When it comes to wills, estates, and succession planning, you want someone who understands the complexity—and the emotion—behind it all. That’s where a Trust and Estate Practitioner (TEP) comes in.
A Trust and Estate Practitioner (TEP) is a professional with advanced knowledge in wills, trusts, estates, and succession planning. Earning the TEP designation means meeting strict standards in education, experience, and ethics. It’s a mark of trusted expertise.
TEPs are internationally recognized professionals who bring both technical skill and human understanding to everyday estate conversations. Whether you’re preparing for retirement, navigating a family business transition, or ensuring your children’s future, a TEP helps you make informed decisions with clarity and confidence.
A TEP is trained for the conversations.
Trust and Estate Practitioners (TEPs) are from the legal, accounting, banking, wealth management, corporate trust, and insurance sectors. Through their unique lens, they may specialize in the strategic planning, creation, and management of trusts and estates, guiding clients through estate administration and complex tax considerations.
TEPs are members of The Society of Trust and Estate Practitioners (STEP). STEP is a global professional association that connects TEPs to a network of over 22,000 members worldwide. TEPs are committed to supporting families across generations.
Whether you’re preparing for retirement, navigating a family business transition, or ensuring your children’s future, a TEP helps you make informed decisions with clarity and confidence.
Canada is in the middle of one of the largest intergenerational wealth transfers in history - more than 1.5 trillion dollars. As families plan for the future, more are turning to TEPs to help guide them through big decisions legally, financially, and emotionally.
A TEP can help you with:
Behind every will, trust, or inheritance is a family trying to do the right thing. TEPs don’t just manage assets. They listen, advise, and support you through life’s most important moments.
Trust and Estate Practitioners (TEPs) come from a variety of professional backgrounds, including:
No matter their path, all TEPs share a common goal: to help individuals and families plan for the future with confidence, clarity, and care.
If you’re a professional in law, accounting, financial planning, or trust administration, the TEP designation sets you apart. It shows clients and colleagues that you’re committed to excellence, integrity, and continuing education in this specialized field.
Learn About Becoming a TEP
