STEP Membership Benefits

STEP membership helps you to elevate your career through an array of benefits.


Join over 21,000 lawyers, accountants, trustees and other practitioners to share knowledge, grow your client base and raise your profile locally and globally.







Directory: Personal listing

A full-page personal profile enabling you to promote yourself to fellow members and potential clients


Directory: Firm listing

A free basic firm profile enabling your firm to promote itself to members and potential clients. You also have the option to upgrade your firm profile


STEP conferences

Substantial discounts on national and international STEP conferences


Jobs Board

Substantial discounts on job posts to help you find the right candidates


LinkedIn Group

Access to STEP’s member-only group


Stay on top of industry changes and develop your skills. As a member, you will be the first to get the latest trust and estate planning insights and developments.







Courses and qualifications

Discounts on STEP courses and qualifications




STEP Journal

STEP’s flagship member magazine – six issues a year (print and digital, plus online access)

✔ (digital access)


Free access to the latest webinars and STEP’s Web Events Library of past webinars

Trust Quarterly Review (TQR)

Quarterly technical publication (digital only)

Books from selected publishers

Significant discounts on a range of books relevant to STEP members. Visit the page


STEP membership is an international passport to new business opportunities, demonstrating specialist knowledge and a dedication to the highest professional standards.







Use of TEP designation

Internationally recognised designation denoting experience and expertise




Use of STEP logo

Logo use on web and email signatures




Licensed Access Recognition (E&W)

Bar Standards Board permits Full Members in England and Wales to instruct barristers directly – See more




Recognition for probate regulation;(E&W)

STEP members who hold the STEP Diploma are recognised by ICAEW as meeting requirements for probate regulation – See more




Eligibility to vote in STEP AGM

Full Members only can vote in STEP AGM




Eligibility to become a STEP committee member

Note: Full Members – all roles; Associate and Affiliate – excludes Council, Board and committee chair roles

✔ (see note)

✔ (see note)


Use of Will Writing Code logo (E&W)

Note: For Full Members who prepare wills in England and Wales, and Associate and Affiliate Members who have completed the Advanced Certificate in Will Preparation

✔ (see note)

✔ (see note)


Professional Indemnity Insurance (Caribbean)

Caribbean region members can access a special PII insurance solutions package – Find out more

Tax relief on membership (UK)

STEP is recognised as a professional body by the UK government. UK members who pay their own membership fees are able to claim tax relief on those fees. STEP is listed on the recognised and approved list of bodies as 'Trust & Estate Practitioners Society of' – See full list