Devon Probate Practitioner Sarah Nicholls has become an affiliate member of the Society of Trust and Estate Practitioners (STEP).
STEP is the leading global network of trust and estate professionals, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
The highest professional standards
STEP members are expected to uphold the key professional and ethical standards that are set out in the STEP Codes of Conduct. The Codes of Professional Conduct provide a clear set of principles for a member’s professional activity, giving each the understanding they need to deliver to the highest expectations.
When joining STEP, the practitioner is demonstrating their commitment to high professional standards. All members must adhere to STEP’s Codes of Professional Conduct, which set out the ethical and professional standards a member should uphold.
For example, when creating a Trust in a Will, STEP members are required to abide by the Codes of Conduct and the STEP Standard Provisions of Best Practice.
This means that the client of a STEP member is assured of receiving the best advice from a regulated expert that is given and written in the clearest manner to understand.
Ongoing training
STEP affiliates are required to stay on top of industry changes and develop their skills by undertaking continuing professional development. STEP affiliates must also hold Professional Indemnity Insurance.
How Sarah can help you
Devon Probate Practitioner Sarah Nicholls can assist you with estate administration and the preparation of Wills. You can phone her direct on 01271 349938 for a chat, or alternatively you can send an email to her at [email protected]
