Welcome to STEP
The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for those advising families on long-term wealth planning. STEP helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members.
STEP has 18,500 members across 80 jurisdictions from a broad range of professional backgrounds, including lawyers, accountants, trust specialists and other practitioners in this area. STEP members help families plan for their futures, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving.
Joining STEP in the USA
Find out more about joining STEP and how becoming a member will benefit you.
STEP members are experts in the areas of:
STEP members help clients with issues relating to: