Join Us

The Leading International Network of Experts in Trust & Estate Planning

In Australia, we have simplified the ways in which you can join STEP.

Whatever your training or experience, we have a membership category that’s right for you.


Join today as an Affiliate if you have prior Certificated Learning (essentially a relevant degree or professional qualification) and Experiential Learning (essentially at least 1 year working in a trust and/or estate role, most likely under supervision).

To apply, fill in the Affiliate Membership Application Online. You can then upgrade your Membership to become a TEP.

Full Member

Join today as a Full Member if you meet the criteria of any one of the following:

Have ten years’ senior experience working at a leadership level in the industry, in practice or academia. To apply, fill in the Expertise Application Online.

Have completed an accredited course with one of STEP’s educations partners (The College of Law and The University of New South Wales Business School). To apply, fill in the Accredited Partner Application Form.

For more information on course requirements click here

Are an Accredited Specialist in Wills, Trusts, Estates or Succession accredited by the Law Society/Institute in Queensland, Victoria or New South Wales.

To apply, fill in the Accredited Specialist Application Form.

Whatever your training or experience, we have a membership category that’s right for you.

Follow the link below to see the additional routes to memberships are available for you to explore.

Links for Australian Practitioners

Listed below are additional links specific for Australian Practitioners seeking to join STEP. These will be helpful on your path to STEP Membership:

Any Questions?

Get in touch with the STEP Membership Team for Guidance. 

For more information about joining STEP, please click the below:

The STEP Membership Team will assist you in selecting the right route to membership for you and support you along the way.