The Society of Trust and Estate Practitioners

What is STEP?

The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families secure their financial future and protect the interests of vulnerable relatives. STEP promotes the highest professional standards through education and training, leading to widely respected professional qualifications and knowledgeable members.

All STEP members are subject to an extensive code of professional conduct. members are required at all times to act with integrity and in a manner that inspires the confidence, respect and trust of both clients and the wider community.

Being a STEP member is important because:

It demonstrates a higher level of expertise and experience;

Membership requires higher levels of ongoing learning and professional development that those which are required by the Solicitors Regulation Authority for Solicitors generally;