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Established patient

Evaluation and management guidelines in Current Procedural Terminology (CPT) code book define an established patient as an individual who has received professional services from the physician or another physician of the same specialty who belongs to the same group practice, within the past 3 years.

Establishment business

See: freedom of establishment.
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UK: Overseas insurance business obtained by an insurer as a result of establishing a local agent, branch office and subsidiary or associated company in foreign territories. This contrasts with services business, i.e. non-admitted insurers who are not represented by a branch, etc., but who sell across national frontiers.

Estate

A right in property. An estate in land is the degree, nature, or extent of interest which a person has in it.
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All the property a deceased person owns at the time of his or her death.

Estate administrator

One who takes possession of the assets of a decedent, pays the expenses of administration and the claims of creditors, and disposes of the balance of an estate in accordance with the statutes governing the distribution of decedents’ estates.

Estate claim

Assertion of a right to assets or money from the estate of a deceased person. Each state has different time limits on filing a claim within a number of months from the date of death or date of publication of death. Also, each state has a different person or place where the claim should be filed such as court of probate, estate executor, or commissioner.

Estate executor

One who takes possession of the assets of a decedent, pays the expenses of administration and claims of creditors, and disposes of the balance of an estate in accordance with the decedent’s will.

Estate planning

Program or plan to prepare an individual’s estate on death. It is done to provide and conserve funds and assets that are to be given to heirs after death of the individual. Estate planning involves accountants, attorneys, trust officers of banks, insurance agents, and an estate administrator to carry out the wishes of the deceased.
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A process under which plans are made to accumulate and manage property during one’s lifetime and to dispose of it at one’s death.