down overwhelming financial conversations into manageable steps with our checklist library, or create your own action plans for what's on your mind.

  • Pick from our checklist library to get started quickly
  • Create custom checklists to track what you're already working on
  • Assign tasks to family members or professionals and track progress together

Confidence, Not Control

Early members get a 30-day free trial (no credit card required) and early-access pricing, plus guided onboarding to help you get the most out of Sabal.

Monthly
Yearly
$59.99
per year

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