• STEP has over 12,000 members worldwide. STEP's branch network spans 33 countries in common and civil law jurisdictions.
• STEP brings senior practitioners together, cutting across professional boundaries. Members share their knowledge and expertise in areas as diverse as Estates and Succession; Family and Guardianship Law; Domestic and Offshore Trusts; Insurance and Financial Services; International Law; Anti-Money Laundering; and Tax and Business Law.
• Through meetings, seminars, lectures and the exchange of technical papers and reports, members benefit greatly from a network of contacts.
• STEP conferences are held at international, national, regional and branch level and feature senior practitioners and academics.

• STEP Canada offers the following educational opportunities to students and practitioners to enhance their knowledge in the trust and estate field:
  • The STEP Diploma for Canada is an exam route targeted at those who wish to specialize in the trust and estate field.
  • The STEP Canada Qualified Practitioner route is an essay route to membership is designed to permit qualified professionals active in the trust and estate field to consolidate their knowledge and experience.

• The STEP Journal features the latest news and developments for practitioners.
• The Trust Quarterly Review contains the latest technical papers from leading practitioners.
• STEP Canada's newsletter "STEP INSIDE" features case studies and the latest news and developments in Canada.
• The Directory & Yearbook feature valuable jurisdictional information as well as member listings for all Full members.
• www.step.org provides the premier online technical resource in the trust and estate world.

• STEP represents the interests of its members with regulators, government departments and international organizations.
• STEP monitors legislation and where appropriate canvasses for changes in the law.

• Local STEP branches have their own committees and officers who are responsible for continuing professional development, educational and social programmes.

STEP Canada brings together leading industry experts to deliver top-rate educational, networking and advocacy programs.

• Trust, estate and tax planning is big business in Canada and is expected to become increasingly vital as Canadians face a rapidly aging demographic. STEP Canada works to protect the trust, estate and tax planning industry by educating the public and government bodies about the important ways STEP Canada members serve Canadians through generating, preserving and transferring wealth.
• STEP Canada offers members exclusive networking opportunities through non-partisan information sharing at both the national and international levels.
• Several times a year, STEP Canada delivers educational programs and seminars on industry topics and issues to members and non-members across Canada, which are designed to appeal to the organization's diverse membership base.
• STEP Canada's national conference is regarded as the industry's premier forum, attracting high profile participants and speakers each year to this event.

STEP Canada is committed to delivering maximum value to all members.

• STEP Canada is responsive to the needs of its members and is committed to providing them with ongoing opportunities to learn about and respond to industry trends and issues, including regulatory requirements and reform.
• STEP Canada is a credible voice for the trust, estate and taxation planning industry and continues to play an active role in maintaining dialogue with other institutions and organizations to garner widespread support for its activities.

• Full members can use the designation TEP after their name.

All members, including student and associate members, are entitled to:

• Attend Branch, national and international meetings and conferences at special member rates
• Receive the STEP Membership Directory and Yearbook
• Receive The STEP Journal
• Receive STEP Canada's newsletter "STEP INSIDE"
• Access STEP's web-based worldwide resources pages
• Receive STEP's International News

Diploma route students receive:

• The STEP Diploma for Canada (Trusts & Estates) [Dip (T&E)] on successfully completing their examination requirements.

Qualified Practitioner route students receive:

• A Certificate of Achievement on successfully completing their essay requirements.

Full members are additionally entitled to:

• Receive a certificate of Membership of STEP
• Have a personal listing in the STEP Membership Directory (this is also available to associate members)
• Exercise voting rights
• Stand for election to STEP governing bodies.

Member Discounts and Special Offers

• Special offers are available to STEP members on Trust and Estate books from various publishers.
• There are discounts on journals such as Wills and Trusts Law Reports, Portfolio International, Solicitors Journal and the Economist.
• Reduced rates are offered on educational training videos and other services.