How to Join


  • How to Join

    Thinking of becoming a TEP, or want to know more about how to grow your trust and estate knowledge and expertise? This page will outline everything you need to know about how to get started.

  • Expertise Route

    This route to membership is reserved for the most senior trust and estate practitioners.

  • Essay Route

    The Essay Program is an educational pathway to full STEP membership (TEP) and is available to a select group of practitioners that hold a recognized professional designation and have 5 years of continuous post-designation/qualification experience in trusts and estates.

  • Exam Route

    Designed to reflect the diverse knowledge set of the trust and estate industry.