Information leaflets

STEP’s leaflets provide information for members of the public on issues relating to family inheritance and succession, as well as on the role of the Society itself.

The leaflets can be downloaded here, and the England & Wales versions can be purchased in packs of 25 to distribute to clients and other members of the public.

To order copies of STEP leaflets please email orders@step.org with your request, confirming your STEP membership number. If you are not a STEP member, please confirm your invoice/delivery and email address. You will be sent an invoice via email. Upon receipt of payment your order will be dispatched. Each pack of 25 leaflets costs £20. Postage & Packaging: UK - £3.50, Europe - £4.95, Rest of the World - £6.50. For orders of more than one item, please add an additional £1 P&P per item.

STEP Explained

STEP explained

STEP explained (PDF 470KB) gives an overview of the Society, its membership and activities. Available as PDF and in print.

Updated March 2015.

Trusts explained

Trusts explained gives an overview of how trusts work and what they are most commonly used for, and corrects some of the widespread misconceptions held about trusts. Available as PDF and in print.

Updated March 2016.

Why make a trust?

Why make a trust?

Why make a trust? provides a brief explanation of the benefit of making a trust, along with some frequently asked questions regarding trusts for members of the public.

Why make a trust? (PDF 290KB) England & Wales version. Available as PDF and in print. Updated March 2015

What is a trust? Hong Kong version (PDF 386MB - only available in PDF format).

Why make a will?

Why make a will? Why make a will? provides a brief explanation of the importance of making a will for members of the public.

Why make a will? (PDF 270KB) England & Wales version. Available as PDF and in print. Updated March 2015

Why make a will? Hong Kong version (PDF 480KB- only available in PDF format).

Why Make a Will in Jersey? Jersey version, updated July 2015 (PDF 1.1MB)

What to do when someone dies?

What to do when someone dies?What to do when someone dies provides a brief outline to guide you through the process of what to do when someone dies: the steps that must be taken, the information that must be gathered and the legal terms that may be encountered.

What to do when someone dies (PDF 260KB) England & Wales version. Available as PDF and in print. Updated March 2015

What to do when someone dies (PDF 430KB) Hong Kong version (only available in PDF format).

Why make a Lasting Power of Attorney?

Why make a Lasting Power of Attorney?Why make a Lasting Power of Attorney? provides a brief explanation of a Lasting Power of Attorney, outlining the two different types and the main points to consider when creating an LPA for members of the public in England and Wales.

Why make a Lasting Power of Attorney? (PDF 328KB) England & Wales version. Available as PDF and in print. Updated March 2015

Why make an Enduring Power of Attorney?

Why make an Enduring Power of Attorney?In Hong Kong, Enduring Powers of Attorney make it possible to make provision in advance for the possibility of you becoming incapable of managing your own financial and welfare affairs during your lifetime. Why make an Enduring Power of Attorney? provides a brief explanation of an Enduring Power of Attorney for members of the public.

Why make an Enduring Power of Attorney? (PDF 1. 2MB) Hong Kong version (only available in PDF format).