STEP Trust & Estate Prep 3in1

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About this app

COMMAND FIDUCIARY TRUST LAW, INTERNATIONAL ESTATE PLANNING, AND ASSET PROTECTION.
The STEP Trust & Estate: 3-in-1 Master platform provides private wealth professionals, legal practitioners, and trust administrators with rigorous, blueprint-aligned preparation built specifically around official STEP qualification frameworks. Navigating trust creation principles, analyzing discretionary and accumulation trust mechanics, executing estate administration and probate workflows, evaluating trustee liabilities and investment duties, and structuring cross-border tax and compliance plans demand total professional command. Packed with 4,600+ technically precise questions, this 3-in-1 suite delivers detailed case law rationale, fiduciary statutory breakdowns, and estate distribution logic to ensure exam readiness.

3 DEDICATED STEP CERTIFICATIONS:
- STEP Certificate in Trusts: Law and Practice: Covers Evolution of Equity & Trust Law, Creation of Valid Trusts (Three Uncertainties, Beneficiary Principle), Types of Trusts & Beneficial Interests (Discretionary, Fixed, Accumulation & Maintenance, Protective trusts), Rights and Powers of Trustees, and Trust Variations & Termination.
- STEP Certificate in Administration of Estates: Covers Probate & Letters of Administration, Executor and Administrator Duties, Asset Identification & Valuation, Intestacy Rules, Payment of Estate Liabilities & Debts, Family Provision Claims, and Final Estate Distribution Accounting.
- STEP Certificate in Trustees' Duties, Investment & Management: Covers Fiduciary Duties & Liabilities, Trustee Investment Powers (Prudent Person Rule, Modern Portfolio Theory in trusts), Asset Allocation & Risk Management, Delegation & Agent Supervision, Exercise of Discretionary Powers, and Breach of Trust Remediation.

Advanced App Features
100% Offline Access: Full, unrestricted access to the entire 4,600+ question library and features with no active internet connection needed.