We Are STEP Approved!
Published Date: 28th June 2019
We are Proud to be Full Members of
The Society of Trust and Estate Practitioners (STEP)
When you instruct JT AccountS to work on your Wills, Trust and Estate Administration, it means you can be confident that we possess the specialist knowledge and skills required to carry out your wishes. You can be assured that you will be in expert hands and we are taking all the necessary actions to plan for the future of your assets.
Membership of STEP is a very reliable quality mark. Membership is open to all Will Writers in England and Wales. However, in order to become a member, you need to pass four very intense exams dealing with Wills, Administration of Estates, Trusts, Tax and Accounts which is exactly what JT AccountS have done.
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. It also deals with plenty of other matters, such as keeping proper records, storing Wills safely and keeping client information confidential.
Only members of STEP can take advantage of the Code for their clients. When a firm is displaying the STEP Will Writing Code logo, clients can be confident that they are dealing with a regulated specialist.
Our Other Blogs
Magic & Miracles: This episode comes the unique timing of things, looking at the unexpected and all those magical stories.
It Was There, We Just Didn’t Know It: What is an LPA? When stealing was our only option and do you have a Will?
Where’s The Password?: Covering sharing information that is not commonly shared, things to talk about when you still have the opportunity and nothing stops when you pass on.
Getting a Second Opinion: How not to be afraid of using private health care, knowing you have the right to say no and remembering it’s okay to get it wrong!
This is a snippet of how to process the treatment along with the patient. Things we could have done better, and stuff we wish we had known to make our lives easier.