Settlor

noun

/ˈsɛtlər/

In a Nutshell

The person who creates a trust and transfers property into it.

PLAIN ENGLISH

The settlor is the person who sets up a trust. If you create a trust and put your money or property into it, you're the settlor. You decide who the beneficiaries are, who manages it (the trustee), and what rules they must follow.

⏱ When you'll encounter this term

  • Creating a family trust or estate planning trust
  • Reading trust documents and seeing your role defined
  • Tax documents identifying who created the trust
  • Legal disputes about trust interpretation
EXAMPLE

"Grandad was the settlor of the family trust—he created it in 1985, transferred the family business into it, and set the terms for how it should operate. Even though he's no longer the trustee, he's always referred to as the settlor because he's the one who established it."

⚖️ Compare: Settlor vs Trustee

Settlor

Creates the trust and sets its terms. Transfers property into trust. Role is usually at creation only.

Trustee

Manages the trust ongoing. Makes investment and distribution decisions. Active role throughout trust's existence.

💡 Did you know?

The same person can be settlor, trustee, and beneficiary of a trust all at once—this is common with revocable living trusts where you create it, manage it yourself, and benefit from it during your lifetime.