Join Us

STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning. By joining STEP, practitioners and employers benefit from quality education and resources, professional recognition, and international connections. There are three routes to membership, depending on a practitioner's level of experience and qualifications.

How to Join

Membership is based on your level of professional experience and qualifications.

There are three joining options - Exam, Essay and Expertise

Why Join STEP

Access to quality education & resources, professional recognition, and international connections.

See why you should STEP


Full Members who have allowed their membership to lapse can apply to rejoin as a Full Member

Membership Categories

View membership categories and eligibility criteria to plan your entry route

Special Interest Groups

Members and non-members can join STEP's Special Interest Groups