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News, information and stories for STEP Members, from New Zealand and around the world.

2023 STEP Conference: An Ever Changing World - Topical Trust Issues
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About STEP

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

STEP members help families plan for their futures, from drafting a Will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.


STEP members set the bar high by maintaining the skills through workshops, seminars and ongoing professional education.

2023 STEP Conference

An Ever Changing World –
Topical Trust Issues


Join us on Friday 8th September at the Pullman Hotel in Auckland. Followed by drinks and dinner at the Northern Club.


Students Area


Online resources, modules and training for the STEP Diploma. 

• Student Log In

STEP Diploma


Applications are now open for these STEP Advanced Certificates which also count towards STEP Diploma in Trusts and Estates:

1: The Creation of Trusts
2: The Administration of Trusts

Become a STEP Member


STEP supports Lawyers & Industry Professionals with training and development, a Code of Conduct, a voice to Government and access to our World wide network.

• How to Join STEP NZ

STEP Events


Stay informed about the latest developments in Family Law while networking with other industry professionals.

• Events Calendar

For the Public


As specialists in inheritance and succession planning, STEP members advise families on how best to structure their finances to preserve their assets for future generations. 

• How STEP can help the public
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