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 - Essay Submission

Before Submitting an Essay

Before submitting an essay, it is recommended that you:

Submitting Your Essay

Essays can only be accepted if they:

  • Include payment of the relevant fee.
  • Are submitted electronically via the Essay Submission Form, completed as instructed.
  • Are submitted with a signed Declaration of Authorship form.
  • Are between 2,500 and 3,000 words in length, not including footnotes or other references.
  • Are submitted in English or French.
  • Show your student number but not your name. This will ensure anonymity in the marking process.
  • Do not display any word processing markers that might identify you or your firm.
  • Are typewritten and double spaced on one side of the page only, with 1 inch margins.
  • Have numbered pages.
  • List the source materials and are properly cited.
  • Are saved as an Adobe Acrobat (.pdf) or Microsoft Word (.doc) file.


Although you will retain copyright of the essay, STEP Canada reserves the right to publish the essay on the Members Only section of the STEP Canada website.

President's Prize

STEP Canada awards the President's Prize for exceptional essays. Winners may be invited to submit an article based on the winning essay to a STEP publication, such as STEP Inside or The Journal.


Help in preparing your Essays
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