Jiatae joined Everyday Money Management following six years as a legal assistant and then paralegal at law firms specializing in elder law and estates and trusts. She worked alongside attorneys to draft complex estate planning documents, including wills, trusts, deeds, and financial and medical powers of attorney.

She also regularly collaborated with clients' financial advisors to complete asset transfers and beneficiary designations for proper funding of trusts, prepared fiduciary accountings, assisted with trust/estate administration, filed probate documents, coordinated trust distributions, managed bank accounts, paid bills, prepared Medicare/Medicaid renewal packets, and drafted correspondence to beneficiaries to keep them informed of trust activities.

As a Daily Money Manager, Jiatae works with clients to ensure, among other things, timely bill payments, effective file maintenance, prompt insurance claim submissions, and comprehensive tax organization. She also offers bookkeeping, budgeting assistance, and coordination of information among a client's family, financial advisor, accountant, attorney, and/or others.

Jiatae strives to address her clients' concerns promptly, with empathy and care, and to develop working relationships with her clients through transparency, integrity, and open communication.

Since working in elder law, Jiatae has developed a passion for helping others. She is the go-to person in her family whenever someone requires financial assistance, even providing guidance across state lines to assist with her grandmother's financial affairs.

In her spare time, Jiatae enjoys cooking, journaling, and motorcycle riding. She lives in Prince William County, Virginia with her husband, two children, and three dogs.