Code of Conduct

STEP Code of Conduct

"Gerard is well qualified and extremely knowledgeable . He undertakes a thorough and detailed review of your circumstances ensuring that the final will document exactly mirrors your requirements . With his excellent manner and attention to detail it is a a great relief to have finally completed this task which I had been putting off for so long"

Veronica Marnell


The STEP Code of Conduct

The STEP Code for Will Preparation in England & Wales is a set of ethical principles that operate for the benefit of clients and demonstrate openly the commitment of STEP members to transparency and client service. It recognises that, in providing will preparation services, STEP members should operate within an ethical environment.

The Code is a framework within which each STEP member who undertakes this area of work can determine how best to meet the needs of each individual client – while at the same time operating within appropriate standards. It does not set out a detailed and prescriptive procedure for will preparation. Where a member of STEP undertakes will preparation, the client should be informed of the Code and a copy of it must be made available to the client in a format accessible to that client.

The STEP Code applies from 1 April 2014 to all STEP members who prepare wills in England & Wales only. 1 STEP members should make the existence of this Code, and their adherence to it, part of their general information for prospective clients both in print and online. Adherence to the Code is an obligation for all STEP members writing wills in England & Wales. For relevant STEP members this Code forms one of the supplements to the broader STEP Code of Professional Conduct. Failure to conform to these standards will leave members open to action under STEP’s disciplinary processes.

Many STEP members are subject to another professional code of conduct based on another professional qualification. In the event of any conflict between this Code and any other, members should seek the guidance of the Society’s Professional Standards Committee. Nothing in this Code shall detract from a STEP member’s duty to their client under general law or statutory regulation.

Full details can be found here: STEP Code of Conduct

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