STEP Membership
STEP is a global professional body for practitioners who specialise in trusts, inheritance and estate planning
Connect
STEP helps its members to advance their careers through a local, national and international community of more than 22,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
Learn
STEP members receive the latest trust and estate planning insights, enabling them to stay ahead in a complex, fast-changing sector.
Achieve
STEP membership is an international passport to new business opportunities, demonstrating specialist knowledge and a dedication to the highest professional standards.
STEP membership helps you to elevate your career through an array of benefits
Here are just some of the benefits available to STEP members
Webinars
Free access to the latest webinars and STEP’s Web Events Library of past webinars.
STEP conferences
Substantial discounts on national and international STEP conferences.
STEP Journal
Access to STEP’s flagship member online magazine – six issues a year.
Courses and qualifications
Discounts on CPD Learning courses
Use of TEP designation*
Internationally recognised designation denoting experience and expertise.
*only available to Full members
Directory listing*
A full-page personal profile enabling you to promote yourself to fellow members and potential clients.
**Affiliate Members receive a Basic listing displaying essential details, demonstrating membership of STEP.
Join STEP
How much professional experience do you have?
- Less than 1 year - Enrol on a STEP Certificate and join as a Student Member
- 1 year or more - Join as an Affiliate Member or follow the Exam Route to Full Member (TEP) by taking the STEP Diploma
- 2 years or more - If you are in Australia, Austria, Italy, Monaco, South Africa or the US, you may be able to use an accredited course to join as a Full Member (TEP)
- 5 years or more - Join via the Essay Route to become a Full Member (TEP) (or by any of the above options)
- 10 years (senior level) - Join as a Full Member (TEP) via the Expertise Route (or by any of the above options)