Karen Margeson has been with Samuel, Sayward & Baler LLC since 1996 and is a senior paralegal at the firm. Karen assists clients with a variety of tasks including trust funding, estate planning and estate and Trust settlement matters. Karen is a graduate of Suffolk University and holds B.S. in Political Science. Outside the office Karen enjoys the outdoors and spending time with her family. Karen can be reached at margeson@ssbllc.com or (781)461-1020 ext. 207.
Janine Cronin has been with the firm since 2003. As a Senior Paralegal, Janine assists clients of all the attorneys with finalizing estate plan documents, trust funding, preparing and filing estate tax returns and other estate settlement matters. Janine can be reached at cronin@ssbllc.com or (781)461-1020 ext. 218. Before Janine joined the firm she was a student at Bridgewater State College (n/k/a Bridgewater State University) where she studied English Literature and writing. At home, Janine enjoys spending time with her family, watching movies, cooking/baking, and reading.
Mackenzie Sayward has been with the firm since 2014. In her new role as Law Office Administrator, Kenzie supports our clients in wrapping up their estate plan matters and is also responsible for the Firm’s day-to-day operations, supervising the administrative staff, and client billing. Kenzie might be the person to help you out when you need it as she wears many hats in the firm! You may reach Kenzie at kenzie@ssbllc.com or 781/461-1020 ext. 206. Outside of work, Kenzie enjoys hiking, playing with her dog and riding her motorcycle in her free time.
Caitlin Fantegrossi has been with the firm since 2016 and works as a Senior Probate Paralegal. Caitlin holds an Associate’s Degree in Paralegal Studies from Massachusetts Bay Community College. Caitlin assists our clients with a variety of tasks with respect to Estate settlement and Trust administration as well as prepares probate pleadings, Trust documentation and Estate and Trust Accountings, She also answers any questions clients may have throughout the process. Caitlin can be reached at fantegrossi@ssbllc.com or (781)461-1020 ext. 223. Outside of work, you can find Caitlin in the kitchen cooking and spending time with young daughters Ella and Hannah, partner Derek and cat Smith Jared.
Joanne Loetz, has been with the firm since 2023 and is the Client Services Coordinator. Joanne assists with the daily operations of the firm including client intake, scheduling, and billing. Joanne is a graduate of Los Angeles Valley College and holds an Associate’s Degree in Theatre Arts. Outside the office, Joanne loves to participate in local theatre productions and has starred in national and regional commercials. Joanne also enjoys spending time with her husband and two children. Joanne can be reached at loetz@ssbllc.com or (781) 461-1020 ext. 225.
Jasmine Sanchez, has been with Samuel, Sayward & Baler LLC since 2023 and is a paralegal at the firm. Jasmine assists the clients and attorneys with estate and Trust settlement matters. Jasmine holds an Associate’s Degree in Paralegal and Legal Studies from Bristol Community College, and a Bachelor’s Degree in Criminal Justice with a minor in Psychology from the University of Massachusetts Lowell. Outside the office, Jasmine enjoys singing and going out to karaoke nights, and hanging out with her family and friends. Jasmine can be reached at sanchez@ssbllc.com or at (781) 461-1020 ext. 214.
Aubrie Tibert, has been with the firm since October of 2023. In her role as Legal Assistant, Aubrie pulls together all of our clients’ finished estate plan binders, as well as assisting the senior paralegals and attorneys on various other tasks. Aubrie might be the person to help you with your binder or if you have a question about it. You may reach Aubrie at tibert@ssbllc.com or 781/461-1020 ext. 224. Outside of work, Aubrie enjoys reading, and listening to Taylor Swift in her free time.
Laurie McNeil, is a legal assistant with the firm. She verifies client files, and makes sure that we have copies of all documents and ensures safe delivery of all original documents back to the clients. She also supports our finance department by applying payments to client accounts, keeping track of client expenses, and printing bills. She loves working with her colleagues because they are all very smart, supportive and kind. Outside of work Laurie enjoys gardening, golfing, walking her dog, and taking pictures of flowers. You can reach Laurie at McNeil@ssbllc.com or 781/461-1020.