Membership


Benefits of STEP Student Membership

Student members of STEP are entitled to an array of benefits, including:
  • Access to the members section of the STEP website
  • Access to jurisdiction summaries
  • Branch events and networking opportunities
  • Discounts on STEP books
  • Discounts on STEP conferences and events
  • Discount on STEP TV subscription
  • Electronic news updates
  • Membership E Newsletter
  • Receive the STEP Directory & Yearbook
  • Receive the STEP Journal, TQR and regular regional supplements
  • STEP leaflets
  • STEP lobbying and representation
  • STEP online services directory
  • STEP recruitment

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Upgrading from Student to Full Membership of STEP

On completion of the STEP Diploma you can apply to upgrade from student to full STEP membership. Alternatively, if you have completed the Foundation Certificate and wish to end your studies there, you can apply to become an affiliate of STEP.
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How to Upgrade

STEP will invite you to upgrade after you have finished your modules and you will find an upgrade form included with your final Diploma certificate OR you can complete the membership upgrade form which is available to download at the STEP website and return it to the STEP Worldwide office within six months of completion of studies.

Membership Department
STEP Worldwide
Artillery House (South)
11 - 19 Artillery Row
London
SW1P 1RT
UK
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The Process

Your application will be approved by the membership committee who meet monthly. Successful applicants will receive a letter confirming their upgrade to full membership along with a welcome pack which includes all their required materials along with their STEP membership certificate. You will also receive a copy of the STEP Yearbook & Directory soon after. This process takes between four to ten weeks.
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Benefits of full STEP membership and use of the TEP designation

Once you have received your letter confirming your upgrade to full STEP membership you can use the designation TEP. TEPs are recognised as the most experienced and senior practitioners in the field of trusts and estates.

On the award of full membership you are entitled to all the benefits of student membership as well as the following additional benefits:
  • A personal listing in the STEP Directory and Yearbook and on the STEP website
  • Exercise voting rights
  • Receive a Certificate of Membership of STEP
  • Use of the STEP logo
  • Use the letters TEP (Trust and Estate Practitioner) after your name

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Affiliates of STEP

If you have passed the Foundation Certificate but do not wish to study for the Diploma, then you can become an affiliate of STEP. Affiliates receive all benefits associated with STEP membership, but are not full members of STEP and cannot use the designation TEP, vote at general or branch meetings nor stand for election to Council. The STEP website affiliate is available to download from the STEP website.
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