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 specializing in trusts and estates, executorship, administration and related taxes. Members advise clients on all aspects of inter-generational wealth transfer.
A key element of STEP's ongoing mandate is to provide a forum for discussion and advancement of practitioner knowledge of relevant tax, accounting, administration, statute and case law through regular branch seminars, symposia, and an annual national conference.
STEP is also active in making representations of a technical nature to government, policymakers and related professional bodies, with the goal of promoting better understanding of trusts and estates, and improving related law and policy.
STEP is the professional body for the trust and estate profession worldwide and full members of STEP are the most experienced and senior practitioners in the field of trusts and estates. STEP currently has over 16,500 members spanning 33 countries in common and civil law jurisdictions.