STEP: Society of Trust and Estate Practitioners Ireland

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STEP Education and Training

Welcome to STEP Ireland The Society of Trust and Estate Practitioners (STEP) provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.

Seminar Recordings

Listen to the latest recordings from STEP seminars (Members).

STEP Publications

View STEP publications, brochures, reports and documents.

Members Library

This is a dedicated area for STEP members.

Become a Member

View the multiple benefits of becoming a STEP member.

STEP Annual Conference 2019

This year's STEP Annual Conference will be taking place on Friday 24th May 2019 at the Hilton Hotel, Charlemont Place, Dublin 2. See further details <

SAGE – Laws can change lives: Seminar – Responding to the human rights of older people and adults who may be vulnerable

SAGE- Laws can change lives- Responding to the human rights of older people and adults who may be vulnerable. Read More

The Hows and Whys of Talking to Clients about Charitable Bequests- The Community Foundation for Ireland

Click on the following link to view the full article: The

Update on the STEP diploma

Membership of STEP Ireland can be achieved through the STEP Diploma. This route requires applicants to successfully pass the Diploma in Trusts and Estate Planning which runs every two years. The next course will commence in September 2022 (subject to a sufficient number of course applicants).