We are delighted to report that Eloise Keyte, MD of Keyte Legal, has recently acquired the title of “TEP” (Trust and Estate Practitioner) as a full member of the Society of Trust and Estate Practitioners (STEP) in February 2021.
What is STEP?
STEP is a global professional body which is comprised of accountants, lawyers, financial advisors and other professionals who help families plan for the future. STEP set high standards and offer training and education to their members; and TEPs are recognised internationally as experts in their field.
Why should you use a TEP?
To qualify as a TEP, an individual must have a combination of experience and specialist qualifications and be able to demonstrate significant involvement with estate administration (probate), estate planning, Trust management and administration, and knowledge of the related taxation.
TEPs are specialists in inheritance and succession planning and the title ensures that you are in the safest of hands. TEPs are members of STEP and are expected to show a significant commitment to their continued professional development in a professional area, and they must comply with an extensive code of professional conduct. They also have access to a global network of 20,000 other professionals, which brings you peace of mind.
What does a TEP actually do?
Some of the work a TEP can help you with is:
1. Drafting a Will or Trust
2. Drafting a Power of Attorney
3. Offering advice on protecting your business
4. Offer advice on provision for vulnerable persons
5. Administering an estate, whether a person passes away with a Will, or without a Will
You can view Eloise’s profile by clicking here
or contact her via the Keyte Legal website, by clicking here