Society of Trust and Estate Practitioners

Finance

About Society of Trust and Estate Practitioners

Society of Trust and Estate Practitioners (STEP) is a global organization that supports lawyers, accountants, trustees, and other practitioners who assist families in planning for the future through training and development.

STEP is a fee-based membership organization with over 21,000 members. Headquartered in London, UK, STEP hosts over 100 branches and chapters worldwide.

STEP offers many benefits to its members, including access to a global network of practitioners. Members can connect with their industry peers and internally promote themselves via the members-only LinkedIn group and STEP directory. Annually, members receive six STEP Journal issues and unlimited digital access to STEP’s Web Events Library and the Trust Quarterly Review (TQR). By becoming a member of STEP, members are internationally recognized with the TEP designation and are eligible to vote in STEP AGM and become committee members. Members also enjoy discounts on STEP conferences, job posts, courses, books, and other professional resources.

STEP offers four membership levels: Full, Associate, Affiliate, and Student. Membership eligibility varies based on experience and qualifications/credentials. Individuals with entry-level experience may join as a student or affiliate and work up to TEP status via the Exam or Essay Route or through acquiring the necessary level of experience.

Membership prices vary based on your subscription type and location. USA membership fees range from $115 to $430 per year.

PARTNER PROGRAMS