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

Assessment by Essay

Please note : The Assessment by Essay Rules and Regulations changed October 1, 2016.
Students who registered for the Assessment by Essay on or before September 30, 2016 will be subject to grandfathered Rules and Regulations. Students who register for the Assessment by Essay after September 30, 2016, will be subject to these updated Rules and Regulations.

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.

Essay Writing

Practitioners who are accepted into this student route to full membership are required to complete three essays within four years of joining. Essay topics must be selected from the pre-approved list of topics.

Please take a moment to review the links below in order to help you with writing your essays.

Misconduct and Plagiarism

STEP Canada considers student misconduct, including plagiarism, a very serious offense. Please refer to the rules and regulations about the consequences of misconduct.

Plagiarism is defined as: The verbatim copying or imitation of the language, ideas, or thoughts of another author and representing them as one’s own original work.

Here are some tips to avoid plagiarism:

  • Anything that you have copied and used in your essay should have quotation marks around the copied text. You will need to cite the original source, whether it is in print or online.
  • Rearranging and substituting words in a sentence does not count as original material. If you are doing this, the original source must be cited.
  • Ideas and information that are not common knowledge also need to be cited from the original source.
  • If you are in doubt, err on the side of caution and cite the source.
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