Join us

Why Join?

Join over 21'000 lawyers, accountants, trustees and other practitioners to share knowledge, grow your client base and raise your profile locally and globally.

Stay on top of industry changes and develop your skills. As a member, you will be the first to get the latest trust and estate planning insights and developments.

STEP membership is an international passport to new business opportunities, demonstrating specialist knowledge and a dedication to the highest professional standards.

Find out more about the benefits of STEP membership

How to Join step

There are four levels of STEP membership:

  • Full Member (TEP) – our highest level of membership for experienced practitioners
  • Associate
  • Affiliate
  • Student – entry-level membership for those just starting out

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

In joining STEP, you are demonstrating your commitment to high professional standards. All members must adhere to STEP’s Codes of Professional Conduct, which set out the ethical and professional standards a member should uphold.

Select your amount of professional experience to find out how you can start your membership journey:


Join our local supporter scheme

STEP friends and interested persons may join the voluntary Local Supporter Scheme which is valid in the centres of Verein STEP: Lucerne/Zug, Lugano, Vaduz and Zurich from 1st April until 31st March the following year and entitles the local supporter to:

  • reduced member rates to: local STEP events, training courses / workshops, annual conference
  • free personal use of the local STEP Pinboard
    For more details please get in touch with the STEP Office


Join our Newsletter

Would you like to be informed about our events and important information from the Swiss Trust industry, please subscribe: Newsletter Subscription