Service Delivery
Providing direct assistance and support to communities through structured programs and dedicated staff.
Professional association for attorneys specializing in estate planning and trust law
About Organization
The Society of Trust and Estate Practitioners (STEP) is an international professional association for practitioners specializing in estate planning, trust administration, and wealth management. The organization provides continuing education, professional standards, networking opportunities, and advocacy for trust and estate professionals. It reported significant revenue supporting member services annually.
Service Delivery
Providing direct assistance and support to communities through structured programs and dedicated staff.
Community Engagement
Building partnerships and collaborations to amplify impact and create sustainable change in target populations.
Organizational Growth
Strengthening operational capacity and expanding resources to increase reach and effectiveness of interventions.
Form 990 data showing organizational financial health and growth.
Revenue (2024)
$821K
+24.4% vs 2023
Expenses (2024)
$776K
+7.7% vs 2023
Assets (2024)
$1.0M
+2.9% vs 2023
| Year | Revenue | Expenses | Assets | Employees |
|---|---|---|---|---|
| 2024 | $820,537 | $776,188 | $1,009,957 | 0 |
| 2023 | $659,686 | $720,402 | $981,519 | 0 |
| 2022 | $373,144 | $322,162 | $1,060,484 | 0 |
| 2020 | $144,434 | $144,614 | $965,782 | 0 |
| 2019 | $613,684 | $436,641 | $982,269 | 0 |
| 2018 | $995,931 | $775,174 | $1,041,044 | 0 |
| 2017 | $813,781 | $686,695 | $824,228 | 0 |
Source: IRS Form 990 filings. All figures in USD.
Assess community requirements through research and stakeholder engagement to determine priority areas for intervention.
Design and implement targeted initiatives based on identified needs and evidence-based practices.
Execute programs through trained staff and volunteers while maintaining quality standards and participant safety.
Evaluate outcomes through data collection and analysis to ensure effectiveness and inform continuous improvement.
Services and programs offered by Society Of Trust And Estate
Delivering primary programs and services to target populations through trained staff and volunteers.
Engaging communities through educational initiatives and awareness campaigns that promote organizational mission.
Providing assistance and resources to individuals and families through direct intervention and referral services.
Meet the people behind Society Of Trust And Estate.
Board members, advisors, and key contributors
Information compiled from IRS Form 990 and organizational materials.
Get in touch with Society Of Trust And Estate