The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Wednesday, April 24, 2019
Is the STEP Assessment by Exam for you?

Courses covering the major areas of estate planning expertise:

  • Law of Trusts
  • Taxation of Trusts & Estates
  • Wills, Trust & Estate Administration
  • Trust & Estate Planning


Assessment by Essay - Summary

The Assessment by Essay to full STEP membership is open to practitioners who hold a recognized professional designation and who have a minimum of five years, current, post-designation, practical experience in trusts and/or estates related matters. Upon fulfilling all criteria of the Assessment by Essay, students will be invited to upgrade to full membership and use of the Trust and Estate Practitioner (TEP) designation.

Assessment by Essay students submit three essays between 2,500 and 3,000 words each from the list of topics found on this website. Students are expected to demonstrate depth and originality in addressing issues that are at the forefront of professional practice.

To apply for student membership by the Assessment by Essay, please complete the STEP Canada Assessment by Essay Membership Application Form after reading the information in the related links to ensure you qualify for membership and understand the process and requirements. If you have any questions about which route to pursue or otherwise, please do not hesitate to contact STEP Canada Education.

As a student member, you will receive all STEP mailings and are welcome to attend all functions of your local branch, of STEP Canada and of STEP Worldwide.

For other benefits and the obligations of STEP membership, see Membership: Benefits and Membership: Obligations.


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