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The Society of Trust and Estate Practitioners (STEP) is the professional body for the trust and estate profession worldwide. As such, STEP is a unique international intellectual resource which ensures its members prosper by maintaining the highest professional values

The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network.

STEP provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.

Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates.
STEP member services and student information

STEP member services and student information
Looking for a trust and estate practitioner?

For complex matters, peace of mind can only be guaranteed by using properly qualified professionals. STEP members are experts from the legal, accounting and banking professions who can support you through every trust or estates issue - matters often not dealt with by the generalist adviser.

STEP Objects

STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries.
From a Vision to Global Reality

George Tasker
STEP Founder and President

"I had spent the whole of my working life with one of the big five UK accountancy firms from 3rd Office Boy (that's as low as you get) to Senior Trust Manager, having transferred to the Trust Department in about 1960.
In those days trust work was the preferred activity of ageing audit clerks who, approaching retirement and not wishing to wander round a cold and wet Liverpool ticking the books of audit clients, appreciated the warmth of a permanent desk in the Trust Department." < Read more >

Looking for a trust and estate practitioner?

For complex matters, peace of mind can only be guaranteed by using properly qualified professionals. STEP members are experts from the legal, accounting and banking professions who can support you through every trust or estates issue - matters often not dealt with by the generalist adviser.
You can contact us for a list of members in your area. Look out for the letters TEP - Trusts and Estates Practitioner as the hallmark of quality.

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 members are obliged to undertake continuing professional development (CPD). On the other hand, for example, general practice solicitors are no longer required to sit any detailed exams dealing with wills, estates or probate. Unfortunately some general practice solicitors who offer will writing services provide poor standards of service, uninfluenced by the latest developments.

For complex matters, peace of mind can only be guaranteed by using properly qualified professionals, as errors can be expensive to remedy, particularly if, for example, a family has to go to court to resolve disputes.

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If you are looking for a STEP member near you, please use this form to contact us and we will send you details by post of suitable members.