Society of Trust & Estate Practitioners

About the Society of Trust & Estate Practitioners

The Society of Trust & Estate Practitioners (STEP) is a global professional association for practitioners who specialize in family inheritance and succession planning. Established to promote best practices in the trust and estate profession, STEP serves as a vital resource for its members, providing them with the tools and knowledge necessary to excel in their fields.

With a membership that spans across various countries, STEP fosters a community of professionals dedicated to upholding the highest standards of integrity and professionalism. The organization offers a range of educational programs, networking opportunities, and resources designed to enhance the skills and knowledge of its members.

• Core Activities: STEP focuses on education, advocacy, and the promotion of best practices within the trust and estate sector.
• Vision: To be the leading global organization for trust and estate practitioners, recognized for its commitment to excellence and ethical standards.
• Membership Benefits: Members gain access to exclusive resources, including industry publications, webinars, and conferences that facilitate professional development.

STEP also plays a crucial role in influencing policy and legislation affecting the trust and estate profession, ensuring that the interests of its members are represented at all levels. Through its various initiatives, the Society aims to enhance public understanding of the importance of effective estate planning and the role of professionals in this field.

In summary, the Society of Trust & Estate Practitioners is dedicated to supporting its members through education, advocacy, and the promotion of best practices, ultimately contributing to the advancement of the trust and estate profession worldwide.