How to Join

Join the leading international network of experts in family inheritance and succession planning.

In light of issues arising from the COVID-19 outbreak, we are not currently receiving hard-copy post. Please send any completed application forms via email to

How do I join STEP?

There are three routes to membership, depending on your level of experience and qualifications: Exam; Essay; and Expertise. Just select the route that is most appropriate for you.

On all routes, full membership requires completion of an online Professional Standards Awareness (PSA) module highlighting STEP’s Code of Professional Conduct, to which all members must commit as a condition of membership. Find out more about what you are committing to when joining STEP.

Candidates not looking to pursue full membership or intending to enroll on a STEP qualification can apply for Affiliate membership based on Accreditation of Prior Learning (APL). Find out more

Which route is for me?

STEP Exam Route Grow with STEP  STEP Essay Route Grow with STEP  STEP Expertise Route Grow with STEP