In today’s rapidly evolving world, estate planning professionals are expected to keep pace with complex legal, regulatory, and technological advancements that are transforming the sector.
From changes in inheritance laws to updates necessitating new planning strategies, the role of estate administrators is becoming increasingly multifaceted.
If you are looking to study a STEP qualification to advance your career (whether you are already working within the trusts and estates profession or are looking to gain a foothold into the industry) the STEP Advanced Certificate in Administration of Estates (England & Wales) is your gateway to success.
This course is taught by leading private client law expert – Julie Bell, with the programme specifically designed to provide unparalleled expertise and prepare you to excel in the evolving world of estate practice.
Study options to suit your lifestyle
One of the standout features of this course is its flexibility. Whether you prefer the convenience of online learning or the interactive experience of face-to-face workshops, the STEP Advanced Certificate offers options to fit your schedule:
- Online format: Ideal for those juggling busy professional or personal commitments. The online option includes flexible self-study combined with three live online workshops over a four-month period.
- In-person learning: If you prefer in-person learning, you can join interactive workshops in London this July or register your interest for Bristol, subject to demand. Learn from our expert tutor and meet with peers in engaging, real-world discussions.
Why choose this programme?
The STEP Advanced Certificate in Administration of Estates (England & Wales) is considered as the gold standard in the estate administration profession.
Endorsed by the Alliance Manchester Business School, the University of Manchester, the programme is designed to equip you with the skills and knowledge you need to provide compliant and practical advice across all aspects of estate administration.
The qualification also earns you 30 Diploma Level credits towards STEP membership, helping you progress further in your professional journey.
Is this course for me?
The STEP Advanced Certificate in Administration of Estates (England & Wales) is suitable for a wide range of professionals, including solicitors, legal executives, and paralegals; trust officers and estate administrators; accountants and tax advisers; independent financial advisers as well as anyone seeking STEP accreditation and professional recognition.
STEP Diploma
Continue to deepen your expertise by working towards the STEP diploma. Completing the STEP Advanced Certificate in Administration of Estates (England & Wales), is part of a recommended combination for Trusts and Estates professionals.
You have the flexibility to complete an additional three Advanced Certificates, or tailor your study experience and to suit your career objectives.
Learn more about the STEP Diploma. Enrol today to secure your place.
July 2025 enrolment is now open for online study, London face-to-face or register your interest for Bristol today.