Society of Trust and Estate Professionals

What is STEP?

  • STEP is an international organization of lawyers, accountants, trustees, and other professionals who are designated specialists in family wealth transfer and succession planning.
  • Members of STEP are qualified experts in their field and subject to a rigorous Code of Professional Conduct.
  •  A local chapter of STEP is currently being established with the objective of filling a knowledge gap in administering foreign trusts and to provide informational materials with a focus on international topics affecting foreign accounts.
  •  Benefits include discounted access to webinars and other events, the use of the STEP logo (full members only), receipt of the STEP Journal (industry magazine; 6 issues per annum), and discounts on STEP courses and qualifications.

Who can join STEP?

  • Full membership is available upon application individuals with 10 years or more of experience, or for individuals holding the CTFA, CFP, CFA, AEP, and LLM designations.

  • Full membership can be attained via the exam or essay routes for individuals with limited years of experience.

How do I Join?

  • STEP membership is a tiered system, ranging from Student, to Affiliate, to Associate, and Full Member which then grants the use of the STEP designation offered through the organization. Full Membership is $430 per year. See attached fee schedule for reference.
  • Until a local SD chapter is finalized and approved by the governance committee, new members should select another chapter when joining.