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Global knowledge & experience

membership routes

Membership of STEP is obtainable only by examination or other test of professional competence.

Become a Step Member

The Society of Trust and Estate Practitioners STEP is the professional body for the trust and estate profession worldwide and currently has over 20’000 members and students.

STEP Members come from the legal, accountancy, corporate trust, banking, insurance and related professions, and are involved at all levels in the planning, creation and management of, and accounting for, trusts and estates, executorship, administration and related taxes. Full Members of STEP are by definition the most experienced and senior practitioners in the field of trusts and estates.

STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries. Through meetings, seminars, lectures, national and international conferences and the exchange of technical papers and reports, Members share information, knowledge and experience, and benefit from the network of contacts that membership provides.