Help Your Parents Without Taking Over

Sabal gives families a clear, shared view of their parents' financial picture — with built-in privacy, customizable access, and tools that reduce stress, not independence.

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

Help Parents Age On Their Terms

Sabal keeps aging parents in control — while giving you the visibility to support them, only when it’s needed. No all-or-nothing sharing. No awkward asks. Just clarity.

  • See account balances, documents, and plans — only with your parents’ explicit approval
  • Help without hovering — so nothing important slips through the cracks
  • Say goodbye to spreadsheets and guesswork — Sabal brings it all into one secure hub
A screenshot of the permission toggles showing general and specific sharing options for workspace members.

Share What Matters — and Nothing More

Sabal’s flexible permission system puts your parents in control and lets your family collaborate without over-sharing.

  • Choose exactly which accounts, documents, or checklists each person can access
  • Make exceptions as needed — like temporarily sharing a medical file or bank statement
  • Change permissions anytime, without triggering awkward conversations
A screenshot of the app showing joint ownership of an account and two primary beneficiaries

Documents, Passwords, and Peace of Mind

Sabal keeps your family’s essential information protected, organized, and available when it matters — without sacrificing control or privacy.

  • Store medical directives, insurance policies, wills, and legal documents in one secure, searchable place
  • Manage critical passwords and account details with permission-based access
  • Add notes with instructions, context, or next steps — visible only to the right people
A screenshot of a collection of contacts an aging parent might have with icons for contact methods.

Know Who's Doing What — and Who to Call

Sabal helps families stay coordinated by keeping roles, responsibilities, and professional contacts in one shared place — so nothing gets dropped, and no one’s left guessing.

  • Assign roles for tasks like bill payment, document review, or financial oversight
  • Keep a centralized list of attorneys, advisors, and healthcare providers alongside their notes and contact info
  • Update everyone instantly when responsibilities shift or new professionals join the picture
A screenshot of a checklist showing end-of-year taks for estate planning and appointments with assignees

Turn Uncertainty Into Action

Sabal’s smart checklists help families navigate financial and life transitions with clarity. Break down what needs to happen, assign tasks, and track progress — without nagging or confusion.

  • Use templates for common needs like estate planning, annual reviews, or medical prep
  • Assign tasks to family members or professionals, and track completion in one shared place
  • Schedule recurring checklists for routines like bill reviews, benefits renewals, or financial check-ins

Confidence, Not Control

Sabal helps families navigate finances with compassion, clarity, and control — all without overstepping. Join early to shape a better way to manage what matters most. Your first month is on us.

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