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 — Fees

  • Student Membership

    The Student Membership fee for the year (April 1 — March 31)is $200 (plus applicable tax). Please submit the fee with your application. It will be refunded if for any reason your application is denied.

    All fees are subject to change without notice.

  • Essay Submission Fee

    A fee of $375 (plus applicable tax) must be paid each time you submit an essay.

  • Extension Fee

    A one-time extension of one year may be granted, on a case-by-case basis, to individuals who require more time to complete their essays. Should your extension request be granted, the fee is $200 (plus applicable tax).

Please note that all new applications, membership dues and fees are subject to the tax respective to the province in which the applicant resides. For further information, please contact Member Services at 416-491-4949 x 221 or


Application Process and Timing

Essay Requirements
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