Why join STEP?

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

Learn: 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.

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

How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

In joining STEP, you are demonstrating your commitment to high professional standards. All members must adhere to STEP’s Codes of Professional Conduct, which set out the ethical and professional standards a member should uphold.

Select your amount of professional experience to find out how you can start your membership journey.

If you have any questions about joining STEP New York, please reach out to Susie Belanger at