Introduction
Ethical Principles
The STEP Code for Will Preparation in England & Wales is a set of ethical principles that operate for your benefit and demonstrate openly the commitment of the STEP members to transparency and client service. It recognises that, in providing Will drafting and Estate Planning 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.
Adherence to the Code is an obligation for all STEP members writing Wills in England & Wales.
Read the STEP Code for Will Preparation in England and Wales in fullWhen is it effective from?
The STEP Code applies from 1 April 2014 to all STEP members who prepare Wills in England & Wales.
The STEP Code of Conduct
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.
The STEP Will Writing Code Logo
Cornerstone Wills as a company is not a member of STEP and it is not the company itself which is bound by the code.
The two Directors (Andy Parker and Sue O’Loughlin) who are both Associate members of STEP having successfully completed the Advanced Certificate in Will Preparation are bound by the Code and, therefore, able to use the logo.